AWM
FBRT

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

AE 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
Q2 		$87.9K Buy
10,796
+493
+5% +$4.28K ﹤0.01% 1949
2026
Q1 		$87.5K Sell
10,303
-649
-6% -$6.18K ﹤0.01% 1840
2025
Q4 		$110K Buy
+10,952
New +$114K ﹤0.01% 1673
2025
Q2 		– Sell
-12,819
Closed -$163K – 2193
2025
Q1 		$163K Buy
+12,819
New +$166K ﹤0.01% 1328
2024
Q4 		– Sell
-11,284
Closed -$147K – 2137
2024
Q3 		$147K Sell
11,284
-19,313
-63% -$254K ﹤0.01% 1196
2024
Q2 		$387K Buy
30,597
+14,641
+92% +$186K ﹤0.01% 956
2024
Q1 		$213K Sell
15,956
-219,788
-93% -$2.87M ﹤0.01% 1075
2023
Q4 		$3.15M Buy
235,744
+29,432
+14% +$388K 0.02% 746
2023
Q3 		$2.74M Buy
206,312
+10,556
+5% +$147K 0.02% 743
2023
Q2 		$2.77M Sell
195,756
-15,959
-8% -$210K 0.02% 732
2023
Q1 		$2.54M Sell
211,715
-26,905
-11% -$360K 0.02% 710
2022
Q4 		$3.09M Sell
238,620
-6,556
-3% -$87.7K 0.02% 609
2022
Q3 		$2.64M Sell
245,176
-36,741
-13% -$505K 0.02% 615
2022
Q2 		$3.8M Buy
+281,917
New +$4.01M 0.03% 467
2022
Q1 		– Sell
-43,078
Closed -$644K – 1719
2021
Q4 		$644K Buy
+43,078
New +$696K ﹤0.01% 1151

Other funds holding FBRT

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
GC
Gratia Capital Los Angeles, California $165M AUM 34.15% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

AE Wealth Management's FBRT Position: Q2 2026 in Review

AE Wealth Management increased its Franklin BSP Realty Trust (FBRT) stake by 4.8% in Q2 2026, buying an estimated $4.28K and bringing the position to 10,796 shares worth $87.9K. The position accounts for ﹤0.01% of the portfolio, ranked #1949.

AE Wealth Management first reported a position in FBRT in Q4 2021 and has held it in 15 quarters since. The position peaked at $3.8M in Q2 2022. 243 funds tracked by Wall St. Rank hold FBRT as of Q2 2026.

  • AE Wealth Management held 10,796 shares of Franklin BSP Realty Trust worth $87.9K as of Q2 2026.
  • AE Wealth Management bought 493 Franklin BSP Realty Trust shares in Q2 2026, an estimated $4.28K.
  • Franklin BSP Realty Trust made up ﹤0.01% of AE Wealth Management's portfolio in Q2 2026, its #1949 holding.
  • AE Wealth Management first reported a position in Franklin BSP Realty Trust in Q4 2021 and has held it in 15 quarters since.
  • AE Wealth Management's Franklin BSP Realty Trust position peaked at $3.8M in Q2 2022.
  • 243 funds tracked by Wall St. Rank held Franklin BSP Realty Trust as of Q2 2026.

Based on AE Wealth Management's 13F filing for Q2 2026, filed 3 Aug 2026.