RIL
FBRT

Rothschild Investment LLC’s Franklin BSP Realty Trust FBRT Stock Holding History

Rothschild Investment LLC’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 		$4.15K Buy
510
+29
+6% +$252 ﹤0.01% 2392
2026
Q1 		$4.08K Sell
481
-18
-4% -$171 ﹤0.01% 2162
2025
Q4 		$5K Sell
499
-127
-20% -$1.33K ﹤0.01% 1875
2025
Q3 		$6.8K Buy
626
+55
+10% +$606 ﹤0.01% 1587
2025
Q2 		$6.1K Sell
571
-110
-16% -$1.24K ﹤0.01% 1409
2025
Q1 		$8.68K Buy
681
+210
+45% +$2.71K ﹤0.01% 1209
2024
Q4 		$5.91K Buy
471
+10
+2% +$129 ﹤0.01% 1290
2024
Q3 		$6.02K Buy
461
+50
+12% +$656 ﹤0.01% 1233
2024
Q2 		$5.18K Buy
411
+40
+11% +$509 ﹤0.01% 1203
2024
Q1 		$4.96K Buy
371
+10
+3% +$130 ﹤0.01% 1138
2023
Q4 		$4.88K Buy
+361
New +$4.76K ﹤0.01% 1086

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

Rothschild Investment LLC's FBRT Position: Q2 2026 in Review

Rothschild Investment LLC increased its Franklin BSP Realty Trust (FBRT) stake by 6% in Q2 2026, buying an estimated $252 and bringing the position to 510 shares worth $4.15K. The position accounts for ﹤0.01% of the portfolio, ranked #2392.

Rothschild Investment LLC first reported a position in FBRT in Q4 2023 and has held it in 11 quarters since. The position peaked at $8.68K in Q1 2025. 243 funds tracked by Wall St. Rank hold FBRT as of Q2 2026.

  • Rothschild Investment LLC held 510 shares of Franklin BSP Realty Trust worth $4.15K as of Q2 2026.
  • Rothschild Investment LLC bought 29 Franklin BSP Realty Trust shares in Q2 2026, an estimated $252.
  • Franklin BSP Realty Trust made up ﹤0.01% of Rothschild Investment LLC's portfolio in Q2 2026, its #2392 holding.
  • Rothschild Investment LLC first reported a position in Franklin BSP Realty Trust in Q4 2023 and has held it in 11 quarters since.
  • Rothschild Investment LLC's Franklin BSP Realty Trust position peaked at $8.68K in Q1 2025.
  • 243 funds tracked by Wall St. Rank held Franklin BSP Realty Trust as of Q2 2026.

Based on Rothschild Investment LLC's 13F filing for Q2 2026, filed 6 Aug 2026.