WFA
FBRT

Wipfli Financial Advisors’s Franklin BSP Realty Trust FBRT Stock Holding History

Wipfli Financial 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 		$16K Buy
+1,475
New +$20.3K ﹤0.01% 1654

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

Wipfli Financial Advisors's FBRT Position: Q3 2022 in Review

Wipfli Financial Advisors opened a new position in Franklin BSP Realty Trust (FBRT) in Q3 2022: 1,475 shares worth $16K. The stake represents ﹤0.01% of the portfolio and ranks #1654 among its holdings.

184 funds tracked by Wall St. Rank hold FBRT as of Q3 2022.

  • Wipfli Financial Advisors held 1,475 shares of Franklin BSP Realty Trust worth $16K as of Q3 2022.
  • Franklin BSP Realty Trust was a new Wipfli Financial Advisors position in Q3 2022.
  • Franklin BSP Realty Trust made up ﹤0.01% of Wipfli Financial Advisors's portfolio in Q3 2022, its #1654 holding.
  • 184 funds tracked by Wall St. Rank held Franklin BSP Realty Trust as of Q3 2022.

Based on Wipfli Financial Advisors's 13F filing for Q3 2022, filed 26 Oct 2022.