ACA
FBRT

Aptus Capital Advisors’s Franklin BSP Realty Trust FBRT Stock Holding History

Aptus Capital Advisors’s Portfolio FBRT Stock Details FBRT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q1 		– Sell
-10,533
Closed -$142K – 1173
2023
Q4 		$142K Buy
+10,533
New +$139K ﹤0.01% 587

Other funds holding FBRT

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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
C
Cliffwater Marina Del Rey, California $377M AUM 5.73% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
STAS
Strong Tower Advisory Services Minneapolis, Minnesota $558M AUM 13.89% 1-Year Est. Return

Aptus Capital Advisors's FBRT Position: Q1 2024 in Review

Aptus Capital Advisors sold out of Franklin BSP Realty Trust (FBRT) in Q1 2024, closing a stake of 10,533 shares — an estimated $142K sold.

Aptus Capital Advisors first reported a position in FBRT in Q4 2023 and held it in 1 quarter. The position peaked at $142K in Q4 2023. 179 funds tracked by Wall St. Rank hold FBRT as of Q1 2024.

  • Aptus Capital Advisors reported no remaining Franklin BSP Realty Trust position as of Q1 2024 after selling out during the quarter.
  • Aptus Capital Advisors sold 10,533 Franklin BSP Realty Trust shares in Q1 2024, an estimated $142K.
  • Aptus Capital Advisors first reported a position in Franklin BSP Realty Trust in Q4 2023 and held it in 1 quarter.
  • Aptus Capital Advisors's Franklin BSP Realty Trust position peaked at $142K in Q4 2023.
  • 179 funds tracked by Wall St. Rank held Franklin BSP Realty Trust as of Q1 2024.

Based on Aptus Capital Advisors's 13F filing for Q1 2024, filed 15 May 2024.