IPW
FBRT

Impact Partnership Wealth’s Franklin BSP Realty Trust FBRT Stock Holding History

Impact Partnership Wealth’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
Q2 		– Sell
-136
Closed -$1.81K – 365
2024
Q1 		$1.81K Buy
136
+1
+0.7% +$13 ﹤0.01% 583
2023
Q4 		$1.82K Hold
135
– – ﹤0.01% 703
2023
Q3 		$1.79K Sell
135
-5,935
-98% -$82.6K ﹤0.01% 848
2023
Q2 		$85.9K Buy
+6,070
New +$80.1K 0.03% 204

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
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
STAS
Strong Tower Advisory Services Minneapolis, Minnesota $558M AUM 13.89% 1-Year Est. Return

Impact Partnership Wealth's FBRT Position: Q2 2024 in Review

Impact Partnership Wealth sold out of Franklin BSP Realty Trust (FBRT) in Q2 2024, closing a stake of 136 shares — an estimated $1.81K sold.

Impact Partnership Wealth first reported a position in FBRT in Q2 2023 and held it in 4 quarters. The position peaked at $85.9K in Q2 2023. 188 funds tracked by Wall St. Rank hold FBRT as of Q2 2024.

  • Impact Partnership Wealth reported no remaining Franklin BSP Realty Trust position as of Q2 2024 after selling out during the quarter.
  • Impact Partnership Wealth sold 136 Franklin BSP Realty Trust shares in Q2 2024, an estimated $1.81K.
  • Impact Partnership Wealth first reported a position in Franklin BSP Realty Trust in Q2 2023 and held it in 4 quarters.
  • Impact Partnership Wealth's Franklin BSP Realty Trust position peaked at $85.9K in Q2 2023.
  • 188 funds tracked by Wall St. Rank held Franklin BSP Realty Trust as of Q2 2024.

Based on Impact Partnership Wealth's 13F filing for Q2 2024, filed 2 Aug 2024.