SWS Partners’s Franklin BSP Realty Trust FBRT Stock Holding History

SWS Partners’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
2024 Q3	–	Sell	-443	Closed	-$5.58K	–	171
2024 Q2	$5.58K	Buy	+443	New	+$5.64K	﹤0.01%	282

Other funds holding FBRT

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Cliffwater Marina Del Rey, California $377M AUM 5.73% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

STAS

Strong Tower Advisory Services Minneapolis, Minnesota $558M AUM 13.89% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

1832 Asset Management Toronto, Ontario, Canada $109B AUM 35.56% 1-Year Est. Return

SWS Partners's FBRT Position: Q3 2024 in Review

SWS Partners sold out of Franklin BSP Realty Trust (FBRT) in Q3 2024, closing a stake of 443 shares — an estimated $5.58K sold.

SWS Partners first reported a position in FBRT in Q2 2024 and held it in 1 quarter. The position peaked at $5.58K in Q2 2024. 187 funds tracked by Wall St. Rank hold FBRT as of Q3 2024.

SWS Partners reported no remaining Franklin BSP Realty Trust position as of Q3 2024 after selling out during the quarter.
SWS Partners sold 443 Franklin BSP Realty Trust shares in Q3 2024, an estimated $5.58K.
SWS Partners first reported a position in Franklin BSP Realty Trust in Q2 2024 and held it in 1 quarter.
SWS Partners's Franklin BSP Realty Trust position peaked at $5.58K in Q2 2024.
187 funds tracked by Wall St. Rank held Franklin BSP Realty Trust as of Q3 2024.

Based on SWS Partners's 13F filing for Q3 2024, filed 15 Oct 2024.