KA
FBRT

Klingman & Associates’s Franklin BSP Realty Trust FBRT Stock Holding History

Klingman & 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
2026
Q2 		$423K Buy
52,022
+10,313
+25% +$89.6K 0.02% 218
2026
Q1 		$354K Buy
41,709
+373
+0.9% +$3.55K 0.02% 238
2025
Q4 		$415K Sell
41,336
-1,131
-3% -$11.8K 0.02% 212
2025
Q3 		$461K Buy
42,467
+9,205
+28% +$101K 0.02% 199
2025
Q2 		$356K Buy
33,262
+323
+1% +$3.63K 0.02% 221
2025
Q1 		$420K Buy
32,939
+280
+0.9% +$3.62K 0.03% 178
2024
Q4 		$410K Buy
32,659
+260
+0.8% +$3.36K 0.03% 172
2024
Q3 		$423K Buy
32,399
+252
+0.8% +$3.31K 0.03% 176
2024
Q2 		$405K Buy
32,147
+6,452
+25% +$82.2K 0.03% 163
2024
Q1 		$343K Buy
25,695
+226
+0.9% +$2.95K 0.02% 181
2023
Q4 		$344K Buy
25,469
+227
+0.9% +$2.99K 0.03% 172
2023
Q3 		$334K Buy
25,242
+212
+0.8% +$2.95K 0.03% 165
2023
Q2 		$354K Buy
25,030
+4,066
+19% +$53.6K 0.03% 155
2023
Q1 		$250K Buy
+20,964
New +$281K 0.02% 170

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

Klingman & Associates's FBRT Position: Q2 2026 in Review

Klingman & Associates increased its Franklin BSP Realty Trust (FBRT) stake by 25% in Q2 2026, buying an estimated $89.6K and bringing the position to 52,022 shares worth $423K. The position accounts for 0.02% of the portfolio, ranked #218.

Klingman & Associates first reported a position in FBRT in Q1 2023 and has held it in 14 quarters since. The position peaked at $461K in Q3 2025. 243 funds tracked by Wall St. Rank hold FBRT as of Q2 2026.

  • Klingman & Associates held 52,022 shares of Franklin BSP Realty Trust worth $423K as of Q2 2026.
  • Klingman & Associates bought 10,313 Franklin BSP Realty Trust shares in Q2 2026, an estimated $89.6K.
  • Franklin BSP Realty Trust made up 0.02% of Klingman & Associates's portfolio in Q2 2026, its #218 holding.
  • Klingman & Associates first reported a position in Franklin BSP Realty Trust in Q1 2023 and has held it in 14 quarters since.
  • Klingman & Associates's Franklin BSP Realty Trust position peaked at $461K in Q3 2025.
  • 243 funds tracked by Wall St. Rank held Franklin BSP Realty Trust as of Q2 2026.

Based on Klingman & Associates's 13F filing for Q2 2026, filed 29 Jul 2026.