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
Q2 		$3.22K Buy
396
+391
+7,820% +$3.4K ﹤0.01% 4023
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 – 3486
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 $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

IFP Advisors's FBRT Position: Q2 2026 in Review

IFP Advisors increased its Franklin BSP Realty Trust (FBRT) stake by 7,820% in Q2 2026, buying an estimated $3.4K and bringing the position to 396 shares worth $3.22K. The position accounts for ﹤0.01% of the portfolio, ranked #4023.

IFP Advisors first reported a position in FBRT in Q1 2022 and has held it in 10 quarters since. The position peaked at $1.46M in Q2 2022. 243 funds tracked by Wall St. Rank hold FBRT as of Q2 2026.

  • IFP Advisors held 396 shares of Franklin BSP Realty Trust worth $3.22K as of Q2 2026.
  • IFP Advisors bought 391 Franklin BSP Realty Trust shares in Q2 2026, an estimated $3.4K.
  • Franklin BSP Realty Trust made up ﹤0.01% of IFP Advisors's portfolio in Q2 2026, its #4023 holding.
  • IFP Advisors first reported a position in Franklin BSP Realty Trust in Q1 2022 and has held it in 10 quarters since.
  • IFP Advisors's Franklin BSP Realty Trust position peaked at $1.46M in Q2 2022.
  • 243 funds tracked by Wall St. Rank held Franklin BSP Realty Trust as of Q2 2026.

Based on IFP Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.