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 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

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

Kestra Advisory Services's FBRT Position: Q2 2026 in Review

Kestra Advisory Services reduced its Franklin BSP Realty Trust (FBRT) stake by 14% in Q2 2026, selling an estimated $25.3K and leaving 17,926 shares worth $146K. The position accounts for ﹤0.01% of the portfolio, ranked #3143.

Kestra Advisory Services first reported a position in FBRT in Q1 2023 and has held it in 8 quarters since. The position peaked at $354K in Q1 2025. 243 funds tracked by Wall St. Rank hold FBRT as of Q2 2026.

Kestra Advisory Services held 17,926 shares of Franklin BSP Realty Trust worth $146K as of Q2 2026.
Kestra Advisory Services sold 2,916 Franklin BSP Realty Trust shares in Q2 2026, an estimated $25.3K.
Franklin BSP Realty Trust made up ﹤0.01% of Kestra Advisory Services's portfolio in Q2 2026, its #3143 holding.
Kestra Advisory Services first reported a position in Franklin BSP Realty Trust in Q1 2023 and has held it in 8 quarters since.
Kestra Advisory Services's Franklin BSP Realty Trust position peaked at $354K in Q1 2025.
243 funds tracked by Wall St. Rank held Franklin BSP Realty Trust as of Q2 2026.

Based on Kestra Advisory Services's 13F filing for Q2 2026, filed 28 Jul 2026.