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FBRT

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

NewEdge 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 		$8.66K Hold
1,064
– – ﹤0.01% 3570
2026
Q1 		$9.03K Hold
1,064
– – ﹤0.01% 3427
2025
Q4 		$10.7K Hold
1,064
– – ﹤0.01% 3452
2025
Q3 		$11.6K Hold
1,064
– – ﹤0.01% 3295
2025
Q2 		$11.4K Buy
+1,064
New +$11.9K ﹤0.01% 3169
2024
Q1 		– Sell
-351
Closed -$4.74K – 3868
2023
Q4 		$4.74K Buy
+351
New +$4.63K ﹤0.01% 3137

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

NewEdge Advisors's FBRT Position: Q2 2026 in Review

NewEdge Advisors held its Franklin BSP Realty Trust (FBRT) position steady in Q2 2026 at 1,064 shares worth $8.66K. The position accounts for ﹤0.01% of the portfolio, ranked #3570.

NewEdge Advisors first reported a position in FBRT in Q4 2023 and has held it in 6 quarters since. The position peaked at $11.6K in Q3 2025. 243 funds tracked by Wall St. Rank hold FBRT as of Q2 2026.

  • NewEdge Advisors held 1,064 shares of Franklin BSP Realty Trust worth $8.66K as of Q2 2026.
  • NewEdge Advisors left its Franklin BSP Realty Trust share count unchanged in Q2 2026.
  • Franklin BSP Realty Trust made up ﹤0.01% of NewEdge Advisors's portfolio in Q2 2026, its #3570 holding.
  • NewEdge Advisors first reported a position in Franklin BSP Realty Trust in Q4 2023 and has held it in 6 quarters since.
  • NewEdge Advisors's Franklin BSP Realty Trust position peaked at $11.6K in Q3 2025.
  • 243 funds tracked by Wall St. Rank held Franklin BSP Realty Trust as of Q2 2026.

Based on NewEdge Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.