JIP
FBRT

Jaffetilchin Investment Partners’s Franklin BSP Realty Trust FBRT Stock Holding History

Jaffetilchin Investment Partners’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
Q4 		– Sell
-1,231
Closed -$16.1K – 666
2024
Q3 		$16.1K Buy
+1,231
New +$16.2K ﹤0.01% 807

Other funds holding FBRT

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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
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
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

Jaffetilchin Investment Partners's FBRT Position: Q4 2024 in Review

Jaffetilchin Investment Partners sold out of Franklin BSP Realty Trust (FBRT) in Q4 2024, closing a stake of 1,231 shares — an estimated $16.1K sold.

Jaffetilchin Investment Partners first reported a position in FBRT in Q3 2024 and held it in 1 quarter. The position peaked at $16.1K in Q3 2024. 199 funds tracked by Wall St. Rank hold FBRT as of Q4 2024.

  • Jaffetilchin Investment Partners reported no remaining Franklin BSP Realty Trust position as of Q4 2024 after selling out during the quarter.
  • Jaffetilchin Investment Partners sold 1,231 Franklin BSP Realty Trust shares in Q4 2024, an estimated $16.1K.
  • Jaffetilchin Investment Partners first reported a position in Franklin BSP Realty Trust in Q3 2024 and held it in 1 quarter.
  • Jaffetilchin Investment Partners's Franklin BSP Realty Trust position peaked at $16.1K in Q3 2024.
  • 199 funds tracked by Wall St. Rank held Franklin BSP Realty Trust as of Q4 2024.

Based on Jaffetilchin Investment Partners's 13F filing for Q4 2024, filed 13 Feb 2025.