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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
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
0.24%
119
Other funds holding FBRT
BlackRock
New York
$5.7T AUM
30.48%
1-Year Est. Return
VCM
Vanguard Capital Management
Malvern, Pennsylvania
$4.04T AUM
State Street
Boston, Massachusetts
$2.9T AUM
29.55%
1-Year Est. Return
Mirae Asset Global ETFs Holdings
Causeway Bay, Hong Kong
$73.7B AUM
53.56%
1-Year Est. Return
VPM
Vanguard Portfolio Management
Malvern, Pennsylvania
$1.91T AUM
GC
Gratia Capital
Los Angeles, California
$106M AUM
16.14%
1-Year Est. Return
Geode Capital Management
Boston, Massachusetts
$1.61T AUM
30.72%
1-Year Est. Return
Invesco
Atlanta, Georgia
$653B AUM
32.41%
1-Year Est. Return
Franklin Resources
San Mateo, California
$408B AUM
30.18%
1-Year Est. Return
Charles Schwab
San Francisco, California
$654B AUM
26.35%
1-Year Est. Return
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Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
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