SPL
FBRT icon

Superior Planning, LLC’s Franklin BSP Realty Trust FBRT Stock Holding History

Superior Planning, LLC’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
2026
Q3 		$4.68K Buy
+732
New +$5.77K ﹤0.01% 1222

Other funds holding FBRT

Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $474B AUM 32.39% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.27T AUM 50.62% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return
Jupiter Asset Management
Jupiter Asset Management London, United Kingdom $21.4B AUM 19.74% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
QGA
Q Global Advisors Fort Worth, Texas $165M AUM 14.14% 1-Year Est. Return
Gabelli Funds
Gabelli Funds Rye, New York $15.1B AUM 23.88% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $100B AUM 26.06% 1-Year Est. Return

Superior Planning, LLC's FBRT Position: Q3 2026 in Review

Superior Planning, LLC opened a new position in Franklin BSP Realty Trust (FBRT) in Q3 2026: 732 shares worth $4.68K. The stake represents ﹤0.01% of the portfolio and ranks #1222 among its holdings.

122 funds tracked by Wall St. Rank hold FBRT as of Q3 2026.

  • Superior Planning, LLC held 732 shares of Franklin BSP Realty Trust worth $4.68K as of Q3 2026.
  • Franklin BSP Realty Trust was a new Superior Planning, LLC position in Q3 2026.
  • Franklin BSP Realty Trust made up ﹤0.01% of Superior Planning, LLC's portfolio in Q3 2026, its #1222 holding.
  • 122 funds tracked by Wall St. Rank held Franklin BSP Realty Trust as of Q3 2026.

Based on Superior Planning, LLC's 13F filing for Q3 2026, filed 12 Nov 2026.