MWM
FBRT

Modern Wealth Management’s Franklin BSP Realty Trust FBRT Stock Holding History

Modern Wealth Management’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 		$169K Buy
+20,788
New +$181K ﹤0.01% 1050

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

Modern Wealth Management's FBRT Position: Q2 2026 in Review

Modern Wealth Management opened a new position in Franklin BSP Realty Trust (FBRT) in Q2 2026: 20,788 shares worth $169K. The stake represents ﹤0.01% of the portfolio and ranks #1050 among its holdings.

243 funds tracked by Wall St. Rank hold FBRT as of Q2 2026.

  • Modern Wealth Management held 20,788 shares of Franklin BSP Realty Trust worth $169K as of Q2 2026.
  • Franklin BSP Realty Trust was a new Modern Wealth Management position in Q2 2026.
  • Franklin BSP Realty Trust made up ﹤0.01% of Modern Wealth Management's portfolio in Q2 2026, its #1050 holding.
  • 243 funds tracked by Wall St. Rank held Franklin BSP Realty Trust as of Q2 2026.

Based on Modern Wealth Management's 13F filing for Q2 2026, filed 14 Aug 2026.