CA
FBRT

Clearstead Advisors’s Franklin BSP Realty Trust FBRT Stock Holding History

Clearstead 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 		$180 Buy
+22
New +$191 ﹤0.01% 3229
2025
Q4 		– Sell
-266
Closed -$2.89K – 2913
2025
Q3 		$2.89K Buy
+266
New +$2.93K ﹤0.01% 2343

Other funds holding FBRT

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
Universal-Beteiligungs- und Servicegesellschaft
Universal-Beteiligungs- und Servicegesellschaft Frankfurt Am Main, Germany $65.4B AUM 39.83% 1-Year Est. Return
ETC
Exchange Traded Concepts Oklahoma City, Oklahoma $21.9B AUM 68.6% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return
FMN
Financial Management Network Mission Viejo, California $697M AUM 21.37% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return

Clearstead Advisors's FBRT Position: Q2 2026 in Review

Clearstead Advisors opened a new position in Franklin BSP Realty Trust (FBRT) in Q2 2026: 22 shares worth $180. The stake represents ﹤0.01% of the portfolio and ranks #3229 among its holdings. This is a return to the name: Clearstead Advisors previously reported a position in FBRT as recently as Q3 2025.

Clearstead Advisors first reported a position in FBRT in Q3 2025 and has held it in 2 quarters since. The position peaked at $2.89K in Q3 2025. 104 funds tracked by Wall St. Rank hold FBRT as of Q2 2026.

  • Clearstead Advisors held 22 shares of Franklin BSP Realty Trust worth $180 as of Q2 2026.
  • Franklin BSP Realty Trust was a new Clearstead Advisors position in Q2 2026.
  • Franklin BSP Realty Trust made up ﹤0.01% of Clearstead Advisors's portfolio in Q2 2026, its #3229 holding.
  • Clearstead Advisors first reported a position in Franklin BSP Realty Trust in Q3 2025 and has held it in 2 quarters since.
  • Clearstead Advisors's Franklin BSP Realty Trust position peaked at $2.89K in Q3 2025.
  • 104 funds tracked by Wall St. Rank held Franklin BSP Realty Trust as of Q2 2026.

Based on Clearstead Advisors's 13F filing for Q2 2026, filed 6 Aug 2026.