MOACM
FBRT

Mutual of America Capital Management’s Franklin BSP Realty Trust FBRT Stock Holding History

Mutual of America Capital 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
2025
Q3 		– Sell
-10,561
Closed -$113K – 1372
2025
Q2 		$113K Sell
10,561
-1,536
-13% -$17.2K ﹤0.01% 1352
2025
Q1 		$154K Sell
12,097
-301
-2% -$3.89K ﹤0.01% 1374
2024
Q4 		$155K Buy
12,398
+90
+0.7% +$1.16K ﹤0.01% 1408
2024
Q3 		$161K Sell
12,308
-1,149
-9% -$15.1K ﹤0.01% 1416
2024
Q2 		$170K Sell
13,457
-682
-5% -$8.69K ﹤0.01% 1413
2024
Q1 		$189K Sell
14,139
-226
-2% -$2.95K ﹤0.01% 1421
2023
Q4 		$194K Sell
14,365
-44
-0.3% -$580 ﹤0.01% 1414
2023
Q3 		$191K Sell
14,409
-1,662
-10% -$23.1K ﹤0.01% 1382
2023
Q2 		$228K Sell
16,071
-914
-5% -$12.1K ﹤0.01% 1375
2023
Q1 		$203K Sell
16,985
-300
-2% -$4.02K ﹤0.01% 1399
2022
Q4 		$223K Buy
17,285
+618
+4% +$8.27K ﹤0.01% 1364
2022
Q3 		$180K Buy
16,667
+2,611
+19% +$35.9K ﹤0.01% 1391
2022
Q2 		$189K Buy
14,056
+7,723
+122% +$110K ﹤0.01% 1349
2022
Q1 		$89K Buy
6,333
+328
+5% +$4.48K ﹤0.01% 1546
2021
Q4 		$90K Buy
+6,005
New +$97K ﹤0.01% 1552

Other funds holding FBRT

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
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
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
STAS
Strong Tower Advisory Services Minneapolis, Minnesota $558M AUM 13.89% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Mirae Asset Global ETFs Holdings
Mirae Asset Global ETFs Holdings Causeway Bay, Hong Kong $73.7B AUM 53.56% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Mutual of America Capital Management's FBRT Position: Q3 2025 in Review

Mutual of America Capital Management sold out of Franklin BSP Realty Trust (FBRT) in Q3 2025, closing a stake of 10,561 shares — an estimated $113K sold.

Mutual of America Capital Management first reported a position in FBRT in Q4 2021 and held it in 15 quarters. The position peaked at $228K in Q2 2023. 215 funds tracked by Wall St. Rank hold FBRT as of Q3 2025.

  • Mutual of America Capital Management reported no remaining Franklin BSP Realty Trust position as of Q3 2025 after selling out during the quarter.
  • Mutual of America Capital Management sold 10,561 Franklin BSP Realty Trust shares in Q3 2025, an estimated $113K.
  • Mutual of America Capital Management first reported a position in Franklin BSP Realty Trust in Q4 2021 and held it in 15 quarters.
  • Mutual of America Capital Management's Franklin BSP Realty Trust position peaked at $228K in Q2 2023.
  • 215 funds tracked by Wall St. Rank held Franklin BSP Realty Trust as of Q3 2025.

Based on Mutual of America Capital Management's 13F filing for Q3 2025, filed 31 Oct 2025.