CP
FBRT

Castleview Partners’s Franklin BSP Realty Trust FBRT Stock Holding History

Castleview Partners’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
2025
Q1 		– Sell
-5,520
Closed -$69.2K – 296
2024
Q4 		$69.2K Hold
5,520
– – 0.04% 291
2024
Q3 		$72.1K Hold
5,520
– – 0.04% 276
2024
Q2 		$69.6K Sell
5,520
-234
-4% -$2.98K 0.04% 279
2024
Q1 		$76.9K Sell
5,754
-3,334
-37% -$43.5K 0.04% 291
2023
Q4 		$123K Sell
9,088
-3,120
-26% -$41.1K 0.09% 185
2023
Q3 		$162K Hold
12,208
– – 0.15% 131
2023
Q2 		$173K Sell
12,208
-3,258
-21% -$43K 0.16% 129
2023
Q1 		$184K Sell
15,466
-1,553
-9% -$20.8K 0.16% 134
2022
Q4 		$220K Buy
17,019
+80
+0.5% +$1.07K 0.21% 111
2022
Q3 		$182K Buy
16,939
+14,109
+499% +$194K 0.17% 126
2022
Q2 		$73K Buy
2,830
+1,835
+184% +$26.1K 0.06% 247
2022
Q1 		$13K Buy
+995
New +$13.6K 0.01% 478

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
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
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 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
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

Castleview Partners's FBRT Position: Q1 2025 in Review

Castleview Partners sold out of Franklin BSP Realty Trust (FBRT) in Q1 2025, closing a stake of 5,520 shares — an estimated $69.2K sold.

Castleview Partners first reported a position in FBRT in Q1 2022 and held it in 12 quarters. The position peaked at $220K in Q4 2022. 211 funds tracked by Wall St. Rank hold FBRT as of Q1 2025.

  • Castleview Partners reported no remaining Franklin BSP Realty Trust position as of Q1 2025 after selling out during the quarter.
  • Castleview Partners sold 5,520 Franklin BSP Realty Trust shares in Q1 2025, an estimated $69.2K.
  • Castleview Partners first reported a position in Franklin BSP Realty Trust in Q1 2022 and held it in 12 quarters.
  • Castleview Partners's Franklin BSP Realty Trust position peaked at $220K in Q4 2022.
  • 211 funds tracked by Wall St. Rank held Franklin BSP Realty Trust as of Q1 2025.

Based on Castleview Partners's 13F filing for Q1 2025, filed 22 Apr 2025.