SIA
FBRT

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

Schechter 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
2025
Q1 		$1.14M Sell
89,439
-5,984
-6% -$77.3K 0.09% 206
2024
Q4 		$1.2M Hold
95,423
– – 0.09% 207
2024
Q3 		$1.25M Sell
95,423
-5,345
-5% -$70.2K 0.09% 209
2024
Q2 		$1.27M Hold
100,768
– – 0.1% 189
2024
Q1 		$1.35M Buy
100,768
+184
+0.2% +$2.4K 0.1% 190
2023
Q4 		$1.36M Hold
100,584
– – 0.12% 171
2023
Q3 		$1.33M Hold
100,584
– – 0.13% 168
2023
Q2 		$1.42M Sell
100,584
-27,642
-22% -$365K 0.13% 175
2023
Q1 		$1.53M Sell
128,226
-101,642
-44% -$1.36M 0.14% 171
2022
Q4 		$2.97M Sell
229,868
-72,288
-24% -$967K 0.27% 65
2022
Q3 		$3.25M Sell
302,156
-839,366
-74% -$11.5M 0.32% 41
2022
Q2 		$15.4M Buy
1,141,522
+964,619
+545% +$13.7M 1.5% 7
2022
Q1 		$2.47M Buy
176,903
+11,597
+7% +$158K 0.23% 78
2021
Q4 		$2.47M Buy
+165,306
New +$2.67M 0.22% 82

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
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
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

Schechter Investment Advisors's FBRT Position: Q1 2025 in Review

Schechter Investment Advisors reduced its Franklin BSP Realty Trust (FBRT) stake by 6.3% in Q1 2025, selling an estimated $77.3K and leaving 89,439 shares worth $1.14M. The position accounts for 0.09% of the portfolio, ranked #206.

Schechter Investment Advisors first reported a position in FBRT in Q4 2021 and has held it in 14 quarters since. The position peaked at $15.4M in Q2 2022. 211 funds tracked by Wall St. Rank hold FBRT as of Q1 2025.

  • Schechter Investment Advisors held 89,439 shares of Franklin BSP Realty Trust worth $1.14M as of Q1 2025.
  • Schechter Investment Advisors sold 5,984 Franklin BSP Realty Trust shares in Q1 2025, an estimated $77.3K.
  • Franklin BSP Realty Trust made up 0.09% of Schechter Investment Advisors's portfolio in Q1 2025, its #206 holding.
  • Schechter Investment Advisors first reported a position in Franklin BSP Realty Trust in Q4 2021 and has held it in 14 quarters since.
  • Schechter Investment Advisors's Franklin BSP Realty Trust position peaked at $15.4M in Q2 2022.
  • 211 funds tracked by Wall St. Rank held Franklin BSP Realty Trust as of Q1 2025.

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