HI
FBRT

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

Horizon 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
2023
Q4 		– Sell
-1,729
Closed -$22.9K – 827
2023
Q3 		$22.9K Buy
+1,729
New +$24.1K ﹤0.01% 645

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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Horizon Investments's FBRT Position: Q4 2023 in Review

Horizon Investments sold out of Franklin BSP Realty Trust (FBRT) in Q4 2023, closing a stake of 1,729 shares — an estimated $22.9K sold.

Horizon Investments first reported a position in FBRT in Q3 2023 and held it in 1 quarter. The position peaked at $22.9K in Q3 2023. 182 funds tracked by Wall St. Rank hold FBRT as of Q4 2023.

  • Horizon Investments reported no remaining Franklin BSP Realty Trust position as of Q4 2023 after selling out during the quarter.
  • Horizon Investments sold 1,729 Franklin BSP Realty Trust shares in Q4 2023, an estimated $22.9K.
  • Horizon Investments first reported a position in Franklin BSP Realty Trust in Q3 2023 and held it in 1 quarter.
  • Horizon Investments's Franklin BSP Realty Trust position peaked at $22.9K in Q3 2023.
  • 182 funds tracked by Wall St. Rank held Franklin BSP Realty Trust as of Q4 2023.

Based on Horizon Investments's 13F filing for Q4 2023, filed 14 Feb 2024.