C
FBRT

Covestor’s Franklin BSP Realty Trust FBRT Stock Holding History

Covestor’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 		$10K Buy
1,259
+1,171
+1,331% +$10.2K 0.01% 1578
2026
Q1 		$1K Buy
88
+16
+22% +$152 ﹤0.01% 2032
2025
Q4 		$1K Buy
72
+13
+22% +$136 ﹤0.01% 2050
2025
Q3 		$1K Buy
59
+24
+69% +$264 ﹤0.01% 2065
2025
Q2 		$0 Sell
35
-120
-77% -$1.35K ﹤0.01% 2372
2025
Q1 		$2K Sell
155
-112
-42% -$1.45K ﹤0.01% 1838
2024
Q4 		$3K Buy
267
+50
+23% +$646 ﹤0.01% 1798
2024
Q3 		$3K Buy
217
+46
+27% +$604 ﹤0.01% 1765
2024
Q2 		$2K Buy
171
+53
+45% +$675 ﹤0.01% 1846
2024
Q1 		$2K Buy
118
+112
+1,867% +$1.46K ﹤0.01% 1845
2023
Q4 		$0 Hold
6
– – ﹤0.01% 2300
2023
Q3 		$0 Sell
6
-1
-14% -$14 ﹤0.01% 2279
2023
Q2 		$0 Sell
7
-7
-50% -$92 ﹤0.01% 2285
2023
Q1 		$0 Sell
14
-5
-26% -$67 ﹤0.01% 2187
2022
Q4 		$0 Buy
19
+2
+12% +$27 ﹤0.01% 2215
2022
Q3 		$0 Buy
+17
New +$234 ﹤0.01% 2172
2022
Q1 		– Sell
-85
Closed -$1K – 2213
2021
Q4 		$1K Buy
+85
New +$1.37K ﹤0.01% 1744

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
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
GC
Gratia Capital Los Angeles, California $165M AUM 34.15% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Covestor's FBRT Position: Q2 2026 in Review

Covestor increased its Franklin BSP Realty Trust (FBRT) stake by 1,331% in Q2 2026, buying an estimated $10.2K and bringing the position to 1,259 shares worth $10K. The position accounts for 0.01% of the portfolio, ranked #1578.

Covestor first reported a position in FBRT in Q4 2021 and has held it in 17 quarters since. 243 funds tracked by Wall St. Rank hold FBRT as of Q2 2026.

  • Covestor held 1,259 shares of Franklin BSP Realty Trust worth $10K as of Q2 2026.
  • Covestor bought 1,171 Franklin BSP Realty Trust shares in Q2 2026, an estimated $10.2K.
  • Franklin BSP Realty Trust made up 0.01% of Covestor's portfolio in Q2 2026, its #1578 holding.
  • Covestor first reported a position in Franklin BSP Realty Trust in Q4 2021 and has held it in 17 quarters since.
  • 243 funds tracked by Wall St. Rank held Franklin BSP Realty Trust as of Q2 2026.

Based on Covestor's 13F filing for Q2 2026, filed 7 Aug 2026.