B. Riley Wealth Advisors’s Franklin BSP Realty Trust FBRT Stock Holding History

B. Riley Wealth 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 Q3	–	Sell	-18,501	Closed	-$240K	–	1313
2024 Q2	$240K	Sell	18,501 -1,334	-7%	-$17K	0.01%	1137
2024 Q1	$270K	Sell	19,835 -202	-1%	-$2.63K	0.01%	1096
2023 Q4	$278K	Buy	20,037 +202	+1%	+$2.66K	0.01%	1093
2023 Q3	$270K	Buy	19,835 +181	+0.9%	+$2.52K	0.01%	1096
2023 Q2	$285K	Sell	19,654 -742	-4%	-$9.79K	0.01%	1145
2023 Q1	$251K	Buy	20,396 +120	+0.6%	+$1.61K	0.01%	1164
2022 Q4	$269K	Sell	20,276 -437	-2%	-$5.85K	0.01%	1097
2022 Q3	$224K	Buy	20,713 +97	+0.5%	+$1.33K	0.01%	1175
2022 Q2	$278K	Buy	+20,616	New	+$293K	0.01%	906

Other funds holding FBRT

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Cliffwater Marina Del Rey, California $377M AUM 5.73% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

STAS

Strong Tower Advisory Services Minneapolis, Minnesota $558M AUM 13.89% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

1832 Asset Management Toronto, Ontario, Canada $109B AUM 35.56% 1-Year Est. Return

B. Riley Wealth Advisors's FBRT Position: Q3 2024 in Review

B. Riley Wealth Advisors sold out of Franklin BSP Realty Trust (FBRT) in Q3 2024, closing a stake of 18,501 shares — an estimated $240K sold.

B. Riley Wealth Advisors first reported a position in FBRT in Q2 2022 and held it in 9 quarters. The position peaked at $285K in Q2 2023. 187 funds tracked by Wall St. Rank hold FBRT as of Q3 2024.

B. Riley Wealth Advisors reported no remaining Franklin BSP Realty Trust position as of Q3 2024 after selling out during the quarter.
B. Riley Wealth Advisors sold 18,501 Franklin BSP Realty Trust shares in Q3 2024, an estimated $240K.
B. Riley Wealth Advisors first reported a position in Franklin BSP Realty Trust in Q2 2022 and held it in 9 quarters.
B. Riley Wealth Advisors's Franklin BSP Realty Trust position peaked at $285K in Q2 2023.
187 funds tracked by Wall St. Rank held Franklin BSP Realty Trust as of Q3 2024.

Based on B. Riley Wealth Advisors's 13F filing for Q3 2024, filed 13 Dec 2024.