AFG
FBRT

Atomi Financial Group’s Franklin BSP Realty Trust FBRT Stock Holding History

Atomi Financial Group’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
-16,584
Closed -$224K – 737
2023
Q4 		$224K Sell
16,584
-5,086
-23% -$67K 0.03% 507
2023
Q3 		$287K Buy
21,670
+3,460
+19% +$48.2K 0.1% 249
2023
Q2 		$258K Buy
18,210
+8,007
+78% +$106K 0.12% 212
2023
Q1 		$122K Buy
+10,203
New +$137K 0.07% 213

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

Atomi Financial Group's FBRT Position: Q1 2024 in Review

Atomi Financial Group sold out of Franklin BSP Realty Trust (FBRT) in Q1 2024, closing a stake of 16,584 shares — an estimated $224K sold.

Atomi Financial Group first reported a position in FBRT in Q1 2023 and held it in 4 quarters. The position peaked at $287K in Q3 2023. 179 funds tracked by Wall St. Rank hold FBRT as of Q1 2024.

  • Atomi Financial Group reported no remaining Franklin BSP Realty Trust position as of Q1 2024 after selling out during the quarter.
  • Atomi Financial Group sold 16,584 Franklin BSP Realty Trust shares in Q1 2024, an estimated $224K.
  • Atomi Financial Group first reported a position in Franklin BSP Realty Trust in Q1 2023 and held it in 4 quarters.
  • Atomi Financial Group's Franklin BSP Realty Trust position peaked at $287K in Q3 2023.
  • 179 funds tracked by Wall St. Rank held Franklin BSP Realty Trust as of Q1 2024.

Based on Atomi Financial Group's 13F filing for Q1 2024, filed 7 May 2024.