MG
FBRT

Mather Group’s Franklin BSP Realty Trust FBRT Stock Holding History

Mather Group’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 		$7.87K Hold
967
– – ﹤0.01% 1543
2026
Q1 		$8.21K Buy
+967
New +$9.2K ﹤0.01% 1497
2025
Q4 		– Sell
-967
Closed -$10.5K – 972
2025
Q3 		$10.5K Buy
+967
New +$10.7K ﹤0.01% 1260
2025
Q2 		– Sell
-967
Closed -$12.3K – 973
2025
Q1 		$12.3K Hold
967
– – ﹤0.01% 1199
2024
Q4 		$12.1K Hold
967
– – ﹤0.01% 1198
2024
Q3 		$12.6K Hold
967
– – ﹤0.01% 1140
2024
Q2 		$12.9K Hold
967
– – ﹤0.01% 1382
2024
Q1 		$13.1K Buy
+967
New +$12.6K ﹤0.01% 1144

Other funds holding FBRT

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
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
GC
Gratia Capital Los Angeles, California $165M AUM 34.15% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Mather Group's FBRT Position: Q2 2026 in Review

Mather Group held its Franklin BSP Realty Trust (FBRT) position steady in Q2 2026 at 967 shares worth $7.87K. The position accounts for ﹤0.01% of the portfolio, ranked #1543.

Mather Group first reported a position in FBRT in Q1 2024 and has held it in 8 quarters since. The position peaked at $13.1K in Q1 2024. 243 funds tracked by Wall St. Rank hold FBRT as of Q2 2026.

  • Mather Group held 967 shares of Franklin BSP Realty Trust worth $7.87K as of Q2 2026.
  • Mather Group left its Franklin BSP Realty Trust share count unchanged in Q2 2026.
  • Franklin BSP Realty Trust made up ﹤0.01% of Mather Group's portfolio in Q2 2026, its #1543 holding.
  • Mather Group first reported a position in Franklin BSP Realty Trust in Q1 2024 and has held it in 8 quarters since.
  • Mather Group's Franklin BSP Realty Trust position peaked at $13.1K in Q1 2024.
  • 243 funds tracked by Wall St. Rank held Franklin BSP Realty Trust as of Q2 2026.

Based on Mather Group's 13F filing for Q2 2026, filed 27 Jul 2026.