CAS
FBRT

Coppell Advisory Solutions’s Franklin BSP Realty Trust FBRT Stock Holding History

Coppell Advisory Solutions’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 		– Sell
-11,722
Closed -$122K – 113
2025
Q4 		$122K Hold
11,722
– – 0.01% 390
2025
Q3 		$132K Sell
11,722
-760
-6% -$8.37K 0.01% 391
2025
Q2 		$138K Sell
12,482
-378
-3% -$4.25K 0.02% 365
2025
Q1 		$149K Buy
12,860
+1,138
+10% +$14.7K 0.02% 327
2024
Q4 		$147K Hold
11,722
– – 0.02% 336
2024
Q3 		$158K Sell
11,722
-3,760
-24% -$49.4K 0.02% 325
2024
Q2 		$195K Buy
+15,482
New +$197K 0.03% 263
2023
Q4 		$306K Buy
22,682
+22,083
+3,687% +$291K 0.06% 208
2023
Q3 		$7.73K Sell
599
-6,171
-91% -$85.9K ﹤0.01% 642
2023
Q2 		$95.6K Buy
+6,770
New +$89.3K 0.03% 273
2023
Q1 		– Sell
-599
Closed -$7.73K – 492
2022
Q4 		$7.73K Buy
+599
New +$8.02K ﹤0.01% 649

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
Mirae Asset Global ETFs Holdings
Mirae Asset Global ETFs Holdings Causeway Bay, Hong Kong $83.9B AUM 60.43% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
GC
Gratia Capital Los Angeles, California $165M AUM 34.15% 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
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Coppell Advisory Solutions's FBRT Position: Q1 2026 in Review

Coppell Advisory Solutions sold out of Franklin BSP Realty Trust (FBRT) in Q1 2026, closing a stake of 11,722 shares — an estimated $122K sold.

Coppell Advisory Solutions first reported a position in FBRT in Q4 2022 and held it in 11 quarters. The position peaked at $306K in Q4 2023. 211 funds tracked by Wall St. Rank hold FBRT as of Q1 2026.

  • Coppell Advisory Solutions reported no remaining Franklin BSP Realty Trust position as of Q1 2026 after selling out during the quarter.
  • Coppell Advisory Solutions sold 11,722 Franklin BSP Realty Trust shares in Q1 2026, an estimated $122K.
  • Coppell Advisory Solutions first reported a position in Franklin BSP Realty Trust in Q4 2022 and held it in 11 quarters.
  • Coppell Advisory Solutions's Franklin BSP Realty Trust position peaked at $306K in Q4 2023.
  • 211 funds tracked by Wall St. Rank held Franklin BSP Realty Trust as of Q1 2026.

Based on Coppell Advisory Solutions's 13F filing for Q1 2026, filed 15 May 2026.