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FBRT
Principal Financial Group’s
Franklin BSP Realty Trust
FBRT
Stock Holding History
Principal Financial Group’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
Q1
$3.37M
Buy
396,404
+7,466
+2%
+$71K
﹤0.01%
1733
2025
Q4
$3.9M
Sell
388,938
-8,303
-2%
-$86.7K
﹤0.01%
1696
2025
Q3
$4.31M
Sell
397,241
-10,397
-3%
-$115K
﹤0.01%
1643
2025
Q2
$4.36M
Sell
407,638
-5,957
-1%
-$66.9K
﹤0.01%
1623
2025
Q1
$5.27M
Buy
413,595
+16,707
+4%
+$216K
﹤0.01%
1552
2024
Q4
$4.98M
Buy
396,888
+11,138
+3%
+$144K
﹤0.01%
1595
2024
Q3
$5.04M
Sell
385,750
-52,628
-12%
-$691K
﹤0.01%
1571
2024
Q2
$5.52M
Sell
438,378
-18,045
-4%
-$230K
﹤0.01%
1525
2024
Q1
$6.1M
Buy
456,423
+28,436
+7%
+$371K
﹤0.01%
1508
2023
Q4
$5.78M
Sell
427,987
-15,617
-4%
-$206K
﹤0.01%
1510
2023
Q3
$5.87M
Sell
443,604
-24,324
-5%
-$339K
﹤0.01%
1472
2023
Q2
$6.63M
Sell
467,928
-30,516
-6%
-$402K
﹤0.01%
1429
2023
Q1
$5.95M
Sell
498,444
-5,198
-1%
-$69.6K
﹤0.01%
1478
2022
Q4
$6.5M
Sell
503,642
-34,982
-6%
-$468K
﹤0.01%
1446
2022
Q3
$5.8M
Sell
538,624
-39,091
-7%
-$537K
﹤0.01%
1440
2022
Q2
$7.79M
Buy
577,715
+287,351
+99%
+$4.09M
0.01%
1384
2022
Q1
$4.06M
Sell
290,364
-2,384
-0.8%
-$32.6K
﹤0.01%
1728
2021
Q4
$4.37M
Buy
+292,748
New
+$4.73M
﹤0.01%
1714
Other funds holding FBRT
BlackRock
New York
$5.7T AUM
30.48%
1-Year Est. Return
VCM
Vanguard Capital Management
Malvern, Pennsylvania
$4.04T AUM
State Street
Boston, Massachusetts
$2.9T AUM
29.55%
1-Year Est. Return
Mirae Asset Global ETFs Holdings
Causeway Bay, Hong Kong
$73.7B AUM
53.56%
1-Year Est. Return
VPM
Vanguard Portfolio Management
Malvern, Pennsylvania
$1.91T AUM
GC
Gratia Capital
Los Angeles, California
$106M AUM
16.14%
1-Year Est. Return
Geode Capital Management
Boston, Massachusetts
$1.61T AUM
30.72%
1-Year Est. Return
Invesco
Atlanta, Georgia
$1.02T AUM
30.18%
1-Year Est. Return
Franklin Resources
San Mateo, California
$408B AUM
30.18%
1-Year Est. Return
Charles Schwab
San Francisco, California
$654B AUM
26.35%
1-Year Est. Return
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Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
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