Integrated Wealth Concepts LLC
Position in FSP — Franklin Street Properties Corp /Ma/
CIK 1737109
WALTHAM, MA
Position in FSP
as of Mar 31, 2026
· filed May 15, 2026
Position Value
$80,753
-$33,478 QoQ
Shares Held
122,354
+1.8% QoQ
Ownership
0.118%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Sep 2020
23 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in FSP Over Time
Shares Held
Position Value (USD)
Position in REIT - Office
Real Estate · as of Mar 31, 2026Integrated Wealth Concepts LLC holds $1,034,263 across 3 REIT - Office names. FSP ranks #3 (7.8% of the industry book) .
All Filings in FSP
Export CSV
23 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $80,753 | 122,354 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $114,231 | 120,244 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $153,672 | 96,045 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $156,670 | 95,531 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $170,009 | 95,511 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $174,785 | 95,511 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $169,054 | 95,511 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $111,359 | 72,784 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $165,219 | 72,784 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $186,327 | 72,784 | Shares | Sole | 2024-02-13 | |
| 2023-09-30 | $83,225 | 44,987 | Shares | Sole | 2023-11-15 | |
| 2023-06-30 | $65,231 | 44,987 | Shares | Sole | 2023-08-15 | |
| 2023-03-31 | $70,629 | 44,987 | Shares | Sole | 2023-05-03 | |
| 2022-12-31 | $122,814 | 44,987 | Shares | Sole | 2023-02-13 | |
| 2022-09-30 | $118,831 | 45,183 | Shares | Other | 2022-11-14 | |
| 2022-06-30 | $187,812 | 45,039 | Shares | Sole | 2022-08-08 | |
| 2022-03-31 | $194,930 | 33,039 | Shares | Sole | 2022-05-12 | |
| 2021-12-31 | $196,582 | 33,039 | Shares | Sole | 2022-02-15 | |
| 2021-09-30 | $153,300 | 33,039 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 | $173,785 | 33,039 | Shares | Sole | 2021-08-13 | |
| 2021-03-31 | $124,341 | 22,815 | Shares | Sole | 2021-05-13 | |
| 2020-12-31 | $52,933 | 12,113 | Shares | Sole | 2021-02-12 | |
| 2020-09-30 | $44,143 | 12,061 | Shares | Sole | 2020-11-13 | |
| No filing history on record for this holder in this stock. | ||||||