Mackenzie Financial
FBRT

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

Mackenzie 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
2025
Q4 		– Sell
-16,650
Closed -$181K – 1717
2025
Q3 		$181K Buy
+16,650
New +$183K ﹤0.01% 1577

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 $1.88T AUM 44.46% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Mirae Asset Global ETFs Holdings
Mirae Asset Global ETFs Holdings Causeway Bay, Hong Kong $83.9B AUM 60.43% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
GC
Gratia Capital Los Angeles, California $165M AUM 34.15% 1-Year Est. Return

Mackenzie Financial's FBRT Position: Q4 2025 in Review

Mackenzie Financial sold out of Franklin BSP Realty Trust (FBRT) in Q4 2025, closing a stake of 16,650 shares — an estimated $181K sold.

Mackenzie Financial first reported a position in FBRT in Q3 2025 and held it in 1 quarter. The position peaked at $181K in Q3 2025. 210 funds tracked by Wall St. Rank hold FBRT as of Q4 2025.

  • Mackenzie Financial reported no remaining Franklin BSP Realty Trust position as of Q4 2025 after selling out during the quarter.
  • Mackenzie Financial sold 16,650 Franklin BSP Realty Trust shares in Q4 2025, an estimated $181K.
  • Mackenzie Financial first reported a position in Franklin BSP Realty Trust in Q3 2025 and held it in 1 quarter.
  • Mackenzie Financial's Franklin BSP Realty Trust position peaked at $181K in Q3 2025.
  • 210 funds tracked by Wall St. Rank held Franklin BSP Realty Trust as of Q4 2025.

Based on Mackenzie Financial's 13F filing for Q4 2025, filed 18 Feb 2026.