PI
FBRT

PFG Investments’s Franklin BSP Realty Trust FBRT Stock Holding History

PFG Investments’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 		$91K Buy
11,177
+15
+0.1% +$130 ﹤0.01% 1237
2026
Q1 		$94.8K Sell
11,162
-3,153
-22% -$30K ﹤0.01% 1129
2025
Q4 		$144K Buy
14,315
+123
+0.9% +$1.28K 0.01% 1061
2025
Q3 		$154K Buy
14,192
+117
+0.8% +$1.29K 0.01% 1016
2025
Q2 		$150K Buy
+14,075
New +$158K 0.01% 954

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

PFG Investments's FBRT Position: Q2 2026 in Review

PFG Investments increased its Franklin BSP Realty Trust (FBRT) stake by 0.13% in Q2 2026, buying an estimated $130 and bringing the position to 11,177 shares worth $91K. The position accounts for ﹤0.01% of the portfolio, ranked #1237.

PFG Investments first reported a position in FBRT in Q2 2025 and has held it in 5 quarters since. The position peaked at $154K in Q3 2025. 243 funds tracked by Wall St. Rank hold FBRT as of Q2 2026.

  • PFG Investments held 11,177 shares of Franklin BSP Realty Trust worth $91K as of Q2 2026.
  • PFG Investments bought 15 Franklin BSP Realty Trust shares in Q2 2026, an estimated $130.
  • Franklin BSP Realty Trust made up ﹤0.01% of PFG Investments's portfolio in Q2 2026, its #1237 holding.
  • PFG Investments first reported a position in Franklin BSP Realty Trust in Q2 2025 and has held it in 5 quarters since.
  • PFG Investments's Franklin BSP Realty Trust position peaked at $154K in Q3 2025.
  • 243 funds tracked by Wall St. Rank held Franklin BSP Realty Trust as of Q2 2026.

Based on PFG Investments's 13F filing for Q2 2026, filed 23 Jul 2026.