GWP
FBRT

Gen-Wealth Partners’s Franklin BSP Realty Trust FBRT Stock Holding History

Gen-Wealth Partners’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 		$21.1K Sell
2,592
-360
-12% -$3.13K 0.01% 491
2026
Q1 		$25.1K Sell
2,952
-1,491
-34% -$14.2K 0.01% 452
2025
Q4 		$44.6K Sell
4,443
-1,000
-18% -$10.4K 0.01% 395
2025
Q3 		$59.1K Sell
5,443
-137
-2% -$1.51K 0.02% 370
2025
Q2 		$59.6K Buy
5,580
+1,440
+35% +$16.2K 0.02% 324
2025
Q1 		$52.7K Hold
4,140
– – 0.02% 334
2024
Q4 		$51.9K Sell
4,140
-1,978
-32% -$25.6K 0.02% 361
2024
Q3 		$81.7K Sell
6,118
-5,746
-48% -$75.4K 0.04% 313
2024
Q2 		$149K Sell
11,864
-1,175
-9% -$15K 0.07% 237
2024
Q1 		$174K Buy
+13,039
New +$170K 0.09% 227

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

Gen-Wealth Partners's FBRT Position: Q2 2026 in Review

Gen-Wealth Partners reduced its Franklin BSP Realty Trust (FBRT) stake by 12% in Q2 2026, selling an estimated $3.13K and leaving 2,592 shares worth $21.1K. The position accounts for 0.01% of the portfolio, ranked #491.

Gen-Wealth Partners first reported a position in FBRT in Q1 2024 and has held it in 10 quarters since. The position peaked at $174K in Q1 2024. 243 funds tracked by Wall St. Rank hold FBRT as of Q2 2026.

  • Gen-Wealth Partners held 2,592 shares of Franklin BSP Realty Trust worth $21.1K as of Q2 2026.
  • Gen-Wealth Partners sold 360 Franklin BSP Realty Trust shares in Q2 2026, an estimated $3.13K.
  • Franklin BSP Realty Trust made up 0.01% of Gen-Wealth Partners's portfolio in Q2 2026, its #491 holding.
  • Gen-Wealth Partners first reported a position in Franklin BSP Realty Trust in Q1 2024 and has held it in 10 quarters since.
  • Gen-Wealth Partners's Franklin BSP Realty Trust position peaked at $174K in Q1 2024.
  • 243 funds tracked by Wall St. Rank held Franklin BSP Realty Trust as of Q2 2026.

Based on Gen-Wealth Partners's 13F filing for Q2 2026, filed 10 Aug 2026.