IP
FBRT icon

Ignite Planners’s Franklin BSP Realty Trust FBRT Stock Holding History

Ignite Planners’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
-11,735
Closed -$95.5K – 453
2026
Q2 		$95.5K Sell
11,735
-1,200
-9% -$10.4K 0.01% 422
2026
Q1 		$110K Sell
12,935
-600
-4% -$5.71K 0.02% 386
2025
Q4 		$139K Sell
13,535
-400
-3% -$4.18K 0.02% 395
2025
Q3 		$151K Hold
13,935
– – 0.02% 368
2025
Q2 		$146K Hold
13,935
– – 0.03% 351
2025
Q1 		$158K Sell
13,935
-1,200
-8% -$15.5K 0.03% 319
2024
Q4 		$192K Sell
15,135
-2,064
-12% -$26.7K 0.04% 294
2024
Q3 		$225K Sell
17,199
-2,400
-12% -$31.5K 0.05% 274
2024
Q2 		$245K Sell
19,599
-2,600
-12% -$33.1K 0.06% 244
2024
Q1 		$291K Sell
22,199
-4,683
-17% -$61.1K 0.08% 218
2023
Q4 		$365K Sell
26,882
-496
-2% -$6.54K 0.11% 185
2023
Q3 		$358K Sell
27,378
-36
-0.1% -$501 0.11% 204
2023
Q2 		$381K Sell
27,414
-1,164
-4% -$15.4K 0.15% 156
2023
Q1 		$354K Hold
28,578
– – 0.15% 167
2022
Q4 		$407K Sell
28,578
-860
-3% -$11.5K 0.17% 158
2022
Q3 		$323K Sell
29,438
-1,800
-6% -$24.7K 0.26% 121
2022
Q2 		$423K Sell
31,238
-2,640
-8% -$37.6K 0.35% 90
2022
Q1 		$437K Buy
+33,878
New +$463K 0.29% 95

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
MG
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

Ignite Planners's FBRT Position: Q3 2026 in Review

Ignite Planners sold out of Franklin BSP Realty Trust (FBRT) in Q3 2026, closing a stake of 11,735 shares — an estimated $95.5K sold.

Ignite Planners first reported a position in FBRT in Q1 2022 and held it in 18 quarters. The position peaked at $437K in Q1 2022. 14 funds tracked by Wall St. Rank hold FBRT as of Q3 2026.

  • Ignite Planners reported no remaining Franklin BSP Realty Trust position as of Q3 2026 after selling out during the quarter.
  • Ignite Planners sold 11,735 Franklin BSP Realty Trust shares in Q3 2026, an estimated $95.5K.
  • Ignite Planners first reported a position in Franklin BSP Realty Trust in Q1 2022 and held it in 18 quarters.
  • Ignite Planners's Franklin BSP Realty Trust position peaked at $437K in Q1 2022.
  • 14 funds tracked by Wall St. Rank held Franklin BSP Realty Trust as of Q3 2026.

Based on Ignite Planners's 13F filing for Q3 2026, filed 14 Oct 2026.