LPWM
FBRT

Lake Point Wealth Management’s Franklin BSP Realty Trust FBRT Stock Holding History

Lake Point 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
2022
Q1 		– Sell
-69
Closed -$1K – 437
2021
Q4 		$1K Buy
+69
New +$1.11K ﹤0.01% 385

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
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
PMAM
Penn Mutual Asset Management Conshohocken, Pennsylvania $19.5M AUM 5.97% 1-Year Est. Return
LPC
Long Pond Capital New York $1.05B AUM 16.49% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
DMKJ
David M. Knott Jr $168M AUM 60.36% 1-Year Est. Return
OCM
Orchard Capital Management Chicago, Illinois $95.9M AUM 45.49% 1-Year Est. Return
Balyasny Asset Management
Balyasny Asset Management Chicago, Illinois $77.1B AUM 42.89% 1-Year Est. Return

Lake Point Wealth Management's FBRT Position: Q1 2022 in Review

Lake Point Wealth Management sold out of Franklin BSP Realty Trust (FBRT) in Q1 2022, closing a stake of 69 shares — an estimated $1K sold.

Lake Point Wealth Management first reported a position in FBRT in Q4 2021 and held it in 1 quarter. The position peaked at $1K in Q4 2021. 133 funds tracked by Wall St. Rank hold FBRT as of Q1 2022.

  • Lake Point Wealth Management reported no remaining Franklin BSP Realty Trust position as of Q1 2022 after selling out during the quarter.
  • Lake Point Wealth Management sold 69 Franklin BSP Realty Trust shares in Q1 2022, an estimated $1K.
  • Lake Point Wealth Management first reported a position in Franklin BSP Realty Trust in Q4 2021 and held it in 1 quarter.
  • Lake Point Wealth Management's Franklin BSP Realty Trust position peaked at $1K in Q4 2021.
  • 133 funds tracked by Wall St. Rank held Franklin BSP Realty Trust as of Q1 2022.

Based on Lake Point Wealth Management's 13F filing for Q1 2022, filed 17 May 2022.