Fidelity Investments
FBRT

Fidelity Investments’s Franklin BSP Realty Trust FBRT Stock Holding History

Fidelity Investments’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 		$77.6K Buy
9,539
+4,885
+105% +$42.5K ﹤0.01% 4096
2026
Q1 		$39.5K Sell
4,654
-11,926
-72% -$113K ﹤0.01% 4236
2025
Q4 		$166K Buy
16,580
+13,813
+499% +$144K ﹤0.01% 3519
2025
Q3 		$30.1K Sell
2,767
-5,333
-66% -$58.8K ﹤0.01% 4185
2025
Q2 		$86.6K Buy
8,100
+2,869
+55% +$32.2K ﹤0.01% 3668
2025
Q1 		$66.6K Buy
5,231
+1,279
+32% +$16.5K ﹤0.01% 3726
2024
Q4 		$49.6K Buy
3,952
+1,329
+51% +$17.2K ﹤0.01% 3855
2024
Q3 		$34.3K Buy
2,623
+787
+43% +$10.3K ﹤0.01% 3942
2024
Q2 		$23.1K Buy
1,836
+649
+55% +$8.27K ﹤0.01% 4006
2024
Q1 		$15.9K Sell
1,187
-966
-45% -$12.6K ﹤0.01% 4105
2023
Q4 		$29.1K Sell
2,153
-49
-2% -$646 ﹤0.01% 3759
2023
Q3 		$29.2K Sell
2,202
-60
-3% -$835 ﹤0.01% 3613
2023
Q2 		$32K Buy
2,262
+1,232
+120% +$16.2K ﹤0.01% 3649
2023
Q1 		$12.3K Sell
1,030
-1,002
-49% -$13.4K ﹤0.01% 4048
2022
Q4 		$26.2K Sell
2,032
-23,287
-92% -$312K ﹤0.01% 3673
2022
Q3 		$272K Buy
25,319
+462
+2% +$6.35K ﹤0.01% 2961
2022
Q2 		$335K Buy
24,857
+24,390
+5,223% +$347K ﹤0.01% 2973
2022
Q1 		$7K Buy
+467
New +$6.38K ﹤0.01% 4331

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
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
GC
Gratia Capital Los Angeles, California $165M AUM 34.15% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Fidelity Investments's FBRT Position: Q2 2026 in Review

Fidelity Investments increased its Franklin BSP Realty Trust (FBRT) stake by 105% in Q2 2026, buying an estimated $42.5K and bringing the position to 9,539 shares worth $77.6K. The position accounts for ﹤0.01% of the portfolio, ranked #4096.

Fidelity Investments first reported a position in FBRT in Q1 2022 and has held it in 18 quarters since. The position peaked at $335K in Q2 2022. 243 funds tracked by Wall St. Rank hold FBRT as of Q2 2026.

  • Fidelity Investments held 9,539 shares of Franklin BSP Realty Trust worth $77.6K as of Q2 2026.
  • Fidelity Investments bought 4,885 Franklin BSP Realty Trust shares in Q2 2026, an estimated $42.5K.
  • Franklin BSP Realty Trust made up ﹤0.01% of Fidelity Investments's portfolio in Q2 2026, its #4096 holding.
  • Fidelity Investments first reported a position in Franklin BSP Realty Trust in Q1 2022 and has held it in 18 quarters since.
  • Fidelity Investments's Franklin BSP Realty Trust position peaked at $335K in Q2 2022.
  • 243 funds tracked by Wall St. Rank held Franklin BSP Realty Trust as of Q2 2026.

Based on Fidelity Investments's 13F filing for Q2 2026, filed 13 Aug 2026.