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Lazari Capital Management’s Franklin BSP Realty Trust FBRT Stock Holding History

Lazari Capital 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
2023
Q4 		– Sell
-11,387
Closed -$151K – 127
2023
Q3 		$151K Hold
11,387
– – 0.09% 108
2023
Q2 		$161K Buy
+11,387
New +$150K 0.09% 113

Other funds holding FBRT

BlackRock
BlackRock New York $6.73T AUM 46.02% 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 $3.38T AUM 44.17% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
C
Cliffwater Marina Del Rey, California $402M AUM 7.57% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Lazari Capital Management's FBRT Position: Q4 2023 in Review

Lazari Capital Management sold out of Franklin BSP Realty Trust (FBRT) in Q4 2023, closing a stake of 11,387 shares — an estimated $151K sold.

Lazari Capital Management first reported a position in FBRT in Q2 2023 and held it in 2 quarters. The position peaked at $161K in Q2 2023. 182 funds tracked by Wall St. Rank hold FBRT as of Q4 2023.

  • Lazari Capital Management reported no remaining Franklin BSP Realty Trust position as of Q4 2023 after selling out during the quarter.
  • Lazari Capital Management sold 11,387 Franklin BSP Realty Trust shares in Q4 2023, an estimated $151K.
  • Lazari Capital Management first reported a position in Franklin BSP Realty Trust in Q2 2023 and held it in 2 quarters.
  • Lazari Capital Management's Franklin BSP Realty Trust position peaked at $161K in Q2 2023.
  • 182 funds tracked by Wall St. Rank held Franklin BSP Realty Trust as of Q4 2023.

Based on Lazari Capital Management's 13F filing for Q4 2023, filed 27 Feb 2024.