PETRA FINANCIAL ADVISORS INC FPI — FARMLAND PARTNERS INC

Ownership history in PETRA FINANCIAL ADVISORS INC  ·  13 quarters on record

AI Ownership Summary

PETRA FINANCIAL ADVISORS INC reported FARMLAND PARTNERS INC (FPI) in 13 quarterly 13F filings from 2023 Q4 through 2026 Q1. Peak portfolio weight reached 0.48% in 2023 Q4. The latest visible filing shows FPI at 0.33% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings. Older history is available after unlock; the visible window still shows the most recent pattern.

What this FPI ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was PETRA FINANCIAL ADVISORS INC's position in FARMLAND PARTNERS INC, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q1

FPI was reported at 0.33% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.48% in 2023 Q4

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2023 Q4 to 2026 Q1

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

FPI stock page PETRA FINANCIAL ADVISORS INC fund profile PETRA FINANCIAL ADVISORS INC full holdings
How PETRA FINANCIAL ADVISORS INC held FPI — position size vs. price
% of Fund (quarterly)    FPI price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 10 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 ADDED — — — 46,921 +452 +1.0% 0.33% $527K 2026-05-13 $10.40
2025 Q4 ADDED — — — 46,469 +102 +0.2% 0.26% $450K 2026-01-21 $10.68
2025 Q3 ADDED — — — 46,367 +93 +0.2% 0.29% $504K 2025-11-07 $9.37
2025 Q2 UNCHANGED — — — 46,274 — 0% 0.34% $533K 2025-08-01 $10.19
2025 Q1 UNCHANGED — — — 46,274 — 0% 0.42% $516K 2025-04-22 $9.45
2024 Q4 UNCHANGED — — — 46,274 — 0% 0.37% $544K 2025-02-10 $11.25
2024 Q3 UNCHANGED — — — 46,274 — 0% 0.32% $484K 2024-10-28 $9.52
2024 Q2 UNCHANGED — — — 46,274 — 0% 0.38% $534K 2024-07-18 $9.88
2024 Q1 UNCHANGED — — — 46,274 — 0% 0.38% $514K 2024-04-23 $9.20
2023 Q4 ADDED — — — 46,274 +7,898 +20.6% 0.48% $578K 2024-01-29 $9.61
3 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

🏢 Other funds also holding FPI

As of 2026 Q1 — sorted by position size

Accordant Advisory Group Inc 9.93% Longboard Asset Management, LP 2.07% Cauble & Harre Wealth Management, Inc. 1.4% Uniplan Investment Counsel, Inc. 3Y 7Y 0.95% BCGM Wealth Management, LLC 3Y 0.76% Comprehensive Money Management Services LLC 0.27% PIER 88 INVESTMENT PARTNERS LLC 3Y 7Y 0.23% DENALI ADVISORS LLC 3Y 7Y 0.14% Parvin Asset Management, LLC 0.11% Capital Square, LLC 3Y 0.11%

FAQ About PETRA FINANCIAL ADVISORS INC and FPI

These are the practical questions this page is built to answer before you even open the full history table.

How long has PETRA FINANCIAL ADVISORS INC reported owning FPI?

PETRA FINANCIAL ADVISORS INC reported FPI across 10 quarterly 13F filings, from 2023 Q4 through 2026 Q1.

What was the largest reported FPI position in PETRA FINANCIAL ADVISORS INC's portfolio?

The largest reported portfolio weight for FPI was 0.48% in 2023 Q4.

What is the latest reported FPI position on this page?

The most recent filing on this page is 2026 Q1, when PETRA FINANCIAL ADVISORS INC reported 46,921 shares, equal to 0.33% of portfolio, with an estimated market value of $527K.

What does the chart on this FPI ownership page compare?

The chart compares PETRA FINANCIAL ADVISORS INC's quarterly FPI portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

How well did PETRA FINANCIAL ADVISORS INC time their FPI position?

Based on 13F filing dates vs. subsequent FPI price moves, PETRA FINANCIAL ADVISORS INC correctly timed 2 out of 5 reported position changes (40%). The annualised alpha on FPI relative to SPY over the holding period was -13.5%.

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