RFP
FBRT

Root Financial Partners’s Franklin BSP Realty Trust FBRT Stock Holding History

Root Financial Partners’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 		$2.25K Buy
+265
New +$2.52K ﹤0.01% 2270

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

Root Financial Partners's FBRT Position: Q1 2026 in Review

Root Financial Partners opened a new position in Franklin BSP Realty Trust (FBRT) in Q1 2026: 265 shares worth $2.25K. The stake represents ﹤0.01% of the portfolio and ranks #2270 among its holdings.

211 funds tracked by Wall St. Rank hold FBRT as of Q1 2026.

  • Root Financial Partners held 265 shares of Franklin BSP Realty Trust worth $2.25K as of Q1 2026.
  • Franklin BSP Realty Trust was a new Root Financial Partners position in Q1 2026.
  • Franklin BSP Realty Trust made up ﹤0.01% of Root Financial Partners's portfolio in Q1 2026, its #2270 holding.
  • 211 funds tracked by Wall St. Rank held Franklin BSP Realty Trust as of Q1 2026.

Based on Root Financial Partners's 13F filing for Q1 2026, filed 24 Apr 2026.