CIBC Private Wealth Group
FBRT

CIBC Private Wealth Group’s Franklin BSP Realty Trust FBRT Stock Holding History

CIBC Private Wealth 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
2025
Q4 		$16.2K Buy
1,620
+20
+1% +$209 ﹤0.01% 2244
2025
Q3 		$17.4K Buy
+1,600
New +$17.6K ﹤0.01% 2198

Other funds holding FBRT

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 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
Mirae Asset Global ETFs Holdings
Mirae Asset Global ETFs Holdings Causeway Bay, Hong Kong $73.7B AUM 53.56% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
GC
Gratia Capital Los Angeles, California $227M AUM 16.14% 1-Year Est. Return

CIBC Private Wealth Group's FBRT Position: Q4 2025 in Review

CIBC Private Wealth Group increased its Franklin BSP Realty Trust (FBRT) stake by 1.3% in Q4 2025, buying an estimated $209 and bringing the position to 1,620 shares worth $16.2K. The position accounts for ﹤0.01% of the portfolio, ranked #2244.

CIBC Private Wealth Group first reported a position in FBRT in Q3 2025 and has held it in 2 quarters since. The position peaked at $17.4K in Q3 2025. 210 funds tracked by Wall St. Rank hold FBRT as of Q4 2025.

  • CIBC Private Wealth Group held 1,620 shares of Franklin BSP Realty Trust worth $16.2K as of Q4 2025.
  • CIBC Private Wealth Group bought 20 Franklin BSP Realty Trust shares in Q4 2025, an estimated $209.
  • Franklin BSP Realty Trust made up ﹤0.01% of CIBC Private Wealth Group's portfolio in Q4 2025, its #2244 holding.
  • CIBC Private Wealth Group first reported a position in Franklin BSP Realty Trust in Q3 2025 and has held it in 2 quarters since.
  • CIBC Private Wealth Group's Franklin BSP Realty Trust position peaked at $17.4K in Q3 2025.
  • 210 funds tracked by Wall St. Rank held Franklin BSP Realty Trust as of Q4 2025.

Based on CIBC Private Wealth Group's 13F filing for Q4 2025, filed 12 Feb 2026.