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

Professional 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
2022
Q4 		– Sell
-987
Closed -$11K – 207
2022
Q3 		$11K Buy
987
+25
+3% +$344 0.01% 278
2022
Q2 		$13K Buy
+962
New +$13.7K 0.01% 270

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
DMKJ
David M. Knott Jr $189M AUM 67.72% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Professional Financial Advisors's FBRT Position: Q4 2022 in Review

Professional Financial Advisors sold out of Franklin BSP Realty Trust (FBRT) in Q4 2022, closing a stake of 987 shares — an estimated $11K sold.

Professional Financial Advisors first reported a position in FBRT in Q2 2022 and held it in 2 quarters. The position peaked at $13K in Q2 2022. 187 funds tracked by Wall St. Rank hold FBRT as of Q4 2022.

  • Professional Financial Advisors reported no remaining Franklin BSP Realty Trust position as of Q4 2022 after selling out during the quarter.
  • Professional Financial Advisors sold 987 Franklin BSP Realty Trust shares in Q4 2022, an estimated $11K.
  • Professional Financial Advisors first reported a position in Franklin BSP Realty Trust in Q2 2022 and held it in 2 quarters.
  • Professional Financial Advisors's Franklin BSP Realty Trust position peaked at $13K in Q2 2022.
  • 187 funds tracked by Wall St. Rank held Franklin BSP Realty Trust as of Q4 2022.

Based on Professional Financial Advisors's 13F filing for Q4 2022, filed 14 Feb 2023.