Belpointe Asset Management’s Franklin BSP Realty Trust FBRT Stock Holding History

Belpointe Asset Management’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 Q2	$328K	Buy	40,314 +28,214	+233%	+$245K	0.01%	869
2026 Q1	$103K	Hold	12,100	–	–	﹤0.01%	1048
2025 Q4	$121K	Sell	12,100 -10,000	-45%	-$104K	﹤0.01%	997
2025 Q3	$240K	Buy	+22,100	New	+$244K	0.01%	867
2023 Q4	–	Sell	-12,767	Closed	-$169K	–	717
2023 Q3	$169K	Hold	12,767	–	–	0.02%	612
2023 Q2	$181K	Sell	12,767 -15,512	-55%	-$205K	0.02%	576
2023 Q1	$337K	Sell	28,279 -2,134	-7%	-$28.6K	0.02%	700
2022 Q4	$392K	Sell	30,413 -450	-1%	-$6.02K	0.02%	635
2022 Q3	$332K	Sell	30,863 -5,630	-15%	-$77.4K	0.02%	654
2022 Q2	$492K	Buy	+36,493	New	+$519K	0.03%	488

Other funds holding FBRT

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Gratia Capital Los Angeles, California $165M AUM 34.15% 1-Year Est. Return

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Belpointe Asset Management's FBRT Position: Q2 2026 in Review

Belpointe Asset Management increased its Franklin BSP Realty Trust (FBRT) stake by 233% in Q2 2026, buying an estimated $245K and bringing the position to 40,314 shares worth $328K. The position accounts for 0.01% of the portfolio, ranked #869.

Belpointe Asset Management first reported a position in FBRT in Q2 2022 and has held it in 10 quarters since. The position peaked at $492K in Q2 2022. 243 funds tracked by Wall St. Rank hold FBRT as of Q2 2026.

Belpointe Asset Management held 40,314 shares of Franklin BSP Realty Trust worth $328K as of Q2 2026.
Belpointe Asset Management bought 28,214 Franklin BSP Realty Trust shares in Q2 2026, an estimated $245K.
Franklin BSP Realty Trust made up 0.01% of Belpointe Asset Management's portfolio in Q2 2026, its #869 holding.
Belpointe Asset Management first reported a position in Franklin BSP Realty Trust in Q2 2022 and has held it in 10 quarters since.
Belpointe Asset Management's Franklin BSP Realty Trust position peaked at $492K in Q2 2022.
243 funds tracked by Wall St. Rank held Franklin BSP Realty Trust as of Q2 2026.

Based on Belpointe Asset Management's 13F filing for Q2 2026, filed 31 Jul 2026.