Carson Wealth (CWM LLC)
FBRT

Carson Wealth (CWM LLC)’s Franklin BSP Realty Trust FBRT Stock Holding History

Carson Wealth (CWM LLC)’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
Q1 		$167K Sell
19,611
-4,324
-18% -$41.1K ﹤0.01% 2881
2025
Q4 		$240K Buy
23,935
+17,515
+273% +$183K ﹤0.01% 2415
2025
Q3 		$70K Buy
6,420
+3,992
+164% +$44K ﹤0.01% 3244
2025
Q2 		$26K Buy
2,428
+1,357
+127% +$15.2K ﹤0.01% 3735
2025
Q1 		$14K Sell
1,071
-147
-12% -$1.9K ﹤0.01% 3911
2024
Q4 		$15K Sell
1,218
-1,281
-51% -$16.6K ﹤0.01% 3624
2024
Q3 		$33K Buy
2,499
+31
+1% +$407 ﹤0.01% 3021
2024
Q2 		$31K Buy
2,468
+112
+5% +$1.43K ﹤0.01% 2809
2024
Q1 		$31K Buy
2,356
+1,600
+212% +$20.9K ﹤0.01% 2621
2023
Q4 		$10K Sell
756
-1,074
-59% -$14.2K ﹤0.01% 3171
2023
Q3 		$24K Sell
1,830
-9
-0.5% -$125 ﹤0.01% 2559
2023
Q2 		$26K Buy
1,839
+909
+98% +$12K ﹤0.01% 2449
2023
Q1 		$11K Sell
930
-39
-4% -$523 ﹤0.01% 2887
2022
Q4 		$12K Sell
969
-80
-8% -$1.07K ﹤0.01% 2690
2022
Q3 		$11K Sell
1,049
-598
-36% -$8.22K ﹤0.01% 2621
2022
Q2 		$22K Buy
+1,647
New +$23.4K ﹤0.01% 2048
2022
Q1 		– Sell
-1,566
Closed -$23K – 3622
2021
Q4 		$23K Buy
+1,566
New +$25.3K ﹤0.01% 1913

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
Mirae Asset Global ETFs Holdings
Mirae Asset Global ETFs Holdings Causeway Bay, Hong Kong $83.9B AUM 60.43% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
GC
Gratia Capital Los Angeles, California $227M AUM 16.14% 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
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Carson Wealth (CWM LLC)'s FBRT Position: Q1 2026 in Review

Carson Wealth (CWM LLC) reduced its Franklin BSP Realty Trust (FBRT) stake by 18% in Q1 2026, selling an estimated $41.1K and leaving 19,611 shares worth $167K. The position accounts for ﹤0.01% of the portfolio, ranked #2881.

Carson Wealth (CWM LLC) first reported a position in FBRT in Q4 2021 and has held it in 17 quarters since. The position peaked at $240K in Q4 2025. 211 funds tracked by Wall St. Rank hold FBRT as of Q1 2026.

  • Carson Wealth (CWM LLC) held 19,611 shares of Franklin BSP Realty Trust worth $167K as of Q1 2026.
  • Carson Wealth (CWM LLC) sold 4,324 Franklin BSP Realty Trust shares in Q1 2026, an estimated $41.1K.
  • Franklin BSP Realty Trust made up ﹤0.01% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #2881 holding.
  • Carson Wealth (CWM LLC) first reported a position in Franklin BSP Realty Trust in Q4 2021 and has held it in 17 quarters since.
  • Carson Wealth (CWM LLC)'s Franklin BSP Realty Trust position peaked at $240K in Q4 2025.
  • 211 funds tracked by Wall St. Rank held Franklin BSP Realty Trust as of Q1 2026.

Based on Carson Wealth (CWM LLC)'s 13F filing for Q1 2026, filed 14 May 2026.