Arax Advisory Partners’s Franklin BSP Realty Trust FBRT Stock Holding History

Arax Advisory Partners’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	$632K	Buy	77,597 +190	+0.2%	+$1.65K	﹤0.01%	1482
2026 Q1	$657K	Sell	77,407 -11,857	-13%	-$113K	0.02%	541
2025 Q4	$895K	Sell	89,264 -2,692	-3%	-$28.1K	0.03%	411
2025 Q3	$999K	Buy	91,956 +2,628	+3%	+$29K	0.01%	644
2025 Q2	$955K	Buy	+89,328	New	+$1M	0.04%	261

Other funds holding FBRT

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Gratia Capital Los Angeles, California $165M AUM 34.15% 1-Year Est. Return

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Arax Advisory Partners's FBRT Position: Q2 2026 in Review

Arax Advisory Partners increased its Franklin BSP Realty Trust (FBRT) stake by 0.25% in Q2 2026, buying an estimated $1.65K and bringing the position to 77,597 shares worth $632K. The position accounts for ﹤0.01% of the portfolio, ranked #1482.

Arax Advisory Partners first reported a position in FBRT in Q2 2025 and has held it in 5 quarters since. The position peaked at $999K in Q3 2025. 243 funds tracked by Wall St. Rank hold FBRT as of Q2 2026.

Arax Advisory Partners held 77,597 shares of Franklin BSP Realty Trust worth $632K as of Q2 2026.
Arax Advisory Partners bought 190 Franklin BSP Realty Trust shares in Q2 2026, an estimated $1.65K.
Franklin BSP Realty Trust made up ﹤0.01% of Arax Advisory Partners's portfolio in Q2 2026, its #1482 holding.
Arax Advisory Partners first reported a position in Franklin BSP Realty Trust in Q2 2025 and has held it in 5 quarters since.
Arax Advisory Partners's Franklin BSP Realty Trust position peaked at $999K in Q3 2025.
243 funds tracked by Wall St. Rank held Franklin BSP Realty Trust as of Q2 2026.

Based on Arax Advisory Partners's 13F filing for Q2 2026, filed 10 Aug 2026.