AWS
FBRT

Atria Wealth Solutions’s Franklin BSP Realty Trust FBRT Stock Holding History

Atria Wealth Solutions’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
-55,886
Closed -$712K – 1595
2025
Q1 		$712K Sell
55,886
-22,223
-28% -$287K 0.01% 1024
2024
Q4 		$979K Sell
78,109
-13,995
-15% -$181K 0.01% 929
2024
Q3 		$1.2M Sell
92,104
-3,259
-3% -$42.8K 0.01% 844
2024
Q2 		$1.2M Sell
95,363
-7,335
-7% -$93.4K 0.01% 810
2024
Q1 		$1.4M Sell
102,698
-3,315
-3% -$43.2K 0.02% 764
2023
Q4 		$1.43M Sell
106,013
-2,678
-2% -$35.3K 0.02% 728
2023
Q3 		$1.44M Buy
108,691
+46,469
+75% +$647K 0.02% 675
2023
Q2 		$890K Buy
62,222
+17,886
+40% +$236K 0.01% 887
2023
Q1 		$539K Sell
44,336
-6,081
-12% -$81.5K 0.01% 1087
2022
Q4 		$662K Buy
50,417
+11,593
+30% +$155K 0.01% 944
2022
Q3 		$418K Buy
+38,824
New +$534K 0.01% 1130

Other funds holding FBRT

BlackRock
BlackRock New York $5.7T 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