EWA
FBRT

EverSource Wealth Advisors’s Franklin BSP Realty Trust FBRT Stock Holding History

EverSource Wealth Advisors’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 		$204 Sell
24
-50
-68% -$476 ﹤0.01% 4197
2025
Q4 		$742 Buy
74
+51
+222% +$532 ﹤0.01% 3784
2025
Q3 		$250 Sell
23
-629
-96% -$6.93K ﹤0.01% 4069
2025
Q2 		$6.97K Buy
652
+96
+17% +$1.08K ﹤0.01% 3013
2025
Q1 		$7.08K Buy
556
+453
+440% +$5.85K ﹤0.01% 2314
2024
Q4 		$1.29K Sell
103
-588
-85% -$7.6K ﹤0.01% 2883
2024
Q3 		$9.02K Hold
691
– – ﹤0.01% 1926
2024
Q2 		$9.56K Hold
691
– – ﹤0.01% 1884
2024
Q1 		$8.63K Hold
691
– – ﹤0.01% 1771
2023
Q4 		$9.34K Hold
691
– – ﹤0.01% 1579
2023
Q3 		$9.15K Hold
691
– – ﹤0.01% 1453
2023
Q2 		$9.79K Sell
691
-304
-31% -$4.01K ﹤0.01% 1449
2023
Q1 		$11.9K Sell
995
-192
-16% -$2.57K ﹤0.01% 1281
2022
Q4 		$15.3K Buy
1,187
+819
+223% +$11K ﹤0.01% 1161
2022
Q3 		$4K Sell
368
-27
-7% -$371 ﹤0.01% 1431
2022
Q2 		$5K Buy
+395
New +$5.62K ﹤0.01% 1255

Other funds holding FBRT

BlackRock
BlackRock New York $5.7T 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 $106M 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 $653B AUM 32.41% 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