Truist Financial
FBRT

Truist Financial’s Franklin BSP Realty Trust FBRT Stock Holding History

Truist Financial’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
-29,670
Closed -$374K – 2581
2024
Q2 		$374K Hold
29,670
– – ﹤0.01% 2159
2024
Q1 		$396K Buy
+29,670
New +$387K ﹤0.01% 2126
2023
Q1 		– Sell
-40,170
Closed -$518K – 2601
2022
Q4 		$518K Buy
+40,170
New +$538K ﹤0.01% 1929

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
Invesco
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
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
1832 Asset Management
1832 Asset Management Toronto, Ontario, Canada $109B AUM 35.56% 1-Year Est. Return

Truist Financial's FBRT Position: Q3 2024 in Review

Truist Financial sold out of Franklin BSP Realty Trust (FBRT) in Q3 2024, closing a stake of 29,670 shares — an estimated $374K sold.

Truist Financial first reported a position in FBRT in Q4 2022 and held it in 3 quarters. The position peaked at $518K in Q4 2022. 187 funds tracked by Wall St. Rank hold FBRT as of Q3 2024.

  • Truist Financial reported no remaining Franklin BSP Realty Trust position as of Q3 2024 after selling out during the quarter.
  • Truist Financial sold 29,670 Franklin BSP Realty Trust shares in Q3 2024, an estimated $374K.
  • Truist Financial first reported a position in Franklin BSP Realty Trust in Q4 2022 and held it in 3 quarters.
  • Truist Financial's Franklin BSP Realty Trust position peaked at $518K in Q4 2022.
  • 187 funds tracked by Wall St. Rank held Franklin BSP Realty Trust as of Q3 2024.

Based on Truist Financial's 13F filing for Q3 2024, filed 13 Nov 2024.