PA
FBRT

PSI Advisors’s Franklin BSP Realty Trust FBRT Stock Holding History

PSI 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
Q2 		– Sell
-7,200
Closed -$96.2K – 886
2024
Q1 		$96.2K Hold
7,200
– – 0.03% 182
2023
Q4 		$97.3K Hold
7,200
– – 0.04% 181
2023
Q3 		$95.3K Hold
7,200
– – 0.04% 176
2023
Q2 		$102K Hold
7,200
– – 0.04% 167
2023
Q1 		$85.9K Hold
7,200
– – 0.04% 170
2022
Q4 		$92.9K Hold
7,200
– – 0.05% 158
2022
Q3 		$93K Hold
7,200
– – 0.05% 164
2022
Q2 		$111K Buy
+7,200
New +$102K 0.05% 166

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
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
STAS
Strong Tower Advisory Services Minneapolis, Minnesota $558M AUM 13.89% 1-Year Est. Return

PSI Advisors's FBRT Position: Q2 2024 in Review

PSI Advisors sold out of Franklin BSP Realty Trust (FBRT) in Q2 2024, closing a stake of 7,200 shares — an estimated $96.2K sold.

PSI Advisors first reported a position in FBRT in Q2 2022 and held it in 8 quarters. The position peaked at $111K in Q2 2022. 188 funds tracked by Wall St. Rank hold FBRT as of Q2 2024.

  • PSI Advisors reported no remaining Franklin BSP Realty Trust position as of Q2 2024 after selling out during the quarter.
  • PSI Advisors sold 7,200 Franklin BSP Realty Trust shares in Q2 2024, an estimated $96.2K.
  • PSI Advisors first reported a position in Franklin BSP Realty Trust in Q2 2022 and held it in 8 quarters.
  • PSI Advisors's Franklin BSP Realty Trust position peaked at $111K in Q2 2022.
  • 188 funds tracked by Wall St. Rank held Franklin BSP Realty Trust as of Q2 2024.

Based on PSI Advisors's 13F filing for Q2 2024, filed 23 Jul 2024.