SWM
FBRT

Selective Wealth Management’s Franklin BSP Realty Trust FBRT Stock Holding History

Selective Wealth Management’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
-4,959
Closed -$53K – 315
2022
Q3 		$53K Hold
4,959
– – 0.02% 290
2022
Q2 		$67K Buy
4,959
+4,105
+481% +$58.4K 0.02% 272
2022
Q1 		$12K Buy
+854
New +$11.7K ﹤0.01% 513

Other funds holding FBRT

AWA
Arete Wealth Advisors Chicago, Illinois $1.33B AUM 25.12% 1-Year Est. Return
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
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 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
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
DMKJ
David M. Knott Jr $168M AUM 60.36% 1-Year Est. Return

Selective Wealth Management's FBRT Position: Q4 2022 in Review

Selective Wealth Management sold out of Franklin BSP Realty Trust (FBRT) in Q4 2022, closing a stake of 4,959 shares — an estimated $53K sold.

Selective Wealth Management first reported a position in FBRT in Q1 2022 and held it in 3 quarters. The position peaked at $67K in Q2 2022. 188 funds tracked by Wall St. Rank hold FBRT as of Q4 2022.

  • Selective Wealth Management reported no remaining Franklin BSP Realty Trust position as of Q4 2022 after selling out during the quarter.
  • Selective Wealth Management sold 4,959 Franklin BSP Realty Trust shares in Q4 2022, an estimated $53K.
  • Selective Wealth Management first reported a position in Franklin BSP Realty Trust in Q1 2022 and held it in 3 quarters.
  • Selective Wealth Management's Franklin BSP Realty Trust position peaked at $67K in Q2 2022.
  • 188 funds tracked by Wall St. Rank held Franklin BSP Realty Trust as of Q4 2022.

Based on Selective Wealth Management's 13F filing for Q4 2022, filed 23 Jan 2023.