IA
FBRT

IFP Advisors’s Franklin BSP Realty Trust FBRT Stock Holding History

IFP Advisors’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 		$42 Sell
5
-238
-98% -$2.27K ﹤0.01% 4851
2025
Q4 		$2.44K Sell
243
-109
-31% -$1.14K ﹤0.01% 3765
2025
Q3 		$3.82K Sell
352
-228
-39% -$2.51K ﹤0.01% 3402
2025
Q2 		$6.2K Buy
+580
New +$6.51K ﹤0.01% 3220
2025
Q1 		– Hold
0
– – – 3495
2024
Q4 		– Hold
0
– – – 3464
2023
Q2 		– Sell
-1,541
Closed -$27.6K – 3487
2023
Q1 		$27.6K Sell
1,541
-61,567
-98% -$825K ﹤0.01% 1873
2022
Q4 		$1.14M Sell
63,108
-9,711
-13% -$130K 0.03% 575
2022
Q3 		$1.33M Sell
72,819
-6,854
-9% -$94.2K 0.03% 541
2022
Q2 		$1.46M Hold
79,673
– – 0.05% 456
2022
Q1 		$1.46M Buy
+79,673
New +$1.09M 0.05% 456

Other funds holding FBRT

BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
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