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	–	2395
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

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

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 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

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

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

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

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

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

MassMutual Private Wealth & Trust's FBRT Position: Q2 2026 in Review

MassMutual Private Wealth & Trust increased its Franklin BSP Realty Trust (FBRT) stake by 30% in Q2 2026, buying an estimated $965 and bringing the position to 478 shares worth $3.89K. The position accounts for ﹤0.01% of the portfolio, ranked #1778.

MassMutual Private Wealth & Trust first reported a position in FBRT in Q2 2023 and has held it in 9 quarters since. The position peaked at $8.55K in Q2 2023. 243 funds tracked by Wall St. Rank hold FBRT as of Q2 2026.

MassMutual Private Wealth & Trust held 478 shares of Franklin BSP Realty Trust worth $3.89K as of Q2 2026.
MassMutual Private Wealth & Trust bought 111 Franklin BSP Realty Trust shares in Q2 2026, an estimated $965.
Franklin BSP Realty Trust made up ﹤0.01% of MassMutual Private Wealth & Trust's portfolio in Q2 2026, its #1778 holding.
MassMutual Private Wealth & Trust first reported a position in Franklin BSP Realty Trust in Q2 2023 and has held it in 9 quarters since.
MassMutual Private Wealth & Trust's Franklin BSP Realty Trust position peaked at $8.55K in Q2 2023.
243 funds tracked by Wall St. Rank held Franklin BSP Realty Trust as of Q2 2026.

Based on MassMutual Private Wealth & Trust's 13F filing for Q2 2026, filed 2 Jul 2026.