Commonwealth Equity Services
FBRT

Commonwealth Equity Services’s Franklin BSP Realty Trust FBRT Stock Holding History

Commonwealth Equity Services’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
Q3 		– Sell
-43,857
Closed -$469K – 4297
2025
Q2 		$469K Buy
43,857
+19,512
+80% +$219K ﹤0.01% 3189
2025
Q1 		$310K Sell
24,345
-5,332
-18% -$68.8K ﹤0.01% 3464
2024
Q4 		$372K Buy
29,677
+414
+1% +$5.35K ﹤0.01% 3220
2024
Q3 		$382K Sell
29,263
-3,298
-10% -$43.3K ﹤0.01% 3133
2024
Q2 		$410K Buy
32,561
+3,886
+14% +$49.5K ﹤0.01% 3015
2024
Q1 		$383K Buy
28,675
+5,989
+26% +$78.1K ﹤0.01% 3054
2023
Q4 		$306K Sell
22,686
-1,257
-5% -$16.6K ﹤0.01% 3152
2023
Q3 		$317K Sell
23,943
-276
-1% -$3.84K ﹤0.01% 2984
2023
Q2 		$343K Buy
24,219
+265
+1% +$3.5K ﹤0.01% 2935
2023
Q1 		$285 Sell
23,954
-3,534
-13% -$47.4K ﹤0.01% 3011
2022
Q4 		$354K Sell
27,488
-2,387
-8% -$31.9K ﹤0.01% 2744
2022
Q3 		$321K Buy
29,875
+2,859
+11% +$39.3K ﹤0.01% 2767
2022
Q2 		$364K Buy
+27,016
New +$385K ﹤0.01% 2658

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
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
STAS
Strong Tower Advisory Services Minneapolis, Minnesota $558M AUM 13.89% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 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
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Commonwealth Equity Services's FBRT Position: Q3 2025 in Review

Commonwealth Equity Services sold out of Franklin BSP Realty Trust (FBRT) in Q3 2025, closing a stake of 43,857 shares — an estimated $469K sold.

Commonwealth Equity Services first reported a position in FBRT in Q2 2022 and held it in 13 quarters. The position peaked at $469K in Q2 2025. 215 funds tracked by Wall St. Rank hold FBRT as of Q3 2025.

  • Commonwealth Equity Services reported no remaining Franklin BSP Realty Trust position as of Q3 2025 after selling out during the quarter.
  • Commonwealth Equity Services sold 43,857 Franklin BSP Realty Trust shares in Q3 2025, an estimated $469K.
  • Commonwealth Equity Services first reported a position in Franklin BSP Realty Trust in Q2 2022 and held it in 13 quarters.
  • Commonwealth Equity Services's Franklin BSP Realty Trust position peaked at $469K in Q2 2025.
  • 215 funds tracked by Wall St. Rank held Franklin BSP Realty Trust as of Q3 2025.

Based on Commonwealth Equity Services's 13F filing for Q3 2025, filed 22 Oct 2025.