AI
FBRT

AXS Investments’s Franklin BSP Realty Trust FBRT Stock Holding History

AXS Investments’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
Q3 		– Sell
-129,879
Closed -$1.39M – 208
2025
Q2 		$1.39M Sell
129,879
-4,258
-3% -$47.8K 0.57% 68
2025
Q1 		$1.71M Sell
134,137
-9,348
-7% -$121K 0.47% 62
2024
Q4 		$1.8M Sell
143,485
-390
-0.3% -$5.04K 0.5% 59
2024
Q3 		$1.88M Sell
143,875
-11,888
-8% -$156K 0.5% 58
2024
Q2 		$2.07M Sell
155,763
-7,380
-5% -$94K 0.58% 35
2024
Q1 		$2.18M Sell
163,143
-12,161
-7% -$159K 0.52% 44
2023
Q4 		$2.37M Sell
175,304
-9,489
-5% -$125K 0.57% 42
2023
Q3 		$2.45M Buy
+184,793
New +$2.57M 0.63% 46

Other funds holding FBRT

BlackRock
BlackRock New York $5.72T 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
Mirae Asset Global ETFs Holdings
Mirae Asset Global ETFs Holdings Causeway Bay, Hong Kong $73.7B AUM 53.56% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

AXS Investments's FBRT Position: Q3 2025 in Review

AXS Investments sold out of Franklin BSP Realty Trust (FBRT) in Q3 2025, closing a stake of 129,879 shares — an estimated $1.39M sold.

AXS Investments first reported a position in FBRT in Q3 2023 and held it in 8 quarters. The position peaked at $2.45M in Q3 2023. 215 funds tracked by Wall St. Rank hold FBRT as of Q3 2025.

  • AXS Investments reported no remaining Franklin BSP Realty Trust position as of Q3 2025 after selling out during the quarter.
  • AXS Investments sold 129,879 Franklin BSP Realty Trust shares in Q3 2025, an estimated $1.39M.
  • AXS Investments first reported a position in Franklin BSP Realty Trust in Q3 2023 and held it in 8 quarters.
  • AXS Investments's Franklin BSP Realty Trust position peaked at $2.45M in Q3 2023.
  • 215 funds tracked by Wall St. Rank held Franklin BSP Realty Trust as of Q3 2025.

Based on AXS Investments's 13F filing for Q3 2025, filed 4 Nov 2025.