GWM
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Gilpin Wealth Management’s Franklin BSP Realty Trust FBRT Stock Holding History

Gilpin Wealth 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
Q3 		– Sell
-12
Closed -$98 – 1444
2026
Q2 		$98 Buy
+12
New +$104 ﹤0.01% 1021
2026
Q1 		– Sell
-15
Closed -$151 – 1022
2025
Q4 		$151 Buy
+15
New +$157 ﹤0.01% 730

Other funds holding FBRT

FMN
Financial Management Network Mission Viejo, California $695M AUM 13.16% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 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
GI
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
VCM
Versant Capital Management Phoenix, Arizona $1.17B AUM 28.44% 1-Year Est. Return
WPA
West Paces Advisors Atlanta, Georgia $586M AUM 14.12% 1-Year Est. Return

Gilpin Wealth Management's FBRT Position: Q3 2026 in Review

Gilpin Wealth Management sold out of Franklin BSP Realty Trust (FBRT) in Q3 2026, closing a stake of 12 shares — an estimated $98 sold.

Gilpin Wealth Management first reported a position in FBRT in Q4 2025 and held it in 2 quarters. The position peaked at $151 in Q4 2025. 12 funds tracked by Wall St. Rank hold FBRT as of Q3 2026.

  • Gilpin Wealth Management reported no remaining Franklin BSP Realty Trust position as of Q3 2026 after selling out during the quarter.
  • Gilpin Wealth Management sold 12 Franklin BSP Realty Trust shares in Q3 2026, an estimated $98.
  • Gilpin Wealth Management first reported a position in Franklin BSP Realty Trust in Q4 2025 and held it in 2 quarters.
  • Gilpin Wealth Management's Franklin BSP Realty Trust position peaked at $151 in Q4 2025.
  • 12 funds tracked by Wall St. Rank held Franklin BSP Realty Trust as of Q3 2026.

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