Kestra Advisory Services’s Franklin BSP Realty Trust FBRT Stock Holding History

Kestra Advisory Services’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	$114K	Sell	17,877 -49	-0.3%	-$386	﹤0.01%	3343
2026 Q2	$146K	Sell	17,926 -2,916	-14%	-$25.3K	﹤0.01%	3143
2026 Q1	$177K	Sell	20,842 -8,665	-29%	-$82.5K	﹤0.01%	2966
2025 Q4	$296K	Sell	29,507 -2,219	-7%	-$23.2K	﹤0.01%	2551
2025 Q3	$345K	Buy	31,726 +563	+2%	+$6.2K	﹤0.01%	2331
2025 Q2	$333K	Buy	31,163 +3,362	+12%	+$37.8K	﹤0.01%	2271
2025 Q1	$354K	Buy	27,801 +241	+0.9%	+$3.11K	﹤0.01%	2052
2024 Q4	$346K	Buy	+27,560	New	+$356K	﹤0.01%	2130
2023 Q2	–	Sell	-10,839	Closed	-$129K	–	2127
2023 Q1	$129K	Buy	+10,839	New	+$145K	﹤0.01%	1922

Other funds holding FBRT

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return

Franklin Resources San Mateo, California $474B AUM 32.39% 1-Year Est. Return

Invesco Atlanta, Georgia $1.27T AUM 50.62% 1-Year Est. Return

JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return

Jupiter Asset Management London, United Kingdom $21.4B AUM 19.74% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

QGA

Q Global Advisors Fort Worth, Texas $165M AUM 14.14% 1-Year Est. Return

Gabelli Funds Rye, New York $15.1B AUM 23.88% 1-Year Est. Return

Mariner Overland Park, Kansas $100B AUM 26.06% 1-Year Est. Return

Kestra Advisory Services's FBRT Position: Q3 2026 in Review

Kestra Advisory Services reduced its Franklin BSP Realty Trust (FBRT) stake by 0.27% in Q3 2026, selling an estimated $386 and leaving 17,877 shares worth $114K. The position accounts for ﹤0.01% of the portfolio, ranked #3343.

Kestra Advisory Services first reported a position in FBRT in Q1 2023 and has held it in 9 quarters since. The position peaked at $354K in Q1 2025. 122 funds tracked by Wall St. Rank hold FBRT as of Q3 2026.

Kestra Advisory Services held 17,877 shares of Franklin BSP Realty Trust worth $114K as of Q3 2026.
Kestra Advisory Services sold 49 Franklin BSP Realty Trust shares in Q3 2026, an estimated $386.
Franklin BSP Realty Trust made up ﹤0.01% of Kestra Advisory Services's portfolio in Q3 2026, its #3343 holding.
Kestra Advisory Services first reported a position in Franklin BSP Realty Trust in Q1 2023 and has held it in 9 quarters since.
Kestra Advisory Services's Franklin BSP Realty Trust position peaked at $354K in Q1 2025.
122 funds tracked by Wall St. Rank held Franklin BSP Realty Trust as of Q3 2026.

Based on Kestra Advisory Services's 13F filing for Q3 2026, filed 2 Nov 2026.