Klingman & Associates, LLC - FRANKLIN BSP RLTY TR INC ownership

Quarter-by-quarter ownership
Klingman & Associates, LLC ownership history of FRANKLIN BSP RLTY TR INC
ValueSharesWeighting
Q3 2023$334,205
-5.7%
25,242
+0.8%
0.03%
-6.9%
Q2 2023$354,425
+41.7%
25,030
+19.4%
0.03%
+31.8%
Q1 2023$250,10120,9640.02%
Other shareholders
FRANKLIN BSP RLTY TR INC shareholders Q4 2023
NameSharesValueWeighting ↓
Cliffwater LLC 1,889,987$24,380,8326.87%
PALO ALTO WEALTH ADVISORS, LLC 456,221$6,047,2095.15%
Penn Mutual Asset Management 349,988$4,514,8455.04%
Knott David M Jr 859,047$11,0824.19%
Strong Tower Advisory Services 479,964$6,191,5423.72%
Orchard Capital Management, LLC 551,811$7,118,3622.39%
FINANCIAL MANAGEMENT NETWORK INC 226,072$3,009,0151.34%
Kalos Management, Inc. 29,159$376,1510.85%
BKA Wealth Consulting, Inc. 29,540$381,0660.73%
RETIREMENT FINANCIAL SOLUTIONS, LLC 57,179$737,6120.63%
View complete list of FRANKLIN BSP RLTY TR INC shareholders