DWM
FBRT

Diversify Wealth Management’s Franklin BSP Realty Trust FBRT Stock Holding History

Diversify Wealth Management’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 		$177K Hold
22,011
– – ﹤0.01% 1203
2026
Q1 		$190K Buy
+22,011
New +$209K ﹤0.01% 1097

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

Diversify Wealth Management's FBRT Position: Q2 2026 in Review

Diversify Wealth Management held its Franklin BSP Realty Trust (FBRT) position steady in Q2 2026 at 22,011 shares worth $177K. The position accounts for ﹤0.01% of the portfolio, ranked #1203.

Diversify Wealth Management first reported a position in FBRT in Q1 2026 and has held it in 2 quarters since. The position peaked at $190K in Q1 2026. 243 funds tracked by Wall St. Rank hold FBRT as of Q2 2026.

  • Diversify Wealth Management held 22,011 shares of Franklin BSP Realty Trust worth $177K as of Q2 2026.
  • Diversify Wealth Management left its Franklin BSP Realty Trust share count unchanged in Q2 2026.
  • Franklin BSP Realty Trust made up ﹤0.01% of Diversify Wealth Management's portfolio in Q2 2026, its #1203 holding.
  • Diversify Wealth Management first reported a position in Franklin BSP Realty Trust in Q1 2026 and has held it in 2 quarters since.
  • Diversify Wealth Management's Franklin BSP Realty Trust position peaked at $190K in Q1 2026.
  • 243 funds tracked by Wall St. Rank held Franklin BSP Realty Trust as of Q2 2026.

Based on Diversify Wealth Management's 13F filing for Q2 2026, filed 30 Jul 2026.