MGI
FBRT

Miller Global Investments’s Franklin BSP Realty Trust FBRT Stock Holding History

Miller Global Investments’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 		$321K Hold
39,420
– – 0.27% 110
2026
Q1 		$335K Buy
39,420
+160
+0.4% +$1.52K 0.31% 92
2025
Q4 		$394K Buy
+39,260
New +$410K 0.36% 91

Other funds holding FBRT

Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
ETC
Exchange Traded Concepts Oklahoma City, Oklahoma $21.9B AUM 68.6% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
YIH
Y-Intercept (HK) Hong Kong $5.05B AUM 17.89% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
KA
Klingman & Associates New York $2.35B AUM 23.18% 1-Year Est. Return
MFG
Magnus Financial Group New York $1.41B AUM 23.4% 1-Year Est. Return
AHL
Abel Hall LLC Baton Rouge, Louisiana $579M AUM 54.21% 1-Year Est. Return
AO
Advisor OS Chicago, Illinois $1.5B AUM 21.75% 1-Year Est. Return

Miller Global Investments's FBRT Position: Q2 2026 in Review

Miller Global Investments held its Franklin BSP Realty Trust (FBRT) position steady in Q2 2026 at 39,420 shares worth $321K. The position accounts for 0.27% of the portfolio, ranked #110.

Miller Global Investments first reported a position in FBRT in Q4 2025 and has held it in 3 quarters since. The position peaked at $394K in Q4 2025. 78 funds tracked by Wall St. Rank hold FBRT as of Q2 2026.

  • Miller Global Investments held 39,420 shares of Franklin BSP Realty Trust worth $321K as of Q2 2026.
  • Miller Global Investments left its Franklin BSP Realty Trust share count unchanged in Q2 2026.
  • Franklin BSP Realty Trust made up 0.27% of Miller Global Investments's portfolio in Q2 2026, its #110 holding.
  • Miller Global Investments first reported a position in Franklin BSP Realty Trust in Q4 2025 and has held it in 3 quarters since.
  • Miller Global Investments's Franklin BSP Realty Trust position peaked at $394K in Q4 2025.
  • 78 funds tracked by Wall St. Rank held Franklin BSP Realty Trust as of Q2 2026.

Based on Miller Global Investments's 13F filing for Q2 2026, filed 1 Jul 2026.