GI
FBRT

Gradient Investments’s Franklin BSP Realty Trust FBRT Stock Holding History

Gradient Investments’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
Q1 		– Sell
-548
Closed -$7.4K – 1423
2023
Q4 		$7.4K Hold
548
– – ﹤0.01% 893
2023
Q3 		$7.26K Sell
548
-1,136
-67% -$15.8K ﹤0.01% 871
2023
Q2 		$23.8K Hold
1,684
– – ﹤0.01% 658
2023
Q1 		$20.1K Sell
1,684
-883
-34% -$11.8K ﹤0.01% 677
2022
Q4 		$33.1K Hold
2,567
– – ﹤0.01% 586
2022
Q3 		$28K Sell
2,567
-1,033
-29% -$14.2K ﹤0.01% 597
2022
Q2 		$49K Buy
3,600
+3,345
+1,312% +$47.6K ﹤0.01% 479
2022
Q1 		$4K Buy
+255
New +$3.48K ﹤0.01% 922

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
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
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
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

Gradient Investments's FBRT Position: Q1 2024 in Review

Gradient Investments sold out of Franklin BSP Realty Trust (FBRT) in Q1 2024, closing a stake of 548 shares — an estimated $7.4K sold.

Gradient Investments first reported a position in FBRT in Q1 2022 and held it in 8 quarters. The position peaked at $49K in Q2 2022. 179 funds tracked by Wall St. Rank hold FBRT as of Q1 2024.

  • Gradient Investments reported no remaining Franklin BSP Realty Trust position as of Q1 2024 after selling out during the quarter.
  • Gradient Investments sold 548 Franklin BSP Realty Trust shares in Q1 2024, an estimated $7.4K.
  • Gradient Investments first reported a position in Franklin BSP Realty Trust in Q1 2022 and held it in 8 quarters.
  • Gradient Investments's Franklin BSP Realty Trust position peaked at $49K in Q2 2022.
  • 179 funds tracked by Wall St. Rank held Franklin BSP Realty Trust as of Q1 2024.

Based on Gradient Investments's 13F filing for Q1 2024, filed 23 Apr 2024.