LPL Financial
FBRT

LPL Financial’s Franklin BSP Realty Trust FBRT Stock Holding History

LPL Financial’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 		$497K Buy
61,034
+4,893
+9% +$42.5K ﹤0.01% 5025
2026
Q1 		$477K Buy
56,141
+1,281
+2% +$12.2K ﹤0.01% 4793
2025
Q4 		$550K Sell
54,860
-21,427
-28% -$224K ﹤0.01% 4623
2025
Q3 		$828K Sell
76,287
-50,036
-40% -$551K ﹤0.01% 4176
2025
Q2 		$1.35M Buy
126,323
+60,239
+91% +$676K ﹤0.01% 3478
2025
Q1 		$842K Sell
66,084
-5,351
-7% -$69.1K ﹤0.01% 3704
2024
Q4 		$896K Buy
71,435
+2,881
+4% +$37.2K ﹤0.01% 3581
2024
Q3 		$895K Buy
68,554
+7,887
+13% +$104K ﹤0.01% 3495
2024
Q2 		$764K Buy
60,667
+178
+0.3% +$2.27K ﹤0.01% 3499
2024
Q1 		$808K Buy
60,489
+12,878
+27% +$168K ﹤0.01% 3375
2023
Q4 		$643K Sell
47,611
-13,542
-22% -$178K ﹤0.01% 3449
2023
Q3 		$810K Buy
61,153
+11,684
+24% +$163K ﹤0.01% 3078
2023
Q2 		$700K Sell
49,469
-1,656
-3% -$21.8K ﹤0.01% 3159
2023
Q1 		$610K Sell
51,125
-23,476
-31% -$315K ﹤0.01% 3163
2022
Q4 		$962K Buy
74,601
+4,059
+6% +$54.3K ﹤0.01% 2678
2022
Q3 		$910K Buy
70,542
+19,559
+38% +$269K ﹤0.01% 2621
2022
Q2 		$789K Buy
+50,983
New +$726K ﹤0.01% 2791

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

LPL Financial's FBRT Position: Q2 2026 in Review

LPL Financial increased its Franklin BSP Realty Trust (FBRT) stake by 8.7% in Q2 2026, buying an estimated $42.5K and bringing the position to 61,034 shares worth $497K. The position accounts for ﹤0.01% of the portfolio, ranked #5025.

LPL Financial first reported a position in FBRT in Q2 2022 and has held it in 17 quarters since. The position peaked at $1.35M in Q2 2025. 243 funds tracked by Wall St. Rank hold FBRT as of Q2 2026.

  • LPL Financial held 61,034 shares of Franklin BSP Realty Trust worth $497K as of Q2 2026.
  • LPL Financial bought 4,893 Franklin BSP Realty Trust shares in Q2 2026, an estimated $42.5K.
  • Franklin BSP Realty Trust made up ﹤0.01% of LPL Financial's portfolio in Q2 2026, its #5025 holding.
  • LPL Financial first reported a position in Franklin BSP Realty Trust in Q2 2022 and has held it in 17 quarters since.
  • LPL Financial's Franklin BSP Realty Trust position peaked at $1.35M in Q2 2025.
  • 243 funds tracked by Wall St. Rank held Franklin BSP Realty Trust as of Q2 2026.

Based on LPL Financial's 13F filing for Q2 2026, filed 7 Aug 2026.