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
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 $5.7T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Mirae Asset Global ETFs Holdings
Mirae Asset Global ETFs Holdings Causeway Bay, Hong Kong $73.7B AUM 53.56% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
GC
Gratia Capital Los Angeles, California $106M AUM 16.14% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $653B AUM 32.41% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return