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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 $6.73T AUM 46.02% 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 $3.38T AUM 44.17% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
STAS
Strong Tower Advisory Services Minneapolis, Minnesota $568M AUM 13.18% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
C
Cliffwater Marina Del Rey, California $402M AUM 7.57% 1-Year Est. Return
Mirae Asset Global ETFs Holdings
Mirae Asset Global ETFs Holdings Causeway Bay, Hong Kong $83.9B AUM 60.43% 1-Year Est. Return

Atria Wealth Solutions's FBRT Position: Q2 2025 in Review

Atria Wealth Solutions sold out of Franklin BSP Realty Trust (FBRT) in Q2 2025, closing a stake of 55,886 shares — an estimated $712K sold.

Atria Wealth Solutions first reported a position in FBRT in Q3 2022 and held it in 11 quarters. The position peaked at $1.44M in Q3 2023. 210 funds tracked by Wall St. Rank hold FBRT as of Q2 2025.

  • Atria Wealth Solutions reported no remaining Franklin BSP Realty Trust position as of Q2 2025 after selling out during the quarter.
  • Atria Wealth Solutions sold 55,886 Franklin BSP Realty Trust shares in Q2 2025, an estimated $712K.
  • Atria Wealth Solutions first reported a position in Franklin BSP Realty Trust in Q3 2022 and held it in 11 quarters.
  • Atria Wealth Solutions's Franklin BSP Realty Trust position peaked at $1.44M in Q3 2023.
  • 210 funds tracked by Wall St. Rank held Franklin BSP Realty Trust as of Q2 2025.

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