OPS
FBRT

Orion Portfolio Solutions’s Franklin BSP Realty Trust FBRT Stock Holding History

Orion Portfolio Solutions’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 		$309K Buy
24,242
+3,365
+16% +$43.4K ﹤0.01% 1613
2024
Q4 		$262K Buy
20,877
+1,238
+6% +$16K ﹤0.01% 1619
2024
Q3 		$256K Buy
19,639
+1,381
+8% +$18.1K ﹤0.01% 1601
2024
Q2 		$230K Buy
+18,258
New +$233K ﹤0.01% 1575

Other funds holding FBRT

BlackRock
BlackRock New York $5.72T AUM 30.48% 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 $2.9T AUM 29.55% 1-Year Est. Return
C
Cliffwater Marina Del Rey, California $377M AUM 5.73% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
STAS
Strong Tower Advisory Services Minneapolis, Minnesota $558M AUM 13.89% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Orion Portfolio Solutions's FBRT Position: Q1 2025 in Review

Orion Portfolio Solutions increased its Franklin BSP Realty Trust (FBRT) stake by 16% in Q1 2025, buying an estimated $43.4K and bringing the position to 24,242 shares worth $309K. The position accounts for ﹤0.01% of the portfolio, ranked #1613.

Orion Portfolio Solutions first reported a position in FBRT in Q2 2024 and has held it in 4 quarters since. 211 funds tracked by Wall St. Rank hold FBRT as of Q1 2025.

  • Orion Portfolio Solutions held 24,242 shares of Franklin BSP Realty Trust worth $309K as of Q1 2025.
  • Orion Portfolio Solutions bought 3,365 Franklin BSP Realty Trust shares in Q1 2025, an estimated $43.4K.
  • Franklin BSP Realty Trust made up ﹤0.01% of Orion Portfolio Solutions's portfolio in Q1 2025, its #1613 holding.
  • Orion Portfolio Solutions first reported a position in Franklin BSP Realty Trust in Q2 2024 and has held it in 4 quarters since.
  • 211 funds tracked by Wall St. Rank held Franklin BSP Realty Trust as of Q1 2025.

Based on Orion Portfolio Solutions's 13F filing for Q1 2025, filed 14 May 2025.