Kathleen S. Wright Associates’s Franklin BSP Realty Trust FBRT Stock Holding History

Kathleen S. Wright Associates’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
2025 Q3	$37.2K	Hold	3,425	–	–	0.01%	160
2025 Q2	$36.6K	Hold	3,425	–	–	0.01%	163
2025 Q1	$43.6K	Hold	3,425	–	–	0.02%	152
2024 Q4	$43K	Hold	3,425	–	–	0.02%	154
2024 Q3	$44.7K	Hold	3,425	–	–	0.02%	157
2024 Q2	$43.2K	Hold	3,425	–	–	0.02%	145
2024 Q1	$45.8K	Buy	+3,425	New	+$44.7K	0.02%	133

Other funds holding FBRT

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

STAS

Strong Tower Advisory Services Minneapolis, Minnesota $558M AUM 13.89% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Mirae Asset Global ETFs Holdings Causeway Bay, Hong Kong $73.7B AUM 53.56% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Kathleen S. Wright Associates's FBRT Position: Q3 2025 in Review

Kathleen S. Wright Associates held its Franklin BSP Realty Trust (FBRT) position steady in Q3 2025 at 3,425 shares worth $37.2K. The position accounts for 0.01% of the portfolio, ranked #160.

Kathleen S. Wright Associates first reported a position in FBRT in Q1 2024 and has held it in 7 quarters since. The position peaked at $45.8K in Q1 2024. 215 funds tracked by Wall St. Rank hold FBRT as of Q3 2025.

Kathleen S. Wright Associates held 3,425 shares of Franklin BSP Realty Trust worth $37.2K as of Q3 2025.
Kathleen S. Wright Associates left its Franklin BSP Realty Trust share count unchanged in Q3 2025.
Franklin BSP Realty Trust made up 0.01% of Kathleen S. Wright Associates's portfolio in Q3 2025, its #160 holding.
Kathleen S. Wright Associates first reported a position in Franklin BSP Realty Trust in Q1 2024 and has held it in 7 quarters since.
Kathleen S. Wright Associates's Franklin BSP Realty Trust position peaked at $45.8K in Q1 2024.
215 funds tracked by Wall St. Rank held Franklin BSP Realty Trust as of Q3 2025.

Based on Kathleen S. Wright Associates's 13F filing for Q3 2025, filed 10 Oct 2025.