FPI — FARMLAND PARTNERS INC

Ownership history in Simplicity Wealth,LLC  ·  7 quarters on record

This page tracks every 13F SEC filing in which Simplicity Wealth,LLC reported a position in FARMLAND PARTNERS INC (FPI). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.

Peak position
0.06% (2024 Q4)
Avg. % of fund
0.02%
First filed
2024 Q1
Last filed
2025 Q3
Quarters held
7
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q3 UNCHANGED 25,000 — 0% 0.02% $272K $10.54
2025 Q2 UNCHANGED 25,000 — 0% 0.01% $288K $11.09
2025 Q1 UNCHANGED 25,000 — 0% 0.02% $279K $10.68
2024 Q4 UNCHANGED 25,000 — 0% 0.06% $294K $11.21
3 older quarters hidden  —  Sign in free or upgrade to Premium to see full history
% of Fund (quarterly)    FPI price (monthly, adj. close)

Other funds also holding FPI

As of 2025 Q4 — sorted by position size

Accordant Advisory Group Inc 8.95% Cauble & Harre Wealth Management, Inc. 1.8% Uniplan Investment Counsel, Inc. 3Y 7Y 1.1% Global Alpha Capital Management Ltd. 3Y 7Y 0.88% Taylor Frigon Capital Management LLC 3Y 7Y 0.7% BCGM Wealth Management, LLC 3Y 0.63% PETRA FINANCIAL ADVISORS INC 0.26% DENALI ADVISORS LLC 3Y 7Y 0.12% Capital Square, LLC 3Y 0.11% PIER 88 INVESTMENT PARTNERS LLC 3Y 7Y 0.1%
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