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
Q2 		$481K Sell
59,060
-18,994
-24% -$165K ﹤0.01% 2109
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 $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 $3.38T AUM 44.17% 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

Rockefeller Capital Management's FBRT Position: Q2 2026 in Review

Rockefeller Capital Management reduced its Franklin BSP Realty Trust (FBRT) stake by 24% in Q2 2026, selling an estimated $165K and leaving 59,060 shares worth $481K. The position accounts for ﹤0.01% of the portfolio, ranked #2109.

Rockefeller Capital Management first reported a position in FBRT in Q3 2022 and has held it in 6 quarters since. The position peaked at $663K in Q1 2026. 243 funds tracked by Wall St. Rank hold FBRT as of Q2 2026.

  • Rockefeller Capital Management held 59,060 shares of Franklin BSP Realty Trust worth $481K as of Q2 2026.
  • Rockefeller Capital Management sold 18,994 Franklin BSP Realty Trust shares in Q2 2026, an estimated $165K.
  • Franklin BSP Realty Trust made up ﹤0.01% of Rockefeller Capital Management's portfolio in Q2 2026, its #2109 holding.
  • Rockefeller Capital Management first reported a position in Franklin BSP Realty Trust in Q3 2022 and has held it in 6 quarters since.
  • Rockefeller Capital Management's Franklin BSP Realty Trust position peaked at $663K in Q1 2026.
  • 243 funds tracked by Wall St. Rank held Franklin BSP Realty Trust as of Q2 2026.

Based on Rockefeller Capital Management's 13F filing for Q2 2026, filed 13 Aug 2026.