IWN
FBRT

Independent Wealth Network’s Franklin BSP Realty Trust FBRT Stock Holding History

Independent Wealth Network’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
-11,986
Closed -$162K – 229
2023
Q4 		$162K Sell
11,986
-702
-6% -$9.25K 0.09% 205
2023
Q3 		$168K Buy
12,688
+43
+0.3% +$599 0.1% 190
2023
Q2 		$179K Sell
12,645
-3,469
-22% -$45.8K 0.11% 193
2023
Q1 		$192K Buy
16,114
+164
+1% +$2.2K 0.12% 183
2022
Q4 		$206K Sell
15,950
-1,231
-7% -$16.5K 0.14% 174
2022
Q3 		$185K Sell
17,181
-46
-0.3% -$632 0.14% 159
2022
Q2 		$232K Buy
+17,227
New +$245K 0.17% 150

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

Independent Wealth Network's FBRT Position: Q1 2024 in Review

Independent Wealth Network sold out of Franklin BSP Realty Trust (FBRT) in Q1 2024, closing a stake of 11,986 shares — an estimated $162K sold.

Independent Wealth Network first reported a position in FBRT in Q2 2022 and held it in 7 quarters. The position peaked at $232K in Q2 2022. 179 funds tracked by Wall St. Rank hold FBRT as of Q1 2024.

  • Independent Wealth Network reported no remaining Franklin BSP Realty Trust position as of Q1 2024 after selling out during the quarter.
  • Independent Wealth Network sold 11,986 Franklin BSP Realty Trust shares in Q1 2024, an estimated $162K.
  • Independent Wealth Network first reported a position in Franklin BSP Realty Trust in Q2 2022 and held it in 7 quarters.
  • Independent Wealth Network's Franklin BSP Realty Trust position peaked at $232K in Q2 2022.
  • 179 funds tracked by Wall St. Rank held Franklin BSP Realty Trust as of Q1 2024.

Based on Independent Wealth Network's 13F filing for Q1 2024, filed 11 Apr 2024.