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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
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