FGC
FBRT

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

Financial Gravity Companies’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
2025
Q2 		$107K Buy
+10,026
New +$113K 0.02% 216
2024
Q4 		$126K Buy
+10,026
New +$130K 0.03% 177

Other funds holding FBRT

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
STAS
Strong Tower Advisory Services Minneapolis, Minnesota $558M AUM 13.89% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
C
Cliffwater Marina Del Rey, California $377M AUM 5.73% 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

Financial Gravity Companies's FBRT Position: Q2 2025 in Review

Financial Gravity Companies opened a new position in Franklin BSP Realty Trust (FBRT) in Q2 2025: 10,026 shares worth $107K. The stake represents 0.02% of the portfolio and ranks #216 among its holdings. This is a return to the name: Financial Gravity Companies previously reported a position in FBRT as recently as Q4 2024.

Financial Gravity Companies first reported a position in FBRT in Q4 2024 and has held it in 2 quarters since. The position peaked at $126K in Q4 2024. 210 funds tracked by Wall St. Rank hold FBRT as of Q2 2025.

  • Financial Gravity Companies held 10,026 shares of Franklin BSP Realty Trust worth $107K as of Q2 2025.
  • Franklin BSP Realty Trust was a new Financial Gravity Companies position in Q2 2025.
  • Franklin BSP Realty Trust made up 0.02% of Financial Gravity Companies's portfolio in Q2 2025, its #216 holding.
  • Financial Gravity Companies first reported a position in Franklin BSP Realty Trust in Q4 2024 and has held it in 2 quarters since.
  • Financial Gravity Companies's Franklin BSP Realty Trust position peaked at $126K in Q4 2024.
  • 210 funds tracked by Wall St. Rank held Franklin BSP Realty Trust as of Q2 2025.

Based on Financial Gravity Companies's 13F filing for Q2 2025, filed 8 Aug 2025.