SWA
FBRT

Sutton Wealth Advisors’s Franklin BSP Realty Trust FBRT Stock Holding History

Sutton Wealth 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
2022
Q3 		– Sell
-37
Closed -$499 – 1669
2022
Q2 		$499 Buy
+37
New +$527 ﹤0.01% 1454
2022
Q1 		– Sell
-20
Closed -$299 – 1656
2021
Q4 		$299 Buy
+20
New +$323 ﹤0.01% 1600

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
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 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
CIM
Centersquare Investment Management Conshohocken, Pennsylvania $9.67B AUM 5.55% 1-Year Est. Return
DMKJ
David M. Knott Jr $168M AUM 60.36% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Sutton Wealth Advisors's FBRT Position: Q3 2022 in Review

Sutton Wealth Advisors sold out of Franklin BSP Realty Trust (FBRT) in Q3 2022, closing a stake of 37 shares — an estimated $499 sold.

Sutton Wealth Advisors first reported a position in FBRT in Q4 2021 and held it in 2 quarters. The position peaked at $499 in Q2 2022. 184 funds tracked by Wall St. Rank hold FBRT as of Q3 2022.

  • Sutton Wealth Advisors reported no remaining Franklin BSP Realty Trust position as of Q3 2022 after selling out during the quarter.
  • Sutton Wealth Advisors sold 37 Franklin BSP Realty Trust shares in Q3 2022, an estimated $499.
  • Sutton Wealth Advisors first reported a position in Franklin BSP Realty Trust in Q4 2021 and held it in 2 quarters.
  • Sutton Wealth Advisors's Franklin BSP Realty Trust position peaked at $499 in Q2 2022.
  • 184 funds tracked by Wall St. Rank held Franklin BSP Realty Trust as of Q3 2022.

Based on Sutton Wealth Advisors's 13F filing for Q3 2022, filed 7 Nov 2023.