Cerity Partners
FBRT

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

Cerity 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
2024
Q4 		– Sell
-10,149
Closed -$133K – 2483
2024
Q3 		$133K Buy
+10,149
New +$133K ﹤0.01% 2392

Other funds holding FBRT

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Vanguard Group
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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

Cerity Partners's FBRT Position: Q4 2024 in Review

Cerity Partners sold out of Franklin BSP Realty Trust (FBRT) in Q4 2024, closing a stake of 10,149 shares — an estimated $133K sold.

Cerity Partners first reported a position in FBRT in Q3 2024 and held it in 1 quarter. The position peaked at $133K in Q3 2024. 199 funds tracked by Wall St. Rank hold FBRT as of Q4 2024.

  • Cerity Partners reported no remaining Franklin BSP Realty Trust position as of Q4 2024 after selling out during the quarter.
  • Cerity Partners sold 10,149 Franklin BSP Realty Trust shares in Q4 2024, an estimated $133K.
  • Cerity Partners first reported a position in Franklin BSP Realty Trust in Q3 2024 and held it in 1 quarter.
  • Cerity Partners's Franklin BSP Realty Trust position peaked at $133K in Q3 2024.
  • 199 funds tracked by Wall St. Rank held Franklin BSP Realty Trust as of Q4 2024.

Based on Cerity Partners's 13F filing for Q4 2024, filed 13 Feb 2025.