MA
FBRT

Mutual Advisors’s Franklin BSP Realty Trust FBRT Stock Holding History

Mutual Advisors’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 		$121K Sell
14,894
-2,000
-12% -$17.4K ﹤0.01% 1364
2026
Q1 		$143K Sell
16,894
-335
-2% -$3.19K ﹤0.01% 1295
2025
Q4 		$173K Buy
17,229
+335
+2% +$3.5K ﹤0.01% 1257
2025
Q3 		$182K Sell
16,894
-1,360
-7% -$15K ﹤0.01% 1242
2025
Q2 		$191K Sell
18,254
-1,521
-8% -$17.1K ﹤0.01% 1136
2025
Q1 		$230K Buy
19,775
+47
+0.2% +$607 0.01% 985
2024
Q4 		$247K Buy
19,728
+1,402
+8% +$18.1K 0.01% 954
2024
Q3 		$240K Buy
18,326
+519
+3% +$6.81K 0.01% 985
2024
Q2 		$244K Buy
17,807
+77
+0.4% +$981 0.01% 970
2024
Q1 		$237K Sell
17,730
-1,968
-10% -$25.7K 0.01% 968
2023
Q4 		$266K Buy
19,698
+4,581
+30% +$60.4K 0.01% 858
2023
Q3 		$200K Buy
15,117
+670
+5% +$9.33K 0.01% 925
2023
Q2 		$205K Buy
+14,447
New +$191K 0.01% 940
2022
Q4 		– Sell
-10,776
Closed -$116K – 930
2022
Q3 		$116K Buy
+10,776
New +$148K 0.01% 846

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

Mutual Advisors's FBRT Position: Q2 2026 in Review

Mutual Advisors reduced its Franklin BSP Realty Trust (FBRT) stake by 12% in Q2 2026, selling an estimated $17.4K and leaving 14,894 shares worth $121K. The position accounts for ﹤0.01% of the portfolio, ranked #1364.

Mutual Advisors first reported a position in FBRT in Q3 2022 and has held it in 14 quarters since. The position peaked at $266K in Q4 2023. 244 funds tracked by Wall St. Rank hold FBRT as of Q2 2026.

  • Mutual Advisors held 14,894 shares of Franklin BSP Realty Trust worth $121K as of Q2 2026.
  • Mutual Advisors sold 2,000 Franklin BSP Realty Trust shares in Q2 2026, an estimated $17.4K.
  • Franklin BSP Realty Trust made up ﹤0.01% of Mutual Advisors's portfolio in Q2 2026, its #1364 holding.
  • Mutual Advisors first reported a position in Franklin BSP Realty Trust in Q3 2022 and has held it in 14 quarters since.
  • Mutual Advisors's Franklin BSP Realty Trust position peaked at $266K in Q4 2023.
  • 244 funds tracked by Wall St. Rank held Franklin BSP Realty Trust as of Q2 2026.

Based on Mutual Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.