AWM
FBRT icon

Able Wealth Management’s Franklin BSP Realty Trust FBRT Stock Holding History

Able Wealth Management’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 		– Sell
-11,032
Closed -$89.8K – 206
2026
Q2 		$89.8K Buy
+11,032
New +$95.9K 0.02% 174

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MGI
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IFG
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CPBTD
Central Pacific Bank - Trust Division Honolulu, Hawaii $952M AUM 25.15% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return
CIA
Cape Investment Advisory Mcdonough, Georgia $388M AUM 17.15% 1-Year Est. Return
VCM
Versant Capital Management Phoenix, Arizona $1.17B AUM 28.44% 1-Year Est. Return
WPA
West Paces Advisors Atlanta, Georgia $586M AUM 14.12% 1-Year Est. Return

Able Wealth Management's FBRT Position: Q3 2026 in Review

Able Wealth Management sold out of Franklin BSP Realty Trust (FBRT) in Q3 2026, closing a stake of 11,032 shares — an estimated $89.8K sold.

Able Wealth Management first reported a position in FBRT in Q2 2026 and held it in 1 quarter. The position peaked at $89.8K in Q2 2026. 13 funds tracked by Wall St. Rank hold FBRT as of Q3 2026.

  • Able Wealth Management reported no remaining Franklin BSP Realty Trust position as of Q3 2026 after selling out during the quarter.
  • Able Wealth Management sold 11,032 Franklin BSP Realty Trust shares in Q3 2026, an estimated $89.8K.
  • Able Wealth Management first reported a position in Franklin BSP Realty Trust in Q2 2026 and held it in 1 quarter.
  • Able Wealth Management's Franklin BSP Realty Trust position peaked at $89.8K in Q2 2026.
  • 13 funds tracked by Wall St. Rank held Franklin BSP Realty Trust as of Q3 2026.

Based on Able Wealth Management's 13F filing for Q3 2026, filed 13 Oct 2026.