Cetera Investment Advisers
FBRT

Cetera Investment Advisers’s Franklin BSP Realty Trust FBRT Stock Holding History

Cetera Investment Advisers’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 		$623K Sell
76,551
-9,110
-11% -$79.2K ﹤0.01% 3494
2026
Q1 		$727K Sell
85,661
-42,829
-33% -$408K ﹤0.01% 3184
2025
Q4 		$1.29M Buy
128,490
+394
+0.3% +$4.11K ﹤0.01% 2615
2025
Q3 		$1.39M Buy
128,096
+5,396
+4% +$59.5K ﹤0.01% 2489
2025
Q2 		$1.31M Buy
122,700
+1,728
+1% +$19.4K ﹤0.01% 2151
2025
Q1 		$1.54M Buy
120,972
+1,114
+0.9% +$14.4K ﹤0.01% 1947
2024
Q4 		$1.5M Sell
119,858
-18,755
-14% -$242K ﹤0.01% 1868
2024
Q3 		$1.81M Buy
138,613
+5,761
+4% +$75.6K ﹤0.01% 1692
2024
Q2 		$1.67M Buy
132,852
+1,236
+0.9% +$15.7K ﹤0.01% 1706
2024
Q1 		$1.76M Buy
131,616
+70,549
+116% +$920K ﹤0.01% 1648
2023
Q4 		$825K Sell
61,067
-48,758
-44% -$643K 0.01% 1220
2023
Q3 		$1.45M Sell
109,825
-8,638
-7% -$120K 0.01% 886
2023
Q2 		$1.68M Buy
118,463
+15,586
+15% +$206K 0.01% 846
2023
Q1 		$1.23M Buy
102,877
+10,245
+11% +$137K 0.01% 938
2022
Q4 		$1.19M Sell
92,632
-17,145
-16% -$229K 0.01% 921
2022
Q3 		$1.18M Buy
109,777
+556
+0.5% +$7.64K 0.02% 650
2022
Q2 		$1.47M Buy
+109,221
New +$1.55M 0.02% 634

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

Cetera Investment Advisers's FBRT Position: Q2 2026 in Review

Cetera Investment Advisers reduced its Franklin BSP Realty Trust (FBRT) stake by 11% in Q2 2026, selling an estimated $79.2K and leaving 76,551 shares worth $623K. The position accounts for ﹤0.01% of the portfolio, ranked #3494.

Cetera Investment Advisers first reported a position in FBRT in Q2 2022 and has held it in 17 quarters since. The position peaked at $1.81M in Q3 2024. 243 funds tracked by Wall St. Rank hold FBRT as of Q2 2026.

  • Cetera Investment Advisers held 76,551 shares of Franklin BSP Realty Trust worth $623K as of Q2 2026.
  • Cetera Investment Advisers sold 9,110 Franklin BSP Realty Trust shares in Q2 2026, an estimated $79.2K.
  • Franklin BSP Realty Trust made up ﹤0.01% of Cetera Investment Advisers's portfolio in Q2 2026, its #3494 holding.
  • Cetera Investment Advisers first reported a position in Franklin BSP Realty Trust in Q2 2022 and has held it in 17 quarters since.
  • Cetera Investment Advisers's Franklin BSP Realty Trust position peaked at $1.81M in Q3 2024.
  • 243 funds tracked by Wall St. Rank held Franklin BSP Realty Trust as of Q2 2026.

Based on Cetera Investment Advisers's 13F filing for Q2 2026, filed 12 Aug 2026.