RFS
FBRT

Retirement Financial Solutions’s Franklin BSP Realty Trust FBRT Stock Holding History

Retirement Financial 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 		– Sell
-17,607
Closed -$221K – 41
2024
Q4 		$221K Sell
17,607
-1,812
-9% -$23.4K 0.12% 36
2024
Q3 		$254K Sell
19,419
-5,444
-22% -$71.5K 0.11% 38
2024
Q2 		$313K Sell
24,863
-3,147
-11% -$40.1K 0.15% 37
2024
Q1 		$374K Sell
28,010
-3,779
-12% -$49.3K 0.19% 36
2023
Q4 		$429K Buy
31,789
+1,184
+4% +$15.6K 0.24% 33
2023
Q3 		$405K Sell
30,605
-9,379
-23% -$131K 0.27% 31
2023
Q2 		$566K Sell
39,984
-5,917
-13% -$78K 0.39% 20
2023
Q1 		$548K Sell
45,901
-11,278
-20% -$151K 0.44% 23
2022
Q4 		$738K Buy
+57,179
New +$765K 0.63% 19

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

Retirement Financial Solutions's FBRT Position: Q1 2025 in Review

Retirement Financial Solutions sold out of Franklin BSP Realty Trust (FBRT) in Q1 2025, closing a stake of 17,607 shares — an estimated $221K sold.

Retirement Financial Solutions first reported a position in FBRT in Q4 2022 and held it in 9 quarters. The position peaked at $738K in Q4 2022. 211 funds tracked by Wall St. Rank hold FBRT as of Q1 2025.

  • Retirement Financial Solutions reported no remaining Franklin BSP Realty Trust position as of Q1 2025 after selling out during the quarter.
  • Retirement Financial Solutions sold 17,607 Franklin BSP Realty Trust shares in Q1 2025, an estimated $221K.
  • Retirement Financial Solutions first reported a position in Franklin BSP Realty Trust in Q4 2022 and held it in 9 quarters.
  • Retirement Financial Solutions's Franklin BSP Realty Trust position peaked at $738K in Q4 2022.
  • 211 funds tracked by Wall St. Rank held Franklin BSP Realty Trust as of Q1 2025.

Based on Retirement Financial Solutions's 13F filing for Q1 2025, filed 16 Apr 2025.