IWC
FSP

Integrated Wealth Concepts’s Franklin Street Properties FSP Stock Holding History

Integrated Wealth Concepts’s Portfolio FSP Stock Details FSP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$153K Buy
296,214
+173,860
+142% +$103K ﹤0.01% 2504
2026
Q1 		$81.3K Buy
122,354
+2,110
+2% +$1.63K ﹤0.01% 2195
2025
Q4 		$114K Buy
120,244
+24,199
+25% +$28.1K ﹤0.01% 1560
2025
Q3 		$154K Buy
96,045
+514
+0.5% +$851 ﹤0.01% 1884
2025
Q2 		$157K Buy
95,531
+20
+0% +$33 ﹤0.01% 1797
2025
Q1 		$170K Hold
95,511
– – ﹤0.01% 1643
2024
Q4 		$175K Hold
95,511
– – ﹤0.01% 1623
2024
Q3 		$169K Buy
95,511
+22,727
+31% +$37.7K ﹤0.01% 1574
2024
Q2 		$111K Hold
72,784
– – ﹤0.01% 1572
2024
Q1 		$165K Hold
72,784
– – ﹤0.01% 1548
2023
Q4 		$186K Buy
72,784
+27,797
+62% +$59.9K ﹤0.01% 1472
2023
Q3 		$83.2K Hold
44,987
– – ﹤0.01% 1494
2023
Q2 		$65.2K Hold
44,987
– – ﹤0.01% 1507
2023
Q1 		$71K Hold
44,987
– – ﹤0.01% 1295
2022
Q4 		$123K Sell
44,987
-196
-0.4% -$543 ﹤0.01% 981
2022
Q3 		$119K Buy
45,183
+144
+0.3% +$475 ﹤0.01% 908
2022
Q2 		$188K Buy
45,039
+12,000
+36% +$57.5K 0.01% 905
2022
Q1 		$195K Hold
33,039
– – 0.01% 889
2021
Q4 		$197K Hold
33,039
– – 0.01% 942
2021
Q3 		$153K Hold
33,039
– – 0.01% 909
2021
Q2 		$174K Buy
33,039
+10,224
+45% +$54.9K 0.01% 777
2021
Q1 		$124K Buy
22,815
+10,702
+88% +$53.3K 0.01% 710
2020
Q4 		$53K Buy
12,113
+52
+0.4% +$229 ﹤0.01% 618
2020
Q3 		$44K Buy
+12,061
New +$56.5K ﹤0.01% 563
2019
Q4 		– Sell
-32,341
Closed -$274K – 480
2019
Q3 		$274K Buy
32,341
+3,152
+11% +$24.7K 0.03% 330
2019
Q2 		$225K Sell
29,189
-7,158
-20% -$54.3K 0.03% 339
2019
Q1 		$261K Buy
36,347
+5,027
+16% +$36.1K 0.04% 269
2018
Q4 		$195K Buy
31,320
+16,060
+105% +$118K 0.05% 253
2018
Q3 		$119K Buy
15,260
+3,638
+31% +$30.7K 0.04% 248
2018
Q2 		$100K Buy
+11,622
New +$92K 0.03% 226

Other funds holding FSP

PMG
Private Management Group Irvine, California $3.8B AUM 23.19% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
GPCM
Guardsman Private Capital Management Sarasota, Florida $143M AUM
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $84.2B AUM 55.88% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
CIM
Confluence Investment Management St. Louis, Missouri $6.4B AUM 9.79% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
GCP
GSA Capital Partners London, United Kingdom $1.59B AUM 39.81% 1-Year Est. Return

Integrated Wealth Concepts's FSP Position: Q2 2026 in Review

Integrated Wealth Concepts increased its Franklin Street Properties (FSP) stake by 142% in Q2 2026, buying an estimated $103K and bringing the position to 296,214 shares worth $153K. The position accounts for ﹤0.01% of the portfolio, ranked #2504.

Integrated Wealth Concepts first reported a position in FSP in Q2 2018 and has held it in 30 quarters since. The position peaked at $274K in Q3 2019. 75 funds tracked by Wall St. Rank hold FSP as of Q2 2026.

  • Integrated Wealth Concepts held 296,214 shares of Franklin Street Properties worth $153K as of Q2 2026.
  • Integrated Wealth Concepts bought 173,860 Franklin Street Properties shares in Q2 2026, an estimated $103K.
  • Franklin Street Properties made up ﹤0.01% of Integrated Wealth Concepts's portfolio in Q2 2026, its #2504 holding.
  • Integrated Wealth Concepts first reported a position in Franklin Street Properties in Q2 2018 and has held it in 30 quarters since.
  • Integrated Wealth Concepts's Franklin Street Properties position peaked at $274K in Q3 2019.
  • 75 funds tracked by Wall St. Rank held Franklin Street Properties as of Q2 2026.

Based on Integrated Wealth Concepts's 13F filing for Q2 2026, filed 12 Aug 2026.