FGAM
FBRT

Financial Gravity Asset Management’s Franklin BSP Realty Trust FBRT Stock Holding History

Financial Gravity Asset Management’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 		$64.6K Buy
+7,604
New +$72.4K 0.01% 277
2025
Q1 		$128K Buy
+10,026
New +$129K 0.03% 191

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

Financial Gravity Asset Management's FBRT Position: Q1 2026 in Review

Financial Gravity Asset Management opened a new position in Franklin BSP Realty Trust (FBRT) in Q1 2026: 7,604 shares worth $64.6K. The stake represents 0.01% of the portfolio and ranks #277 among its holdings. This is a return to the name: Financial Gravity Asset Management previously reported a position in FBRT as recently as Q1 2025.

Financial Gravity Asset Management first reported a position in FBRT in Q1 2025 and has held it in 2 quarters since. The position peaked at $128K in Q1 2025. 211 funds tracked by Wall St. Rank hold FBRT as of Q1 2026.

  • Financial Gravity Asset Management held 7,604 shares of Franklin BSP Realty Trust worth $64.6K as of Q1 2026.
  • Franklin BSP Realty Trust was a new Financial Gravity Asset Management position in Q1 2026.
  • Franklin BSP Realty Trust made up 0.01% of Financial Gravity Asset Management's portfolio in Q1 2026, its #277 holding.
  • Financial Gravity Asset Management first reported a position in Franklin BSP Realty Trust in Q1 2025 and has held it in 2 quarters since.
  • Financial Gravity Asset Management's Franklin BSP Realty Trust position peaked at $128K in Q1 2025.
  • 211 funds tracked by Wall St. Rank held Franklin BSP Realty Trust as of Q1 2026.

Based on Financial Gravity Asset Management's 13F filing for Q1 2026, filed 8 May 2026.