KPWS
FBRT

Kestra Private Wealth Services’s Franklin BSP Realty Trust FBRT Stock Holding History

Kestra Private Wealth Services’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
2022
Q3 		– Sell
-11,356
Closed -$153K – 927
2022
Q2 		$153K Buy
+11,356
New +$162K 0.01% 827

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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
CIM
Centersquare Investment Management Conshohocken, Pennsylvania $9.67B AUM 5.55% 1-Year Est. Return
DMKJ
David M. Knott Jr $168M AUM 60.36% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Kestra Private Wealth Services's FBRT Position: Q3 2022 in Review

Kestra Private Wealth Services sold out of Franklin BSP Realty Trust (FBRT) in Q3 2022, closing a stake of 11,356 shares — an estimated $153K sold.

Kestra Private Wealth Services first reported a position in FBRT in Q2 2022 and held it in 1 quarter. The position peaked at $153K in Q2 2022. 184 funds tracked by Wall St. Rank hold FBRT as of Q3 2022.

  • Kestra Private Wealth Services reported no remaining Franklin BSP Realty Trust position as of Q3 2022 after selling out during the quarter.
  • Kestra Private Wealth Services sold 11,356 Franklin BSP Realty Trust shares in Q3 2022, an estimated $153K.
  • Kestra Private Wealth Services first reported a position in Franklin BSP Realty Trust in Q2 2022 and held it in 1 quarter.
  • Kestra Private Wealth Services's Franklin BSP Realty Trust position peaked at $153K in Q2 2022.
  • 184 funds tracked by Wall St. Rank held Franklin BSP Realty Trust as of Q3 2022.

Based on Kestra Private Wealth Services's 13F filing for Q3 2022, filed 14 Nov 2022.