LSV Asset Management’s Franklin BSP Realty Trust FBRT Stock Holding History

LSV Asset Management’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
2025 Q4	–	Sell	-26,271	Closed	-$285K	–	884
2025 Q3	$285K	Hold	26,271	–	–	﹤0.01%	756
2025 Q2	$281K	Hold	26,271	–	–	﹤0.01%	730
2025 Q1	$335K	Hold	26,271	–	–	﹤0.01%	725
2024 Q4	$329K	Hold	26,271	–	–	﹤0.01%	715
2024 Q3	$343K	Hold	26,271	–	–	﹤0.01%	735
2024 Q2	$331K	Hold	26,271	–	–	﹤0.01%	765
2024 Q1	$351K	Hold	26,271	–	–	﹤0.01%	767
2023 Q4	$355K	Hold	26,271	–	–	﹤0.01%	767
2023 Q3	$348K	Hold	26,271	–	–	﹤0.01%	762
2023 Q2	$372K	Hold	26,271	–	–	﹤0.01%	781
2023 Q1	$313K	Hold	26,271	–	–	﹤0.01%	769
2022 Q4	$339K	Hold	26,271	–	–	﹤0.01%	757
2022 Q3	$283K	Hold	26,271	–	–	﹤0.01%	764
2022 Q2	$354K	Hold	26,271	–	–	﹤0.01%	771
2022 Q1	$367K	Hold	26,271	–	–	﹤0.01%	781
2021 Q4	$392K	Buy	+26,271	New	+$424K	﹤0.01%	786

Other funds holding FBRT

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 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

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Mirae Asset Global ETFs Holdings Causeway Bay, Hong Kong $83.9B AUM 60.43% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Gratia Capital Los Angeles, California $165M AUM 34.15% 1-Year Est. Return

LSV Asset Management's FBRT Position: Q4 2025 in Review

LSV Asset Management sold out of Franklin BSP Realty Trust (FBRT) in Q4 2025, closing a stake of 26,271 shares — an estimated $285K sold.

LSV Asset Management first reported a position in FBRT in Q4 2021 and held it in 16 quarters. The position peaked at $392K in Q4 2021. 210 funds tracked by Wall St. Rank hold FBRT as of Q4 2025.

LSV Asset Management reported no remaining Franklin BSP Realty Trust position as of Q4 2025 after selling out during the quarter.
LSV Asset Management sold 26,271 Franklin BSP Realty Trust shares in Q4 2025, an estimated $285K.
LSV Asset Management first reported a position in Franklin BSP Realty Trust in Q4 2021 and held it in 16 quarters.
LSV Asset Management's Franklin BSP Realty Trust position peaked at $392K in Q4 2021.
210 funds tracked by Wall St. Rank held Franklin BSP Realty Trust as of Q4 2025.

Based on LSV Asset Management's 13F filing for Q4 2025, filed 6 Feb 2026.