Principal Financial Group
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
Q2 		$3.03M Sell
371,976
-24,428
-6% -$212K ﹤0.01% 1783
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
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

Principal Financial Group's FBRT Position: Q2 2026 in Review

Principal Financial Group reduced its Franklin BSP Realty Trust (FBRT) stake by 6.2% in Q2 2026, selling an estimated $212K and leaving 371,976 shares worth $3.03M. The position accounts for ﹤0.01% of the portfolio, ranked #1783.

Principal Financial Group first reported a position in FBRT in Q4 2021 and has held it in 19 quarters since. The position peaked at $7.79M in Q2 2022. 243 funds tracked by Wall St. Rank hold FBRT as of Q2 2026.

  • Principal Financial Group held 371,976 shares of Franklin BSP Realty Trust worth $3.03M as of Q2 2026.
  • Principal Financial Group sold 24,428 Franklin BSP Realty Trust shares in Q2 2026, an estimated $212K.
  • Franklin BSP Realty Trust made up ﹤0.01% of Principal Financial Group's portfolio in Q2 2026, its #1783 holding.
  • Principal Financial Group first reported a position in Franklin BSP Realty Trust in Q4 2021 and has held it in 19 quarters since.
  • Principal Financial Group's Franklin BSP Realty Trust position peaked at $7.79M in Q2 2022.
  • 243 funds tracked by Wall St. Rank held Franklin BSP Realty Trust as of Q2 2026.

Based on Principal Financial Group's 13F filing for Q2 2026, filed 4 Aug 2026.