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

CoreCap 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 Q3	$1.78K	Hold	279	–	–	﹤0.01%	2531
2026 Q2	$2.27K	Hold	279	–	–	﹤0.01%	2507
2026 Q1	$2.37K	Hold	279	–	–	﹤0.01%	2372
2025 Q4	$2.8K	Sell	279 -49	-15%	-$512	﹤0.01%	2384
2025 Q3	$3.56K	Hold	328	–	–	﹤0.01%	2262
2025 Q2	$3.51K	Hold	328	–	–	﹤0.01%	2197
2025 Q1	$4.18K	Hold	328	–	–	﹤0.01%	2146
2024 Q4	$4.11K	Sell	328 -19	-5%	-$246	﹤0.01%	2015
2024 Q3	$4.53K	Sell	347 -325	-48%	-$4.27K	﹤0.01%	2002
2024 Q2	$8.47K	Hold	672	–	–	﹤0.01%	1086
2024 Q1	$8.98K	Buy	+672	New	+$8.77K	﹤0.01%	1766
2022 Q4	$7.83K	Buy	+607	New	+$8.12K	﹤0.01%	1617
2022 Q3	–	Sell	-2,192	Closed	-$30K	–	1027
2022 Q2	$30K	Buy	+2,192	New	+$31.2K	﹤0.01%	1106

Other funds holding FBRT

FMN

Financial Management Network Mission Viejo, California $695M AUM 13.16% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

MGI

Miller Global Investments Dallas, Texas $124M AUM 25.7% 1-Year Est. Return

IFG

Independent Financial Group San Diego, California $5.51B AUM 33.52% 1-Year Est. Return

CPBTD

Central Pacific Bank - Trust Division Honolulu, Hawaii $952M AUM 25.15% 1-Year Est. Return

FFA

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return

CIA

Cape Investment Advisory Mcdonough, Georgia $388M AUM 17.15% 1-Year Est. Return

VCM

Versant Capital Management Phoenix, Arizona $1.17B AUM 28.44% 1-Year Est. Return

WPA

West Paces Advisors Atlanta, Georgia $586M AUM 14.12% 1-Year Est. Return

CoreCap Advisors's FBRT Position: Q3 2026 in Review

CoreCap Advisors held its Franklin BSP Realty Trust (FBRT) position steady in Q3 2026 at 279 shares worth $1.78K. The position accounts for ﹤0.01% of the portfolio, ranked #2531.

CoreCap Advisors first reported a position in FBRT in Q2 2022 and has held it in 13 quarters since. The position peaked at $30K in Q2 2022. 13 funds tracked by Wall St. Rank hold FBRT as of Q3 2026.

CoreCap Advisors held 279 shares of Franklin BSP Realty Trust worth $1.78K as of Q3 2026.
CoreCap Advisors left its Franklin BSP Realty Trust share count unchanged in Q3 2026.
Franklin BSP Realty Trust made up ﹤0.01% of CoreCap Advisors's portfolio in Q3 2026, its #2531 holding.
CoreCap Advisors first reported a position in Franklin BSP Realty Trust in Q2 2022 and has held it in 13 quarters since.
CoreCap Advisors's Franklin BSP Realty Trust position peaked at $30K in Q2 2022.
13 funds tracked by Wall St. Rank held Franklin BSP Realty Trust as of Q3 2026.

Based on CoreCap Advisors's 13F filing for Q3 2026, filed 8 Oct 2026.