INTECH Investment Management’s Franklin BSP Realty Trust FBRT Stock Holding History

INTECH Investment 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 Q2	$133K	Sell	16,356 -9,264	-36%	-$80.5K	﹤0.01%	1890
2026 Q1	$218K	Sell	25,620 -46,921	-65%	-$447K	﹤0.01%	1717
2025 Q4	$728K	Buy	72,541 +41,040	+130%	+$428K	0.01%	1302
2025 Q3	$342K	Sell	31,501 -9,786	-24%	-$108K	﹤0.01%	1767
2025 Q2	$441K	Buy	41,287 +4,962	+14%	+$55.7K	﹤0.01%	1676
2025 Q1	$463K	Buy	36,325 +6,057	+20%	+$78.2K	﹤0.01%	1654
2024 Q4	$380K	Buy	30,268 +17,388	+135%	+$225K	﹤0.01%	1716
2024 Q3	$168K	Buy	+12,880	New	+$169K	﹤0.01%	1776

Other funds holding FBRT

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Gratia Capital Los Angeles, California $165M AUM 34.15% 1-Year Est. Return

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

INTECH Investment Management's FBRT Position: Q2 2026 in Review

INTECH Investment Management reduced its Franklin BSP Realty Trust (FBRT) stake by 36% in Q2 2026, selling an estimated $80.5K and leaving 16,356 shares worth $133K. The position accounts for ﹤0.01% of the portfolio, ranked #1890.

INTECH Investment Management first reported a position in FBRT in Q3 2024 and has held it in 8 quarters since. The position peaked at $728K in Q4 2025. 243 funds tracked by Wall St. Rank hold FBRT as of Q2 2026.

INTECH Investment Management held 16,356 shares of Franklin BSP Realty Trust worth $133K as of Q2 2026.
INTECH Investment Management sold 9,264 Franklin BSP Realty Trust shares in Q2 2026, an estimated $80.5K.
Franklin BSP Realty Trust made up ﹤0.01% of INTECH Investment Management's portfolio in Q2 2026, its #1890 holding.
INTECH Investment Management first reported a position in Franklin BSP Realty Trust in Q3 2024 and has held it in 8 quarters since.
INTECH Investment Management's Franklin BSP Realty Trust position peaked at $728K in Q4 2025.
243 funds tracked by Wall St. Rank held Franklin BSP Realty Trust as of Q2 2026.

Based on INTECH Investment Management's 13F filing for Q2 2026, filed 10 Aug 2026.