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
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 $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Mirae Asset Global ETFs Holdings
Mirae Asset Global ETFs Holdings Causeway Bay, Hong Kong $73.7B AUM 53.56% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
GC
Gratia Capital Los Angeles, California $227M AUM 16.14% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Cetera Investment Advisers's FBRT Position: Q1 2026 in Review

Cetera Investment Advisers reduced its Franklin BSP Realty Trust (FBRT) stake by 33% in Q1 2026, selling an estimated $408K and leaving 85,661 shares worth $727K. The position accounts for ﹤0.01% of the portfolio, ranked #3184.

Cetera Investment Advisers first reported a position in FBRT in Q2 2022 and has held it in 16 quarters since. The position peaked at $1.81M in Q3 2024. 211 funds tracked by Wall St. Rank hold FBRT as of Q1 2026.

  • Cetera Investment Advisers held 85,661 shares of Franklin BSP Realty Trust worth $727K as of Q1 2026.
  • Cetera Investment Advisers sold 42,829 Franklin BSP Realty Trust shares in Q1 2026, an estimated $408K.
  • Franklin BSP Realty Trust made up ﹤0.01% of Cetera Investment Advisers's portfolio in Q1 2026, its #3184 holding.
  • Cetera Investment Advisers first reported a position in Franklin BSP Realty Trust in Q2 2022 and has held it in 16 quarters since.
  • Cetera Investment Advisers's Franklin BSP Realty Trust position peaked at $1.81M in Q3 2024.
  • 211 funds tracked by Wall St. Rank held Franklin BSP Realty Trust as of Q1 2026.

Based on Cetera Investment Advisers's 13F filing for Q1 2026, filed 13 May 2026.