Bank of Montreal
FBRT

Bank of Montreal’s Franklin BSP Realty Trust FBRT Stock Holding History

Bank of Montreal’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
-12,433
Closed -$133K – 3619
2025
Q2 		$133K Buy
12,433
+18
+0.1% +$202 ﹤0.01% 2922
2025
Q1 		$158K Buy
+12,415
New +$160K ﹤0.01% 2793
2023
Q2 		– Sell
-11,059
Closed -$132K – 4071
2023
Q1 		$132K Buy
+11,059
New +$148K ﹤0.01% 3165
2022
Q4 		– Sell
-14,888
Closed -$175 – 4070
2022
Q3 		$175 Buy
+14,888
New +$205K ﹤0.01% 3260
2022
Q2 		– Sell
-11,398
Closed -$158K – 4184
2022
Q1 		$158K Sell
11,398
-667
-6% -$9.11K ﹤0.01% 3542
2021
Q4 		$185K Buy
+12,065
New +$195K ﹤0.01% 2979

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

Bank of Montreal's FBRT Position: Q3 2025 in Review

Bank of Montreal sold out of Franklin BSP Realty Trust (FBRT) in Q3 2025, closing a stake of 12,433 shares — an estimated $133K sold.

Bank of Montreal first reported a position in FBRT in Q4 2021 and held it in 6 quarters. The position peaked at $185K in Q4 2021. 215 funds tracked by Wall St. Rank hold FBRT as of Q3 2025.

  • Bank of Montreal reported no remaining Franklin BSP Realty Trust position as of Q3 2025 after selling out during the quarter.
  • Bank of Montreal sold 12,433 Franklin BSP Realty Trust shares in Q3 2025, an estimated $133K.
  • Bank of Montreal first reported a position in Franklin BSP Realty Trust in Q4 2021 and held it in 6 quarters.
  • Bank of Montreal's Franklin BSP Realty Trust position peaked at $185K in Q4 2021.
  • 215 funds tracked by Wall St. Rank held Franklin BSP Realty Trust as of Q3 2025.

Based on Bank of Montreal's 13F filing for Q3 2025, filed 13 Nov 2025.