WP
FPI

WMS Partners’s Farmland Partners FPI Stock Holding History

WMS Partners’s Portfolio FPI Stock Details FPI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q4 		– Sell
-10,000
Closed -$120K – 237
2021
Q3 		$120K Hold
10,000
– – 0.02% 264
2021
Q2 		$121K Buy
+10,000
New +$129K 0.02% 253

Other funds holding FPI

GACM
Global Alpha Capital Management Montreal, Quebec, Canada $1.66B AUM 27.98% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return
FM
Forward Management San Francisco, California $907M AUM 0.46% 1-Year Est. Return
UIC
Uniplan Investment Counsel Milwaukee, Wisconsin $974M AUM 21.37% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

WMS Partners's FPI Position: Q4 2021 in Review

WMS Partners sold out of Farmland Partners (FPI) in Q4 2021, closing a stake of 10,000 shares — an estimated $120K sold.

WMS Partners first reported a position in FPI in Q2 2021 and held it in 2 quarters. The position peaked at $121K in Q2 2021. 151 funds tracked by Wall St. Rank hold FPI as of Q4 2021.

  • WMS Partners reported no remaining Farmland Partners position as of Q4 2021 after selling out during the quarter.
  • WMS Partners sold 10,000 Farmland Partners shares in Q4 2021, an estimated $120K.
  • WMS Partners first reported a position in Farmland Partners in Q2 2021 and held it in 2 quarters.
  • WMS Partners's Farmland Partners position peaked at $121K in Q2 2021.
  • 151 funds tracked by Wall St. Rank held Farmland Partners as of Q4 2021.

Based on WMS Partners's 13F filing for Q4 2021, filed 14 Feb 2022.