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Realta Investment Advisors’s FS KKR Capital FSK Stock Holding History

Realta Investment Advisors’s Portfolio FSK Stock Details FSK Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q1 		– Sell
-11,136
Closed -$245K – 334
2024
Q4 		$245K Buy
+11,136
New +$234K 0.1% 170
2019
Q3 		– Sell
-679
Closed -$16K – 1671
2019
Q2 		$16K Buy
+679
New +$16.7K ﹤0.01% 1006

Other funds holding FSK

Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $164B AUM 112.45% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Legal & General Group
Legal & General Group London, United Kingdom $480B AUM 42.84% 1-Year Est. Return
GAM
Generali Asset Management Trieste, Italy $5.53B AUM 35.1% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
CWA
Cura Wealth Advisors Chicago, Illinois $234M AUM 5.19% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return

Realta Investment Advisors's FSK Position: Q1 2025 in Review

Realta Investment Advisors sold out of FS KKR Capital (FSK) in Q1 2025, closing a stake of 11,136 shares — an estimated $245K sold.

Realta Investment Advisors first reported a position in FSK in Q2 2019 and held it in 2 quarters. The position peaked at $245K in Q4 2024. 537 funds tracked by Wall St. Rank hold FSK as of Q1 2025.

  • Realta Investment Advisors reported no remaining FS KKR Capital position as of Q1 2025 after selling out during the quarter.
  • Realta Investment Advisors sold 11,136 FS KKR Capital shares in Q1 2025, an estimated $245K.
  • Realta Investment Advisors first reported a position in FS KKR Capital in Q2 2019 and held it in 2 quarters.
  • Realta Investment Advisors's FS KKR Capital position peaked at $245K in Q4 2024.
  • 537 funds tracked by Wall St. Rank held FS KKR Capital as of Q1 2025.

Based on Realta Investment Advisors's 13F filing for Q1 2025, filed 1 May 2025.