Creative Planning
FBRT

Creative Planning’s Franklin BSP Realty Trust FBRT Stock Holding History

Creative Planning’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 		$219K Sell
26,859
-6,544
-20% -$56.9K ﹤0.01% 3817
2026
Q1 		$284K Buy
33,403
+5,167
+18% +$49.2K ﹤0.01% 3470
2025
Q4 		$283K Sell
28,236
-4,331
-13% -$45.2K ﹤0.01% 3284
2025
Q3 		$354K Buy
32,567
+4,135
+15% +$45.6K ﹤0.01% 3018
2025
Q2 		$304K Sell
28,432
-4,362
-13% -$49K ﹤0.01% 2884
2025
Q1 		$418K Sell
32,794
-1,290
-4% -$16.7K ﹤0.01% 2464
2024
Q4 		$427K Sell
34,084
-7,572
-18% -$97.9K ﹤0.01% 2372
2024
Q3 		$544K Sell
41,656
-1,013
-2% -$13.3K ﹤0.01% 2034
2024
Q2 		$538K Buy
42,669
+733
+2% +$9.33K ﹤0.01% 1880
2024
Q1 		$560K Hold
41,936
– – ﹤0.01% 1776
2023
Q4 		$567K Sell
41,936
-1,281
-3% -$16.9K ﹤0.01% 1632
2023
Q3 		$572K Sell
43,217
-238
-0.5% -$3.31K ﹤0.01% 1477
2023
Q2 		$615K Sell
43,455
-795
-2% -$10.5K ﹤0.01% 1426
2023
Q1 		$528K Sell
44,250
-1,567
-3% -$21K ﹤0.01% 1427
2022
Q4 		$591K Buy
45,817
+23
+0.1% +$308 ﹤0.01% 1335
2022
Q3 		$493K Sell
45,794
-3,184
-7% -$43.8K ﹤0.01% 1339
2022
Q2 		$660K Buy
+48,978
New +$697K ﹤0.01% 1158

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

Creative Planning's FBRT Position: Q2 2026 in Review

Creative Planning reduced its Franklin BSP Realty Trust (FBRT) stake by 20% in Q2 2026, selling an estimated $56.9K and leaving 26,859 shares worth $219K. The position accounts for ﹤0.01% of the portfolio, ranked #3817.

Creative Planning first reported a position in FBRT in Q2 2022 and has held it in 17 quarters since. The position peaked at $660K in Q2 2022. 243 funds tracked by Wall St. Rank hold FBRT as of Q2 2026.

  • Creative Planning held 26,859 shares of Franklin BSP Realty Trust worth $219K as of Q2 2026.
  • Creative Planning sold 6,544 Franklin BSP Realty Trust shares in Q2 2026, an estimated $56.9K.
  • Franklin BSP Realty Trust made up ﹤0.01% of Creative Planning's portfolio in Q2 2026, its #3817 holding.
  • Creative Planning first reported a position in Franklin BSP Realty Trust in Q2 2022 and has held it in 17 quarters since.
  • Creative Planning's Franklin BSP Realty Trust position peaked at $660K in Q2 2022.
  • 243 funds tracked by Wall St. Rank held Franklin BSP Realty Trust as of Q2 2026.

Based on Creative Planning's 13F filing for Q2 2026, filed 13 Aug 2026.