PL
FBRT

Plancorp LLC’s Franklin BSP Realty Trust FBRT Stock Holding History

Plancorp LLC’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
Q2 		– Sell
-20,000
Closed -$255K – 379
2025
Q1 		$255K Buy
+20,000
New +$258K 0.01% 307

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
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
STAS
Strong Tower Advisory Services Minneapolis, Minnesota $558M AUM 13.89% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
C
Cliffwater Marina Del Rey, California $377M AUM 5.73% 1-Year Est. Return
Mirae Asset Global ETFs Holdings
Mirae Asset Global ETFs Holdings Causeway Bay, Hong Kong $73.7B AUM 53.56% 1-Year Est. Return

Plancorp LLC's FBRT Position: Q2 2025 in Review

Plancorp LLC sold out of Franklin BSP Realty Trust (FBRT) in Q2 2025, closing a stake of 20,000 shares — an estimated $255K sold.

Plancorp LLC first reported a position in FBRT in Q1 2025 and held it in 1 quarter. The position peaked at $255K in Q1 2025. 210 funds tracked by Wall St. Rank hold FBRT as of Q2 2025.

  • Plancorp LLC reported no remaining Franklin BSP Realty Trust position as of Q2 2025 after selling out during the quarter.
  • Plancorp LLC sold 20,000 Franklin BSP Realty Trust shares in Q2 2025, an estimated $255K.
  • Plancorp LLC first reported a position in Franklin BSP Realty Trust in Q1 2025 and held it in 1 quarter.
  • Plancorp LLC's Franklin BSP Realty Trust position peaked at $255K in Q1 2025.
  • 210 funds tracked by Wall St. Rank held Franklin BSP Realty Trust as of Q2 2025.

Based on Plancorp LLC's 13F filing for Q2 2025, filed 16 Jul 2025.