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Essential Partners’s Franklin BSP Realty Trust FBRT Stock Holding History

Essential Partners’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
Q3 		$204 Buy
+32
New +$252 ﹤0.01% 2590
2026
Q1 		– Sell
-58
Closed -$582 – 2890
2025
Q4 		$582 Sell
58
-523
-90% -$5.46K ﹤0.01% 2191
2025
Q3 		$6.31K Buy
581
+539
+1,283% +$5.94K ﹤0.01% 1338
2025
Q2 		$449 Buy
+42
New +$472 ﹤0.01% 1733

Other funds holding FBRT

FMN
Financial Management Network Mission Viejo, California $695M AUM 13.16% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
TCM
Triumph Capital Management Denver, Colorado $573M AUM 15.32% 1-Year Est. Return
MGI
Miller Global Investments Dallas, Texas $124M AUM 25.7% 1-Year Est. Return
IFG
Independent Financial Group San Diego, California $5.51B AUM 33.52% 1-Year Est. Return
CPBTD
Central Pacific Bank - Trust Division Honolulu, Hawaii $952M AUM 25.15% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return
CIA
Cape Investment Advisory Mcdonough, Georgia $388M AUM 17.15% 1-Year Est. Return
MG
Mather Group Chicago, Illinois $11.8B AUM 12.84% 1-Year Est. Return

Essential Partners's FBRT Position: Q3 2026 in Review

Essential Partners opened a new position in Franklin BSP Realty Trust (FBRT) in Q3 2026: 32 shares worth $204. The stake represents ﹤0.01% of the portfolio and ranks #2590 among its holdings. This is a return to the name: Essential Partners previously reported a position in FBRT as recently as Q4 2025.

Essential Partners first reported a position in FBRT in Q2 2025 and has held it in 4 quarters since. The position peaked at $6.31K in Q3 2025. 15 funds tracked by Wall St. Rank hold FBRT as of Q3 2026.

  • Essential Partners held 32 shares of Franklin BSP Realty Trust worth $204 as of Q3 2026.
  • Franklin BSP Realty Trust was a new Essential Partners position in Q3 2026.
  • Franklin BSP Realty Trust made up ﹤0.01% of Essential Partners's portfolio in Q3 2026, its #2590 holding.
  • Essential Partners first reported a position in Franklin BSP Realty Trust in Q2 2025 and has held it in 4 quarters since.
  • Essential Partners's Franklin BSP Realty Trust position peaked at $6.31K in Q3 2025.
  • 15 funds tracked by Wall St. Rank held Franklin BSP Realty Trust as of Q3 2026.

Based on Essential Partners's 13F filing for Q3 2026, filed 14 Oct 2026.