MassMutual Private Wealth & Trust’s Franklin BSP Realty Trust FBRT Stock Holding History

MassMutual Private Wealth & Trust’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	$3.89K	Buy	478 +111	+30%	+$965	﹤0.01%	1778
2026 Q1	$3.12K	Buy	+367	New	+$3.49K	﹤0.01%	1846
2025 Q4	–	Sell	-210	Closed	-$2.28K	–	2396
2025 Q3	$2.28K	Sell	210 -147	-41%	-$1.62K	﹤0.01%	1949
2025 Q2	$3.82K	Buy	357 +263	+280%	+$2.95K	﹤0.01%	1735
2025 Q1	$1.2K	Hold	94	–	–	﹤0.01%	2076
2024 Q4	$1.18K	Buy	94 +21	+29%	+$271	﹤0.01%	1982
2024 Q3	$953	Buy	+73	New	+$958	﹤0.01%	1867
2023 Q4	–	Sell	-604	Closed	-$8K	–	1997
2023 Q3	$8K	Hold	604	–	–	﹤0.01%	1097
2023 Q2	$8.55K	Buy	+604	New	+$7.97K	﹤0.01%	1011

Other funds holding FBRT

Y-Intercept (HK) Hong Kong $5.05B AUM 17.89% 1-Year Est. Return

Magnus Financial Group New York $1.41B AUM 23.4% 1-Year Est. Return

Miller Global Investments Dallas, Texas $121M AUM

Park Capital Management Madison, Wisconsin $170M AUM 83.62% 1-Year Est. Return

Central Pacific Bank - Trust Division Honolulu, Hawaii $984M AUM 34.19% 1-Year Est. Return

SteelPeak Wealth Woodland Hills, California $3.8B AUM 48.92% 1-Year Est. Return

Armis Advisers Atlanta, Georgia $1.08B AUM 22.88% 1-Year Est. Return

GAMMA Investing Foster City, California $2.69B AUM 42.78% 1-Year Est. Return

Versant Capital Management Phoenix, Arizona $1.12B AUM 34.21% 1-Year Est. Return

Cedar Mountain Advisors Lake Oswego, Oregon $581M AUM 18.16% 1-Year Est. Return