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NWF Advisory Services’s Franklin BSP Realty Trust FBRT Stock Holding History

NWF Advisory Services’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
Q1 		– Sell
-10,175
Closed -$131K – 382
2024
Q4 		$131K Buy
+10,175
New +$131K 0.02% 264

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 $3.38T AUM 44.17% 1-Year Est. Return
C
Cliffwater Marina Del Rey, California $402M AUM 7.57% 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 $462B AUM 39.16% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
STAS
Strong Tower Advisory Services Minneapolis, Minnesota $568M AUM 13.18% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

NWF Advisory Services's FBRT Position: Q1 2025 in Review

NWF Advisory Services sold out of Franklin BSP Realty Trust (FBRT) in Q1 2025, closing a stake of 10,175 shares — an estimated $131K sold.

NWF Advisory Services first reported a position in FBRT in Q4 2024 and held it in 1 quarter. The position peaked at $131K in Q4 2024. 211 funds tracked by Wall St. Rank hold FBRT as of Q1 2025.

  • NWF Advisory Services reported no remaining Franklin BSP Realty Trust position as of Q1 2025 after selling out during the quarter.
  • NWF Advisory Services sold 10,175 Franklin BSP Realty Trust shares in Q1 2025, an estimated $131K.
  • NWF Advisory Services first reported a position in Franklin BSP Realty Trust in Q4 2024 and held it in 1 quarter.
  • NWF Advisory Services's Franklin BSP Realty Trust position peaked at $131K in Q4 2024.
  • 211 funds tracked by Wall St. Rank held Franklin BSP Realty Trust as of Q1 2025.

Based on NWF Advisory Services's 13F filing for Q1 2025, filed 12 Aug 2025.