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
2023
Q1 		– Sell
-13
Closed -$52 – 1315
2022
Q4 		$52 Buy
+13
New +$174 ﹤0.01% 1218
2022
Q3 		– Sell
-3,075
Closed -$41 – 854
2022
Q2 		$41 Buy
+3,075
New +$43.8K ﹤0.01% 617

Other funds holding FBRT

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VCM
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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