EP
FBRT

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
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

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
Mirae Asset Global ETFs Holdings
Mirae Asset Global ETFs Holdings Causeway Bay, Hong Kong $83.9B AUM 60.43% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
GC
Gratia Capital Los Angeles, California $165M AUM 34.15% 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
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Essential Partners's FBRT Position: Q1 2026 in Review

Essential Partners sold out of Franklin BSP Realty Trust (FBRT) in Q1 2026, closing a stake of 58 shares — an estimated $582 sold.

Essential Partners first reported a position in FBRT in Q2 2025 and held it in 3 quarters. The position peaked at $6.31K in Q3 2025. 211 funds tracked by Wall St. Rank hold FBRT as of Q1 2026.

  • Essential Partners reported no remaining Franklin BSP Realty Trust position as of Q1 2026 after selling out during the quarter.
  • Essential Partners sold 58 Franklin BSP Realty Trust shares in Q1 2026, an estimated $582.
  • Essential Partners first reported a position in Franklin BSP Realty Trust in Q2 2025 and held it in 3 quarters.
  • Essential Partners's Franklin BSP Realty Trust position peaked at $6.31K in Q3 2025.
  • 211 funds tracked by Wall St. Rank held Franklin BSP Realty Trust as of Q1 2026.

Based on Essential Partners's 13F filing for Q1 2026, filed 21 May 2026.