Diversify Advisory Services’s Franklin BSP Realty Trust FBRT Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$177K Buy
22,011
+976
+5% +$8.48K ﹤0.01% 1203
2026
Q1
$189K Sell
21,035
-4,604
-18% -$43.8K 0.03% 207
2025
Q4
$264K Hold
25,639
0.01% 794
2025
Q3
$259K Buy
+25,639
New +$283K 0.01% 771

Other funds holding FBRT

Diversify Advisory Services's FBRT Position: Q2 2026 in Review

Diversify Advisory Services increased its Franklin BSP Realty Trust (FBRT) stake by 4.6% in Q2 2026, buying an estimated $8.48K and bringing the position to 22,011 shares worth $177K. The position accounts for ﹤0.01% of the portfolio, ranked #1203.

Diversify Advisory Services first reported a position in FBRT in Q3 2025 and has held it in 4 quarters since. The position peaked at $264K in Q4 2025. 243 funds tracked by Wall St. Rank hold FBRT as of Q2 2026.

  • Diversify Advisory Services held 22,011 shares of Franklin BSP Realty Trust worth $177K as of Q2 2026.
  • Diversify Advisory Services bought 976 Franklin BSP Realty Trust shares in Q2 2026, an estimated $8.48K.
  • Franklin BSP Realty Trust made up ﹤0.01% of Diversify Advisory Services's portfolio in Q2 2026, its #1203 holding.
  • Diversify Advisory Services first reported a position in Franklin BSP Realty Trust in Q3 2025 and has held it in 4 quarters since.
  • Diversify Advisory Services's Franklin BSP Realty Trust position peaked at $264K in Q4 2025.
  • 243 funds tracked by Wall St. Rank held Franklin BSP Realty Trust as of Q2 2026.

Based on Diversify Advisory Services's 13F filing for Q2 2026, filed 10 Aug 2026.