AWM
FBRT

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

Apollon 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
2025
Q2 		– Sell
-27,237
Closed -$347K – 1288
2025
Q1 		$347K Buy
27,237
+1,496
+6% +$19.3K 0.01% 898
2024
Q4 		$323K Buy
25,741
+4,819
+23% +$62.3K 0.01% 914
2024
Q3 		$273K Buy
+20,922
New +$275K 0.01% 938

Other funds holding FBRT

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
STAS
Strong Tower Advisory Services Minneapolis, Minnesota $558M AUM 13.89% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
C
Cliffwater Marina Del Rey, California $377M AUM 5.73% 1-Year Est. Return
Mirae Asset Global ETFs Holdings
Mirae Asset Global ETFs Holdings Causeway Bay, Hong Kong $73.7B AUM 53.56% 1-Year Est. Return

Apollon Wealth Management's FBRT Position: Q2 2025 in Review

Apollon Wealth Management sold out of Franklin BSP Realty Trust (FBRT) in Q2 2025, closing a stake of 27,237 shares — an estimated $347K sold.

Apollon Wealth Management first reported a position in FBRT in Q3 2024 and held it in 3 quarters. The position peaked at $347K in Q1 2025. 210 funds tracked by Wall St. Rank hold FBRT as of Q2 2025.

  • Apollon Wealth Management reported no remaining Franklin BSP Realty Trust position as of Q2 2025 after selling out during the quarter.
  • Apollon Wealth Management sold 27,237 Franklin BSP Realty Trust shares in Q2 2025, an estimated $347K.
  • Apollon Wealth Management first reported a position in Franklin BSP Realty Trust in Q3 2024 and held it in 3 quarters.
  • Apollon Wealth Management's Franklin BSP Realty Trust position peaked at $347K in Q1 2025.
  • 210 funds tracked by Wall St. Rank held Franklin BSP Realty Trust as of Q2 2025.

Based on Apollon Wealth Management's 13F filing for Q2 2025, filed 25 Jul 2025.