AWM
FBRT

Atticus Wealth Management’s Franklin BSP Realty Trust FBRT Stock Holding History

Atticus Wealth Management’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
2022
Q4 		– Sell
-14,070
Closed -$190K – 571
2022
Q3 		$190K Hold
14,070
– – 0.09% 117
2022
Q2 		$190K Buy
14,070
+12,373
+729% +$176K 0.08% 133
2022
Q1 		$24K Sell
1,697
-343
-17% -$4.69K 0.01% 313
2021
Q4 		$30K Buy
+2,040
New +$33K 0.01% 279

Other funds holding FBRT

AWA
Arete Wealth Advisors Chicago, Illinois $1.33B AUM 25.12% 1-Year Est. Return
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
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
DMKJ
David M. Knott Jr $168M AUM 60.36% 1-Year Est. Return

Atticus Wealth Management's FBRT Position: Q4 2022 in Review

Atticus Wealth Management sold out of Franklin BSP Realty Trust (FBRT) in Q4 2022, closing a stake of 14,070 shares — an estimated $190K sold.

Atticus Wealth Management first reported a position in FBRT in Q4 2021 and held it in 4 quarters. The position peaked at $190K in Q3 2022. 188 funds tracked by Wall St. Rank hold FBRT as of Q4 2022.

  • Atticus Wealth Management reported no remaining Franklin BSP Realty Trust position as of Q4 2022 after selling out during the quarter.
  • Atticus Wealth Management sold 14,070 Franklin BSP Realty Trust shares in Q4 2022, an estimated $190K.
  • Atticus Wealth Management first reported a position in Franklin BSP Realty Trust in Q4 2021 and held it in 4 quarters.
  • Atticus Wealth Management's Franklin BSP Realty Trust position peaked at $190K in Q3 2022.
  • 188 funds tracked by Wall St. Rank held Franklin BSP Realty Trust as of Q4 2022.

Based on Atticus Wealth Management's 13F filing for Q4 2022, filed 31 Jan 2023.