IAG
FBRT

Ipsen Advisor Group’s Franklin BSP Realty Trust FBRT Stock Holding History

Ipsen Advisor Group’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 		$86.1K Buy
10,578
+238
+2% +$2.07K 0.06% 106
2026
Q1 		$87.8K Buy
+10,340
New +$98.4K 0.06% 103

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

Ipsen Advisor Group's FBRT Position: Q2 2026 in Review

Ipsen Advisor Group increased its Franklin BSP Realty Trust (FBRT) stake by 2.3% in Q2 2026, buying an estimated $2.07K and bringing the position to 10,578 shares worth $86.1K. The position accounts for 0.06% of the portfolio, ranked #106.

Ipsen Advisor Group first reported a position in FBRT in Q1 2026 and has held it in 2 quarters since. The position peaked at $87.8K in Q1 2026. 243 funds tracked by Wall St. Rank hold FBRT as of Q2 2026.

  • Ipsen Advisor Group held 10,578 shares of Franklin BSP Realty Trust worth $86.1K as of Q2 2026.
  • Ipsen Advisor Group bought 238 Franklin BSP Realty Trust shares in Q2 2026, an estimated $2.07K.
  • Franklin BSP Realty Trust made up 0.06% of Ipsen Advisor Group's portfolio in Q2 2026, its #106 holding.
  • Ipsen Advisor Group first reported a position in Franklin BSP Realty Trust in Q1 2026 and has held it in 2 quarters since.
  • Ipsen Advisor Group's Franklin BSP Realty Trust position peaked at $87.8K in Q1 2026.
  • 243 funds tracked by Wall St. Rank held Franklin BSP Realty Trust as of Q2 2026.

Based on Ipsen Advisor Group's 13F filing for Q2 2026, filed 29 Jul 2026.