FIM
FBRT icon

Freedom Investment Management’s Franklin BSP Realty Trust FBRT Stock Holding History

Freedom Investment 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
Q2 		– Sell
-16,696
Closed -$233K – 766
2022
Q1 		$233K Sell
16,696
-4,148
-20% -$56.7K 0.02% 687
2021
Q4 		$311K Buy
+20,844
New +$337K 0.02% 663

Other funds holding FBRT

BlackRock
BlackRock New York $6.73T AUM 46.02% 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 $3.38T AUM 44.17% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
SIA
Schechter Investment Advisors Birmingham, Michigan $1.21B AUM 8.73% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return
Centersquare Investment Management
Centersquare Investment Management Conshohocken, Pennsylvania $11.7B AUM 20.39% 1-Year Est. Return
DMKJ
David M. Knott Jr $189M AUM 67.72% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Freedom Investment Management's FBRT Position: Q2 2022 in Review

Freedom Investment Management sold out of Franklin BSP Realty Trust (FBRT) in Q2 2022, closing a stake of 16,696 shares — an estimated $233K sold.

Freedom Investment Management first reported a position in FBRT in Q4 2021 and held it in 2 quarters. The position peaked at $311K in Q4 2021. 185 funds tracked by Wall St. Rank hold FBRT as of Q2 2022.

  • Freedom Investment Management reported no remaining Franklin BSP Realty Trust position as of Q2 2022 after selling out during the quarter.
  • Freedom Investment Management sold 16,696 Franklin BSP Realty Trust shares in Q2 2022, an estimated $233K.
  • Freedom Investment Management first reported a position in Franklin BSP Realty Trust in Q4 2021 and held it in 2 quarters.
  • Freedom Investment Management's Franklin BSP Realty Trust position peaked at $311K in Q4 2021.
  • 185 funds tracked by Wall St. Rank held Franklin BSP Realty Trust as of Q2 2022.

Based on Freedom Investment Management's 13F filing for Q2 2022, filed 8 Aug 2022.