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

ETC

Exchange Traded Concepts Oklahoma City, Oklahoma $21.9B AUM 68.6% 1-Year Est. Return

YIH

Y-Intercept (HK) Hong Kong $5.05B AUM 17.89% 1-Year Est. Return

MFG

Magnus Financial Group New York $1.41B AUM 23.4% 1-Year Est. Return

AHL

Abel Hall LLC Baton Rouge, Louisiana $579M AUM 54.21% 1-Year Est. Return

Anchyra Partners Atlanta, Georgia $416M AUM

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

MGI

Miller Global Investments Dallas, Texas $121M AUM

FTWA

Fifth Third Wealth Advisors Cincinnati, Ohio $3.58B AUM 34.55% 1-Year Est. Return

LSERS

Louisiana State Employees Retirement System Baton Rouge, Louisiana $6.74B AUM 53.06% 1-Year Est. Return

IFG

Independent Financial Group San Diego, California $5.35B AUM 43.78% 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. 50 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.
50 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.