Rockefeller Capital Management
FBRT

Rockefeller Capital Management’s Franklin BSP Realty Trust FBRT Stock Holding History

Rockefeller Capital Management’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 		$663K Buy
78,054
+30,000
+62% +$285K ﹤0.01% 1813
2025
Q4 		$482K Buy
48,054
+47,956
+48,935% +$501K ﹤0.01% 1927
2025
Q3 		$1.06K Buy
+98
New +$1.08K ﹤0.01% 4182
2023
Q1 		– Sell
-842
Closed -$10K – 2597
2022
Q4 		$10K Hold
842
– – ﹤0.01% 3072
2022
Q3 		$9K Buy
+842
New +$11.6K ﹤0.01% 3132

Other funds holding FBRT

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 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
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
GC
Gratia Capital Los Angeles, California $227M AUM 16.14% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 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

Rockefeller Capital Management's FBRT Position: Q1 2026 in Review

Rockefeller Capital Management increased its Franklin BSP Realty Trust (FBRT) stake by 62% in Q1 2026, buying an estimated $285K and bringing the position to 78,054 shares worth $663K. The position accounts for ﹤0.01% of the portfolio, ranked #1813.

Rockefeller Capital Management first reported a position in FBRT in Q3 2022 and has held it in 5 quarters since. 211 funds tracked by Wall St. Rank hold FBRT as of Q1 2026.

  • Rockefeller Capital Management held 78,054 shares of Franklin BSP Realty Trust worth $663K as of Q1 2026.
  • Rockefeller Capital Management bought 30,000 Franklin BSP Realty Trust shares in Q1 2026, an estimated $285K.
  • Franklin BSP Realty Trust made up ﹤0.01% of Rockefeller Capital Management's portfolio in Q1 2026, its #1813 holding.
  • Rockefeller Capital Management first reported a position in Franklin BSP Realty Trust in Q3 2022 and has held it in 5 quarters since.
  • 211 funds tracked by Wall St. Rank held Franklin BSP Realty Trust as of Q1 2026.

Based on Rockefeller Capital Management's 13F filing for Q1 2026, filed 14 May 2026.