CMA
FBRT

Cedar Mountain Advisors’s Franklin BSP Realty Trust FBRT Stock Holding History

Cedar Mountain Advisors’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 		$3.33K Hold
409
– – ﹤0.01% 790
2026
Q1 		$3.47K Buy
+409
New +$3.89K ﹤0.01% 746

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

Cedar Mountain Advisors's FBRT Position: Q2 2026 in Review

Cedar Mountain Advisors held its Franklin BSP Realty Trust (FBRT) position steady in Q2 2026 at 409 shares worth $3.33K. The position accounts for ﹤0.01% of the portfolio, ranked #790.

Cedar Mountain Advisors first reported a position in FBRT in Q1 2026 and has held it in 2 quarters since. The position peaked at $3.47K in Q1 2026. 243 funds tracked by Wall St. Rank hold FBRT as of Q2 2026.

  • Cedar Mountain Advisors held 409 shares of Franklin BSP Realty Trust worth $3.33K as of Q2 2026.
  • Cedar Mountain Advisors left its Franklin BSP Realty Trust share count unchanged in Q2 2026.
  • Franklin BSP Realty Trust made up ﹤0.01% of Cedar Mountain Advisors's portfolio in Q2 2026, its #790 holding.
  • Cedar Mountain Advisors first reported a position in Franklin BSP Realty Trust in Q1 2026 and has held it in 2 quarters since.
  • Cedar Mountain Advisors's Franklin BSP Realty Trust position peaked at $3.47K in Q1 2026.
  • 243 funds tracked by Wall St. Rank held Franklin BSP Realty Trust as of Q2 2026.

Based on Cedar Mountain Advisors's 13F filing for Q2 2026, filed 2 Jul 2026.