Brinker Capital Investments’s Franklin BSP Realty Trust FBRT Stock Holding History

Brinker Capital 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
2026 Q2	$214K	Buy	26,233 +1,072	+4%	+$9.32K	﹤0.01%	1793
2026 Q1	$214K	Sell	25,161 -279	-1%	-$2.65K	﹤0.01%	1831
2025 Q4	$255K	Buy	25,440 +2,076	+9%	+$21.7K	﹤0.01%	1884
2025 Q3	$254K	Buy	23,364 +503	+2%	+$5.54K	﹤0.01%	1849
2025 Q2	$244K	Sell	22,861 -1,381	-6%	-$15.5K	﹤0.01%	1797
2025 Q1	$309K	Buy	24,242 +3,365	+16%	+$43.4K	﹤0.01%	1613
2024 Q4	$262K	Buy	20,877 +1,238	+6%	+$16K	﹤0.01%	1619
2024 Q3	$256K	Buy	19,639 +1,381	+8%	+$18.1K	﹤0.01%	1601
2024 Q2	$230K	Buy	+18,258	New	+$233K	﹤0.01%	1575

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

Brinker Capital Investments's FBRT Position: Q2 2026 in Review

Brinker Capital Investments increased its Franklin BSP Realty Trust (FBRT) stake by 4.3% in Q2 2026, buying an estimated $9.32K and bringing the position to 26,233 shares worth $214K. The position accounts for ﹤0.01% of the portfolio, ranked #1793.

Brinker Capital Investments first reported a position in FBRT in Q2 2024 and has held it in 9 quarters since. The position peaked at $309K in Q1 2025. 243 funds tracked by Wall St. Rank hold FBRT as of Q2 2026.

Brinker Capital Investments held 26,233 shares of Franklin BSP Realty Trust worth $214K as of Q2 2026.
Brinker Capital Investments bought 1,072 Franklin BSP Realty Trust shares in Q2 2026, an estimated $9.32K.
Franklin BSP Realty Trust made up ﹤0.01% of Brinker Capital Investments's portfolio in Q2 2026, its #1793 holding.
Brinker Capital Investments first reported a position in Franklin BSP Realty Trust in Q2 2024 and has held it in 9 quarters since.
Brinker Capital Investments's Franklin BSP Realty Trust position peaked at $309K in Q1 2025.
243 funds tracked by Wall St. Rank held Franklin BSP Realty Trust as of Q2 2026.

Based on Brinker Capital Investments's 13F filing for Q2 2026, filed 14 Aug 2026.