STA
FSP

Summit Trail Advisors’s Franklin Street Properties FSP Stock Holding History

Summit Trail Advisors’s Portfolio FSP Stock Details FSP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$134K Hold
201,311
– – ﹤0.01% 1401
2025
Q4 		$190K Sell
201,311
-918
-0.5% -$1.07K ﹤0.01% 1274
2025
Q3 		$324K Hold
202,229
– – ﹤0.01% 1190
2025
Q2 		$332K Buy
202,229
+74,359
+58% +$124K 0.01% 885
2025
Q1 		$228K Buy
127,870
+64,178
+101% +$118K 0.01% 361
2024
Q4 		$117K Sell
63,692
-38,559
-38% -$70.4K ﹤0.01% 380
2024
Q3 		$181K Buy
+102,251
New +$170K ﹤0.01% 680

Other funds holding FSP

PMG
Private Management Group Irvine, California $3.47B AUM 13.39% 1-Year Est. Return
NM
Newtyn Management New York $936M AUM 27.23% 1-Year Est. Return
CC
Converium Capital Montreal $175M AUM
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
GPCM
Guardsman Private Capital Management Sarasota, Florida $143M AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Summit Trail Advisors's FSP Position: Q1 2026 in Review

Summit Trail Advisors held its Franklin Street Properties (FSP) position steady in Q1 2026 at 201,311 shares worth $134K. The position accounts for ﹤0.01% of the portfolio, ranked #1401.

Summit Trail Advisors first reported a position in FSP in Q3 2024 and has held it in 7 quarters since. The position peaked at $332K in Q2 2025. 117 funds tracked by Wall St. Rank hold FSP as of Q1 2026.

  • Summit Trail Advisors held 201,311 shares of Franklin Street Properties worth $134K as of Q1 2026.
  • Summit Trail Advisors left its Franklin Street Properties share count unchanged in Q1 2026.
  • Franklin Street Properties made up ﹤0.01% of Summit Trail Advisors's portfolio in Q1 2026, its #1401 holding.
  • Summit Trail Advisors first reported a position in Franklin Street Properties in Q3 2024 and has held it in 7 quarters since.
  • Summit Trail Advisors's Franklin Street Properties position peaked at $332K in Q2 2025.
  • 117 funds tracked by Wall St. Rank held Franklin Street Properties as of Q1 2026.

Based on Summit Trail Advisors's 13F filing for Q1 2026, filed 12 May 2026.