Nisa Investment Advisors
FBRT

Nisa Investment Advisors’s Franklin BSP Realty Trust FBRT Stock Holding History

Nisa Investment 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 		$19.9K Sell
2,391
-2,806
-54% -$24.4K ﹤0.01% 2222
2026
Q1 		$45.9K Sell
5,197
-3,785
-42% -$36K ﹤0.01% 1702
2025
Q4 		$94.5K Sell
8,982
-2,036
-18% -$21.3K ﹤0.01% 1454
2025
Q3 		$125K Sell
11,018
-2,027
-16% -$22.3K ﹤0.01% 1371
2025
Q2 		$145K Sell
13,045
-4,636
-26% -$52.1K ﹤0.01% 1297
2025
Q1 		$232K Sell
17,681
-2,281
-11% -$29.4K ﹤0.01% 1192
2024
Q4 		$258K Sell
19,962
-2,253
-10% -$29.1K ﹤0.01% 1221
2024
Q3 		$299K Sell
22,215
-4,717
-18% -$61.9K ﹤0.01% 1183
2024
Q2 		$349K Sell
26,932
-6
-0% -$76 ﹤0.01% 1179
2024
Q1 		$369K Hold
26,938
– – ﹤0.01% 1171
2023
Q4 		$364K Sell
26,938
-3,082
-10% -$40.6K ﹤0.01% 1139
2023
Q3 		$397K Buy
30,020
+1,591
+6% +$22.2K ﹤0.01% 1134
2023
Q2 		$403K Sell
28,429
-923
-3% -$12.2K ﹤0.01% 1138
2023
Q1 		$350K Buy
29,352
+2,185
+8% +$29.3K ﹤0.01% 1170
2022
Q4 		$350K Hold
27,167
– – ﹤0.01% 1217
2022
Q3 		$293K Buy
27,167
+14,086
+108% +$194K ﹤0.01% 1185
2022
Q2 		$176K Sell
13,081
-2,919
-18% -$41.5K ﹤0.01% 1344
2022
Q1 		$224K Hold
16,000
– – ﹤0.01% 1337
2021
Q4 		$216K Buy
+16,000
New +$258K ﹤0.01% 1245

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

Nisa Investment Advisors's FBRT Position: Q2 2026 in Review

Nisa Investment Advisors reduced its Franklin BSP Realty Trust (FBRT) stake by 54% in Q2 2026, selling an estimated $24.4K and leaving 2,391 shares worth $19.9K. The position accounts for ﹤0.01% of the portfolio, ranked #2222.

Nisa Investment Advisors first reported a position in FBRT in Q4 2021 and has held it in 19 quarters since. The position peaked at $403K in Q2 2023. 243 funds tracked by Wall St. Rank hold FBRT as of Q2 2026.

  • Nisa Investment Advisors held 2,391 shares of Franklin BSP Realty Trust worth $19.9K as of Q2 2026.
  • Nisa Investment Advisors sold 2,806 Franklin BSP Realty Trust shares in Q2 2026, an estimated $24.4K.
  • Franklin BSP Realty Trust made up ﹤0.01% of Nisa Investment Advisors's portfolio in Q2 2026, its #2222 holding.
  • Nisa Investment Advisors first reported a position in Franklin BSP Realty Trust in Q4 2021 and has held it in 19 quarters since.
  • Nisa Investment Advisors's Franklin BSP Realty Trust position peaked at $403K in Q2 2023.
  • 243 funds tracked by Wall St. Rank held Franklin BSP Realty Trust as of Q2 2026.

Based on Nisa Investment Advisors's 13F filing for Q2 2026, filed 10 Aug 2026.