LSV Asset Management
FBRT

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
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 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 $1.02T AUM 30.18% 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
Mirae Asset Global ETFs Holdings
Mirae Asset Global ETFs Holdings Causeway Bay, Hong Kong $73.7B AUM 53.56% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
GC
Gratia Capital Los Angeles, California $227M AUM 16.14% 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.