PCIA
FBRT

Prime Capital Investment Advisors’s Franklin BSP Realty Trust FBRT Stock Holding History

Prime Capital Investment 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
Q3 		– Sell
-20,640
Closed -$260K – 940
2024
Q2 		$260K Sell
20,640
-24,926
-55% -$317K ﹤0.01% 769
2024
Q1 		$609K Sell
45,566
-23
-0.1% -$300 0.01% 572
2023
Q4 		$616K Buy
+45,589
New +$601K 0.01% 535

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

Prime Capital Investment Advisors's FBRT Position: Q3 2024 in Review

Prime Capital Investment Advisors sold out of Franklin BSP Realty Trust (FBRT) in Q3 2024, closing a stake of 20,640 shares — an estimated $260K sold.

Prime Capital Investment Advisors first reported a position in FBRT in Q4 2023 and held it in 3 quarters. The position peaked at $616K in Q4 2023. 187 funds tracked by Wall St. Rank hold FBRT as of Q3 2024.

  • Prime Capital Investment Advisors reported no remaining Franklin BSP Realty Trust position as of Q3 2024 after selling out during the quarter.
  • Prime Capital Investment Advisors sold 20,640 Franklin BSP Realty Trust shares in Q3 2024, an estimated $260K.
  • Prime Capital Investment Advisors first reported a position in Franklin BSP Realty Trust in Q4 2023 and held it in 3 quarters.
  • Prime Capital Investment Advisors's Franklin BSP Realty Trust position peaked at $616K in Q4 2023.
  • 187 funds tracked by Wall St. Rank held Franklin BSP Realty Trust as of Q3 2024.

Based on Prime Capital Investment Advisors's 13F filing for Q3 2024, filed 5 Nov 2024.