BIG
FBRT

Brookwood Investment Group’s Franklin BSP Realty Trust FBRT Stock Holding History

Brookwood Investment Group’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 		$198K Sell
24,293
-2,454
-9% -$21.3K 0.02% 511
2026
Q1 		$227K Hold
26,747
– – 0.03% 456
2025
Q4 		$268K Buy
26,747
+3,000
+13% +$31.3K 0.03% 416
2025
Q3 		$258K Buy
+23,747
New +$262K 0.03% 401

Other funds holding FBRT

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
GC
Gratia Capital Los Angeles, California $165M AUM 34.15% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Brookwood Investment Group's FBRT Position: Q2 2026 in Review

Brookwood Investment Group reduced its Franklin BSP Realty Trust (FBRT) stake by 9.2% in Q2 2026, selling an estimated $21.3K and leaving 24,293 shares worth $198K. The position accounts for 0.02% of the portfolio, ranked #511.

Brookwood Investment Group first reported a position in FBRT in Q3 2025 and has held it in 4 quarters since. The position peaked at $268K in Q4 2025. 243 funds tracked by Wall St. Rank hold FBRT as of Q2 2026.

  • Brookwood Investment Group held 24,293 shares of Franklin BSP Realty Trust worth $198K as of Q2 2026.
  • Brookwood Investment Group sold 2,454 Franklin BSP Realty Trust shares in Q2 2026, an estimated $21.3K.
  • Franklin BSP Realty Trust made up 0.02% of Brookwood Investment Group's portfolio in Q2 2026, its #511 holding.
  • Brookwood Investment Group first reported a position in Franklin BSP Realty Trust in Q3 2025 and has held it in 4 quarters since.
  • Brookwood Investment Group's Franklin BSP Realty Trust position peaked at $268K in Q4 2025.
  • 243 funds tracked by Wall St. Rank held Franklin BSP Realty Trust as of Q2 2026.

Based on Brookwood Investment Group's 13F filing for Q2 2026, filed 23 Jul 2026.