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 Q3	–	Sell	-478	Closed	-$3.89K	–	2393
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

FMN

Financial Management Network Mission Viejo, California $695M AUM 13.16% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

MGI

Miller Global Investments Dallas, Texas $124M AUM 25.7% 1-Year Est. Return

IFG

Independent Financial Group San Diego, California $5.51B AUM 33.52% 1-Year Est. Return

CPBTD

Central Pacific Bank - Trust Division Honolulu, Hawaii $952M AUM 25.15% 1-Year Est. Return

FFA

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return

CIA

Cape Investment Advisory Mcdonough, Georgia $388M AUM 17.15% 1-Year Est. Return

VCM

Versant Capital Management Phoenix, Arizona $1.17B AUM 28.44% 1-Year Est. Return

WPA

West Paces Advisors Atlanta, Georgia $586M AUM 14.12% 1-Year Est. Return

MassMutual Private Wealth & Trust's FBRT Position: Q3 2026 in Review

MassMutual Private Wealth & Trust sold out of Franklin BSP Realty Trust (FBRT) in Q3 2026, closing a stake of 478 shares — an estimated $3.89K sold.

MassMutual Private Wealth & Trust first reported a position in FBRT in Q2 2023 and held it in 9 quarters. The position peaked at $8.55K in Q2 2023. 12 funds tracked by Wall St. Rank hold FBRT as of Q3 2026.

MassMutual Private Wealth & Trust reported no remaining Franklin BSP Realty Trust position as of Q3 2026 after selling out during the quarter.
MassMutual Private Wealth & Trust sold 478 Franklin BSP Realty Trust shares in Q3 2026, an estimated $3.89K.
MassMutual Private Wealth & Trust first reported a position in Franklin BSP Realty Trust in Q2 2023 and held it in 9 quarters.
MassMutual Private Wealth & Trust's Franklin BSP Realty Trust position peaked at $8.55K in Q2 2023.
12 funds tracked by Wall St. Rank held Franklin BSP Realty Trust as of Q3 2026.

Based on MassMutual Private Wealth & Trust's 13F filing for Q3 2026, filed 5 Oct 2026.