DI
FBRT

Disciplined Investments’s Franklin BSP Realty Trust FBRT Stock Holding History

Disciplined Investments’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 		$102K Hold
12,000
– – 0.04% 139
2025
Q4 		$120K Buy
+12,000
New +$125K 0.05% 127

Other funds holding FBRT

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 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
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
GC
Gratia Capital Los Angeles, California $227M AUM 16.14% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Disciplined Investments's FBRT Position: Q1 2026 in Review

Disciplined Investments held its Franklin BSP Realty Trust (FBRT) position steady in Q1 2026 at 12,000 shares worth $102K. The position accounts for 0.04% of the portfolio, ranked #139.

Disciplined Investments first reported a position in FBRT in Q4 2025 and has held it in 2 quarters since. The position peaked at $120K in Q4 2025. 211 funds tracked by Wall St. Rank hold FBRT as of Q1 2026.

  • Disciplined Investments held 12,000 shares of Franklin BSP Realty Trust worth $102K as of Q1 2026.
  • Disciplined Investments left its Franklin BSP Realty Trust share count unchanged in Q1 2026.
  • Franklin BSP Realty Trust made up 0.04% of Disciplined Investments's portfolio in Q1 2026, its #139 holding.
  • Disciplined Investments first reported a position in Franklin BSP Realty Trust in Q4 2025 and has held it in 2 quarters since.
  • Disciplined Investments's Franklin BSP Realty Trust position peaked at $120K in Q4 2025.
  • 211 funds tracked by Wall St. Rank held Franklin BSP Realty Trust as of Q1 2026.

Based on Disciplined Investments's 13F filing for Q1 2026, filed 12 May 2026.