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 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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Gratia Capital Los Angeles, California $165M AUM 34.15% 1-Year Est. Return

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Farther Finance Advisors's FBRT Position: Q2 2026 in Review

Farther Finance Advisors reduced its Franklin BSP Realty Trust (FBRT) stake by 86% in Q2 2026, selling an estimated $540K and leaving 9,930 shares worth $80.8K. The position accounts for ﹤0.01% of the portfolio, ranked #2878.

Farther Finance Advisors first reported a position in FBRT in Q4 2023 and has held it in 6 quarters since. The position peaked at $719K in Q4 2025. 243 funds tracked by Wall St. Rank hold FBRT as of Q2 2026.

Farther Finance Advisors held 9,930 shares of Franklin BSP Realty Trust worth $80.8K as of Q2 2026.
Farther Finance Advisors sold 62,151 Franklin BSP Realty Trust shares in Q2 2026, an estimated $540K.
Franklin BSP Realty Trust made up ﹤0.01% of Farther Finance Advisors's portfolio in Q2 2026, its #2878 holding.
Farther Finance Advisors first reported a position in Franklin BSP Realty Trust in Q4 2023 and has held it in 6 quarters since.
Farther Finance Advisors's Franklin BSP Realty Trust position peaked at $719K in Q4 2025.
243 funds tracked by Wall St. Rank held Franklin BSP Realty Trust as of Q2 2026.

Based on Farther Finance Advisors's 13F filing for Q2 2026, filed 17 Jul 2026.