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

Financial Management Network’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 Q3	$385K	Sell	61,483 -45,121	-42%	-$356K	0.06%	145
2026 Q2	$870K	Sell	106,604 -1,880	-2%	-$16.3K	0.12%	103
2026 Q1	$937K	Sell	108,484 -3,547	-3%	-$33.8K	0.14%	90
2025 Q4	$1.13M	Sell	112,031 -1,158	-1%	-$12.1K	0.18%	76
2025 Q3	$1.22M	Buy	113,189 +8,615	+8%	+$94.9K	0.2%	70
2025 Q2	$1.14M	Sell	104,574 -203	-0.2%	-$2.28K	0.2%	72
2025 Q1	$1.19M	Sell	104,777 -23,970	-19%	-$309K	0.27%	66
2024 Q4	$1.64M	Sell	128,747 -19,762	-13%	-$255K	0.34%	56
2024 Q3	$1.9M	Sell	148,509 -9,496	-6%	-$125K	0.4%	52
2024 Q2	$1.98M	Sell	158,005 -23,255	-13%	-$296K	0.47%	47
2024 Q1	$2.34M	Sell	181,260 -28,542	-14%	-$372K	0.59%	36
2023 Q4	$2.8M	Sell	209,802 -2,505	-1%	-$33K	0.82%	26
2023 Q3	$2.68M	Buy	212,307 +6,037	+3%	+$84.1K	0.89%	26
2023 Q2	$2.93M	Sell	206,270 -22,014	-10%	-$290K	1.02%	22
2023 Q1	$2.73M	Buy	228,284 +2,212	+1%	+$29.6K	1.1%	21
2022 Q4	$3.01M	Buy	226,072 +818	+0.4%	+$10.9K	1.34%	16
2022 Q3	$2.63M	Sell	225,254 -34,735	-13%	-$478K	1.3%	16
2022 Q2	$3.54M	Buy	259,989 +235,965	+982%	+$3.36M	1.88%	11
2022 Q1	$346K	Sell	24,024 -1,902	-7%	-$26K	0.18%	85
2021 Q4	$398K	Buy	+25,926	New	+$419K	0.18%	92

Other funds holding FBRT

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

TCM

Triumph Capital Management Denver, Colorado $573M AUM 15.32% 1-Year Est. Return

MGI

Miller Global Investments Dallas, Texas $124M AUM 25.7% 1-Year Est. Return

IFG

Independent Financial Group San Diego, California $5.51B AUM 33.52% 1-Year Est. Return

CPBTD

Central Pacific Bank - Trust Division Honolulu, Hawaii $952M AUM 25.15% 1-Year Est. Return

FFA

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return

CIA

Cape Investment Advisory Mcdonough, Georgia $388M AUM 17.15% 1-Year Est. Return

Mather Group Chicago, Illinois $11.8B AUM 12.84% 1-Year Est. Return

VCM

Versant Capital Management Phoenix, Arizona $1.17B AUM 28.44% 1-Year Est. Return

Financial Management Network's FBRT Position: Q3 2026 in Review

Financial Management Network reduced its Franklin BSP Realty Trust (FBRT) stake by 42% in Q3 2026, selling an estimated $356K and leaving 61,483 shares worth $385K. The position accounts for 0.06% of the portfolio, ranked #145.

Financial Management Network first reported a position in FBRT in Q4 2021 and has held it in 20 quarters since. The position peaked at $3.54M in Q2 2022. 15 funds tracked by Wall St. Rank hold FBRT as of Q3 2026.

Financial Management Network held 61,483 shares of Franklin BSP Realty Trust worth $385K as of Q3 2026.
Financial Management Network sold 45,121 Franklin BSP Realty Trust shares in Q3 2026, an estimated $356K.
Franklin BSP Realty Trust made up 0.06% of Financial Management Network's portfolio in Q3 2026, its #145 holding.
Financial Management Network first reported a position in Franklin BSP Realty Trust in Q4 2021 and has held it in 20 quarters since.
Financial Management Network's Franklin BSP Realty Trust position peaked at $3.54M in Q2 2022.
15 funds tracked by Wall St. Rank held Franklin BSP Realty Trust as of Q3 2026.

Based on Financial Management Network's 13F filing for Q3 2026, filed 9 Oct 2026.