Farther Finance Advisors’s Franklin BSP Realty Trust FBRT Stock Holding History

Farther Finance 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 Q3	$32K	Sell	5,012 -4,918	-50%	-$38.8K	﹤0.01%	3778
2026 Q2	$80.8K	Sell	9,930 -62,151	-86%	-$540K	﹤0.01%	2878
2026 Q1	$605K	Buy	72,081 +406	+0.6%	+$3.86K	0.01%	1266
2025 Q4	$719K	Buy	71,675 +71,565	+65,059%	+$747K	0.01%	1093
2025 Q3	$1.2K	Buy	+110	New	+$1.21K	﹤0.01%	4316
2024 Q2	–	Sell	-12,761	Closed	-$167K	–	3861
2024 Q1	$167K	Buy	12,761 +12,387	+3,312%	+$162K	0.01%	748
2023 Q4	$5.05K	Buy	+374	New	+$4.93K	﹤0.01%	1962

Other funds holding FBRT

FMN

Financial Management Network Mission Viejo, California $695M AUM 13.16% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 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

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

VCM

Versant Capital Management Phoenix, Arizona $1.17B AUM 28.44% 1-Year Est. Return

WPA

West Paces Advisors Atlanta, Georgia $586M AUM 14.12% 1-Year Est. Return

CoreCap Advisors Southfield, Michigan $3.48B AUM 21.43% 1-Year Est. Return

Farther Finance Advisors's FBRT Position: Q3 2026 in Review

Farther Finance Advisors reduced its Franklin BSP Realty Trust (FBRT) stake by 50% in Q3 2026, selling an estimated $38.8K and leaving 5,012 shares worth $32K. The position accounts for ﹤0.01% of the portfolio, ranked #3778.

Farther Finance Advisors first reported a position in FBRT in Q4 2023 and has held it in 7 quarters since. The position peaked at $719K in Q4 2025. 12 funds tracked by Wall St. Rank hold FBRT as of Q3 2026.

Farther Finance Advisors held 5,012 shares of Franklin BSP Realty Trust worth $32K as of Q3 2026.
Farther Finance Advisors sold 4,918 Franklin BSP Realty Trust shares in Q3 2026, an estimated $38.8K.
Franklin BSP Realty Trust made up ﹤0.01% of Farther Finance Advisors's portfolio in Q3 2026, its #3778 holding.
Farther Finance Advisors first reported a position in Franklin BSP Realty Trust in Q4 2023 and has held it in 7 quarters since.
Farther Finance Advisors's Franklin BSP Realty Trust position peaked at $719K in Q4 2025.
12 funds tracked by Wall St. Rank held Franklin BSP Realty Trust as of Q3 2026.

Based on Farther Finance Advisors's 13F filing for Q3 2026, filed 8 Oct 2026.