AWA
FBRT

Arkadios Wealth Advisors’s Franklin BSP Realty Trust FBRT Stock Holding History

Arkadios Wealth Advisors’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 		$362K Buy
44,491
+20,597
+86% +$179K 0.01% 1301
2026
Q1 		$203K Sell
23,894
-368
-2% -$3.5K ﹤0.01% 1566
2025
Q4 		$243K Buy
24,262
+3,346
+16% +$34.9K ﹤0.01% 1357
2025
Q3 		$227K Sell
20,916
-26
-0.1% -$286 0.01% 1304
2025
Q2 		$224K Buy
20,942
+394
+2% +$4.42K 0.01% 1163
2025
Q1 		$262K Sell
20,548
-83
-0.4% -$1.07K 0.01% 954
2024
Q4 		$259K Sell
20,631
-523
-2% -$6.76K 0.01% 775
2024
Q3 		$276K Buy
21,154
+287
+1% +$3.77K 0.02% 740
2024
Q2 		$263K Buy
20,867
+1,509
+8% +$19.2K 0.02% 678
2024
Q1 		$259K Sell
19,358
-1,769
-8% -$23.1K 0.02% 586
2023
Q4 		$285K Sell
21,127
-3,113
-13% -$41K 0.02% 543
2023
Q3 		$321K Sell
24,240
-13,354
-36% -$186K 0.03% 463
2023
Q2 		$532K Sell
37,594
-18,177
-33% -$240K 0.06% 288
2023
Q1 		$665K Buy
55,771
+17,856
+47% +$239K 0.08% 247
2022
Q4 		$489K Sell
37,915
-20,851
-35% -$279K 0.06% 285
2022
Q3 		$633K Sell
58,766
-58,391
-50% -$803K 0.1% 230
2022
Q2 		$1.58M Buy
+117,157
New +$1.67M 0.23% 119

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

Arkadios Wealth Advisors's FBRT Position: Q2 2026 in Review

Arkadios Wealth Advisors increased its Franklin BSP Realty Trust (FBRT) stake by 86% in Q2 2026, buying an estimated $179K and bringing the position to 44,491 shares worth $362K. The position accounts for 0.01% of the portfolio, ranked #1301.

Arkadios Wealth Advisors first reported a position in FBRT in Q2 2022 and has held it in 17 quarters since. The position peaked at $1.58M in Q2 2022. 243 funds tracked by Wall St. Rank hold FBRT as of Q2 2026.

  • Arkadios Wealth Advisors held 44,491 shares of Franklin BSP Realty Trust worth $362K as of Q2 2026.
  • Arkadios Wealth Advisors bought 20,597 Franklin BSP Realty Trust shares in Q2 2026, an estimated $179K.
  • Franklin BSP Realty Trust made up 0.01% of Arkadios Wealth Advisors's portfolio in Q2 2026, its #1301 holding.
  • Arkadios Wealth Advisors first reported a position in Franklin BSP Realty Trust in Q2 2022 and has held it in 17 quarters since.
  • Arkadios Wealth Advisors's Franklin BSP Realty Trust position peaked at $1.58M in Q2 2022.
  • 243 funds tracked by Wall St. Rank held Franklin BSP Realty Trust as of Q2 2026.

Based on Arkadios Wealth Advisors's 13F filing for Q2 2026, filed 10 Aug 2026.