Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

Farmland Partners Inc (FPI)

184 + Investors. Track Smart Money conviction in FPI. See who's accumulating, reducing, or initiating positions.

Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↑ +1
Streak
1Q ▲
Buyers last Q
56%

Smart Money Signals — FPI

Based on 185 hedge funds · latest filing: 2026 Q1 · updated quarterly

📈

Buying streak — 1 quarter in a row

last 6Q
For 1 consecutive quarter, more hedge funds added FPI than sold it. That's a consistent pattern of professional buying — not a one-time trade. When institutions keep buying quarter after quarter, it usually means they see a multi-year opportunity, not just a short-term momentum flip.
📊

High ownership — 93% of 3.0Y peak

93% of all-time peak
185 funds currently hold this stock — 93% of the 3.0-year high of 198 funds (reached 2025 Q1). Ownership is elevated but not yet at maximum concentration. Room to grow, but watch if the trend reverses.
📉

Outflows — 7% fewer funds vs a year ago

fund count last 6Q
13 fewer hedge funds hold FPI compared to a year ago (-7% decline). When institutions consistently reduce their exposure, it's worth exploring the underlying fundamental reasons driving them away.
🟡

Slight buying edge — 56% buying

102 buying81 selling
Last quarter: 102 funds bought or added vs 81 that reduced or exited. It's nearly a 50/50 split — some institutions are convinced, others are taking profits. This mixed picture is normal near price highs.
➡️

Steady new buyers — ~27 new funds per quarter

new funds entering per quarter
Funds opening this position for the first time: 27 → 24 → 32 → 27. A stable flow of new institutional buyers suggests ongoing interest without signs of either acceleration or slowdown.
🔒

56% of holders stayed for 2+ years

■ 56% conviction (2yr+) ■ 25% medium ■ 19% new
104 out of 185 hedge funds have held FPI for over 2 years without selling. Long-term investors are generally harder to shake out during market stress, creating a stable ownership base that limits the risk of sudden capitulation.
📈

Growing discovery — still being found

32 → 27 → 24 → 32 → 27 new funds/Q
New funds entering each quarter: 27 → 24 → 32 → 27. A growing number of institutions are discovering FPI each quarter. The narrative is still spreading — leaving room for ongoing capital accumulation.
🏛️

Veteran-anchored — 62% veterans vs 22% newcomers

■ 62% veterans ■ 16% 1-2yr ■ 22% new
Entry-cohort mix of 191 holders: 119 (62%) are 2+ year veterans, 30 entered 1–2 years ago, and 42 (22%) joined within the past year. A veteran-weighted cap table skews toward institutional memory over fresh momentum.
✅

Strong quality — 30% AUM from major funds

30% from top-100 AUM funds
40 of 185 holders rank in the top 100 by AUM, accounting for 30% of total institutional value held. A meaningful share of the ownership value comes from the most well-resourced institutions.
3.1
out of 10
Low Exit Risk
Exit risk score 3.1/10 — low institutional crowding. Ownership is below peak levels, holder base is relatively sticky, and buying momentum is positive.

Methodology note: these Smart Money cards use consecutive 13F disclosure snapshots, not trade-by-trade execution data. "Buying", "selling", "new holders", and "trimmed" refer to quarter-over-quarter changes in reported holders, aggregate shares, or disclosed position values between filings. They are useful for ownership regime analysis and crowding, but they do not imply exact trade timing on the filing date.

Institutional Sentiment Summary — FPI

In 2026 Q1, 102 hedge funds were net buyers of FPI (27 opened a new position, 75 added to an existing one), while 81 reduced or exited (55 trimmed, 26 sold completely) — a 56% buyer ratio, indicating a slight buying edge. 30% of total institutional value in FPI is held by top-100 AUM funds, reflecting strong institutional quality. Net fund flow last quarter: +1 funds (more new holders than closures). Total institutional holders: 185.

Hedge Fund Ownership: FPI

How many hedge funds hold FPI — quarterly history vs. share price
Quarterly hedge fund ownership of FPI vs. share price

Market Analysis: FPI

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: FPI

-- --

Institutional ownership data sourced from SEC EDGAR Form 13F-HR filings.

Is It Too Late to Buy Farmland Partners Inc (FPI) Based on Hedge Fund 13F Filings?

Signal Freshness measures how much FPI has moved relative to its sector benchmark (XLRE) since the 2026 Q1 13F filing. A stock that has barely outrun its sector is still a relatively fresh entry point — the fund's thesis has not yet been priced in by the broader market.

Since Quarter End March 31, 2026 · 77d ago
FPI
-11.7%
XLRE
+10.2%

FPI outperformed XLRE by -21.9% since March 31, 2026.

Since 13F Filing Date May 15, 2026 · 32d ago
FPI
-2.4%
XLRE
+4.1%

Since the filing became public, FPI outperformed XLRE by -6.5% .

Interpretation: The stock is tracking its sector benchmark closely. The signal remains fresh and the entry point is still near the fund's implied reference. Learn more →

Smart Money Signal ?
Limited Smart Money Interest

No strong consensus or elite conviction detected among institutional holders.

15 top-rated funds 1 high-conviction
Consensus
5.2
/ 10
breadth
×
Elite
1.6
/ 10
conviction
Hedge Fund Positioning: FPI
184 + Investors

Track Smart Money conviction in FPI. See who's accumulating, reducing, or initiating positions.

Metric All 13F Filers (2026 Q1) Prior (2025 Q4) Change
Funds Holding 184 184 -
13F Shares 24M 25M -4.14%
Total Value $262M $241M 8.7%
New Positions 26 32 -6
Increased Positions 74 71 +3
Closed Positions 26 39 -13
Reduced Positions 54 56 -2
Total Calls 3 1 200.0%
Total Puts 3 2 50.0%
PUT/CALL Ratio 1.0 2.0 Neutral

Statistics: FPI

View More

Valuation Measures Data as of: --

Market Cap --
Enterprise Value --
Trailing P/E --
Forward P/E --
PEG Ratio (5yr expected) --
Price/Sales (ttm) --
Price/Book (mrq) --
Enterprise Value/Revenue --
Enterprise Value/EBITDA --
Beta (5Y Monthly) --
Short Ratio (Days to Cover) --
Short % of Float --

Financial Highlights

Profitability
Profit Margin --
Return on Assets (ttm) --
Return on Equity (ttm) --
Income Statement & Cash Flow
Revenue (ttm) --
Net Income Avi to Common (ttm) --
Diluted EPS (ttm) --
Total Cash (mrq) --
Total Debt/Equity (mrq) --
Levered Free Cash Flow (ttm) --

Institutional Holders (2026 Q1)

184 + investors

Explore institutional interest and hedge fund ownership dynamics. Analyze portfolio weights, new positions, and conviction trends in FPI. Verified SEC 13F-HR filings.

QUARTER:
Top 25 FPI holders by conviction (% of portfolio weight) — 2026 Q1 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Accordant Advisory Group Inc 9.93% 1,426,948 $16.0M
2 Longboard Asset Management, LP 2.07% 10,649 $120K
3 Cauble & Harre Wealth Management, Inc. 1.40% 169,599 $1.8M
4 Uniplan Investment Counsel, Inc. 0.95% 825,997 $9.3M
5 BCGM Wealth Management, LLC 0.76% 269,371 $3.0M
6 Petra Financial Advisors Inc 0.33% 46,921 $527K
7 Comprehensive Money Management Services LLC 0.27% 36,248 $407K
8 Pier 88 Investment Partners LLC 0.23% 83,300 $935K
9 Denali Advisors LLC 0.14% 116,100 $1.3M
10 Parvin Asset Management, LLC 0.11% 14,175 $159K
11 Capital Square, LLC 0.11% 20,572 $241K
12 EntryPoint Capital, LLC 0.09% 28,112 $316K
13 Allie Family Office LLC 0.08% 15,956 $179K
14 Corecam Pte. Ltd. 0.07% 13,990 $157K
15 Fox Run Management, L.L.C. 0.07% 34,125 $378K
16 Hilltop National Bank 0.06% 21,800 $245K
17 Higgins & Schmidt Wealth Strategies LLC 0.05% 10,400 $117K
18 Red Door Wealth Management, LLC 0.05% 39,977 $449K
19 Y-Intercept (Hong Kong) Ltd 0.03% 138,591 $1.6M
20 Brookwood Investment Group LLC 0.03% 19,302 $217K
21 Global Trust Asset Management, LLC 0.02% 5,000 $56K
22 Clark Capital Management Group, Inc. 0.02% 257,152 $2.9M
23 Two Sigma Investments, LP 0.01% 1,447,658 $16.3M
24 AlphaQuest LLC 0.01% 21,899 $212K
25 Pinnacle Holdings, LLC 0.01% 3,173 $36K
Investor Ownership
History 		% of Portfolio Prev % Rank Conviction Avg Buy Price 13F Score™ 3Y / 7Y Sell Timing Shares Mkt Value Change Change % Source Quarter Filed

Frequently Asked Questions — Farmland Partners Inc (FPI)

What does the Smart Money Trend signal show for FPI?

Buying streak — 1 quarter in a row: For 1 consecutive quarter, more hedge funds added FPI than sold it. That's a consistent pattern of professional buying — not a one-time trade. When institutions keep buying quarter after quarter, it usually means they see a multi-year opportunity, not just a short-term momentum flip.

What is the institutional breadth score for FPI?

Slight buying edge — 56% buying: Last quarter: 102 funds bought or added vs 81 that reduced or exited. It's nearly a 50/50 split — some institutions are convinced, others are taking profits. This mixed picture is normal near price highs.

What is the fund quality score for FPI holders?

Strong quality — 30% AUM from major funds: 40 of 185 holders rank in the top 100 by AUM, accounting for 30% of total institutional value held. A meaningful share of the ownership value comes from the most well-resourced institutions.

How long have hedge funds held FPI?

56% of holders stayed for 2+ years: 104 out of 185 hedge funds have held FPI for over 2 years without selling. Long-term investors are generally harder to shake out during market stress, creating a stable ownership base that limits the risk of sudden capitulation.

Is it too late to buy Farmland Partners Inc (FPI) following the 2026 Q1 hedge fund 13F filings?

As of today, FPI has moved -2.4% since the 2026 Q1 13F filing date (May 15, 2026), compared to +4.1% for the XLRE sector ETF — an outperformance of -6.5%. Since the quarter end (March 31, 2026), FPI has gained -11.7% vs +10.2% for XLRE. The stock is tracking its sector benchmark closely. The signal remains fresh and the entry point is still near the fund's implied reference.

Where does this institutional ownership data come from?

All holdings data is sourced from SEC Form 13F filings, which institutional investment managers with over $100 million in assets are required to submit quarterly. Data is parsed directly from SEC EDGAR.

Disclaimer: The information on this page is for informational purposes only and does not constitute investment advice, a recommendation, or an offer to buy or sell any security. Institutional holdings data is sourced from SEC Form 13F filings and reflects positions as of the filing date. Past performance of any fund or portfolio is not indicative of future results. 13Foresight is not a registered investment adviser. Always conduct your own due diligence before making investment decisions.

Full history →