PFA
FBRT

Plotkin Financial Advisors’s Franklin BSP Realty Trust FBRT Stock Holding History

Plotkin Financial Advisors’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
Q1 		– Sell
-11,407
Closed -$154K – 91
2023
Q4 		$154K Sell
11,407
-348
-3% -$4.59K 0.12% 82
2023
Q3 		$156K Sell
11,755
-480
-4% -$6.68K 0.14% 73
2023
Q2 		$173K Sell
12,235
-2,007
-14% -$26.5K 0.14% 78
2023
Q1 		$170K Hold
14,242
– – 0.16% 71
2022
Q4 		$184K Sell
14,242
-96
-0.7% -$1.28K 0.19% 68
2022
Q3 		$154K Sell
14,338
-775
-5% -$10.7K 0.16% 64
2022
Q2 		$204K Buy
+15,113
New +$215K 0.19% 66

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
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
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
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

Plotkin Financial Advisors's FBRT Position: Q1 2024 in Review

Plotkin Financial Advisors sold out of Franklin BSP Realty Trust (FBRT) in Q1 2024, closing a stake of 11,407 shares — an estimated $154K sold.

Plotkin Financial Advisors first reported a position in FBRT in Q2 2022 and held it in 7 quarters. The position peaked at $204K in Q2 2022. 179 funds tracked by Wall St. Rank hold FBRT as of Q1 2024.

  • Plotkin Financial Advisors reported no remaining Franklin BSP Realty Trust position as of Q1 2024 after selling out during the quarter.
  • Plotkin Financial Advisors sold 11,407 Franklin BSP Realty Trust shares in Q1 2024, an estimated $154K.
  • Plotkin Financial Advisors first reported a position in Franklin BSP Realty Trust in Q2 2022 and held it in 7 quarters.
  • Plotkin Financial Advisors's Franklin BSP Realty Trust position peaked at $204K in Q2 2022.
  • 179 funds tracked by Wall St. Rank held Franklin BSP Realty Trust as of Q1 2024.

Based on Plotkin Financial Advisors's 13F filing for Q1 2024, filed 15 Nov 2024.