JPWM
FBRT

Jamison Private Wealth Management’s Franklin BSP Realty Trust FBRT Stock Holding History

Jamison Private Wealth Management’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
Q3 		– Sell
-389
Closed -$4.9K – 466
2024
Q2 		$4.9K Buy
+389
New +$4.95K ﹤0.01% 352

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
STAS
Strong Tower Advisory Services Minneapolis, Minnesota $558M AUM 13.89% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
1832 Asset Management
1832 Asset Management Toronto, Ontario, Canada $109B AUM 35.56% 1-Year Est. Return

Jamison Private Wealth Management's FBRT Position: Q3 2024 in Review

Jamison Private Wealth Management sold out of Franklin BSP Realty Trust (FBRT) in Q3 2024, closing a stake of 389 shares — an estimated $4.9K sold.

Jamison Private Wealth Management first reported a position in FBRT in Q2 2024 and held it in 1 quarter. The position peaked at $4.9K in Q2 2024. 187 funds tracked by Wall St. Rank hold FBRT as of Q3 2024.

  • Jamison Private Wealth Management reported no remaining Franklin BSP Realty Trust position as of Q3 2024 after selling out during the quarter.
  • Jamison Private Wealth Management sold 389 Franklin BSP Realty Trust shares in Q3 2024, an estimated $4.9K.
  • Jamison Private Wealth Management first reported a position in Franklin BSP Realty Trust in Q2 2024 and held it in 1 quarter.
  • Jamison Private Wealth Management's Franklin BSP Realty Trust position peaked at $4.9K in Q2 2024.
  • 187 funds tracked by Wall St. Rank held Franklin BSP Realty Trust as of Q3 2024.

Based on Jamison Private Wealth Management's 13F filing for Q3 2024, filed 15 Oct 2024.