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
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 $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

Rothschild Investment LLC's FBRT Position: Q1 2026 in Review

Rothschild Investment LLC reduced its Franklin BSP Realty Trust (FBRT) stake by 3.6% in Q1 2026, selling an estimated $171 and leaving 481 shares worth $4.08K. The position accounts for ﹤0.01% of the portfolio, ranked #2162.

Rothschild Investment LLC first reported a position in FBRT in Q4 2023 and has held it in 10 quarters since. The position peaked at $8.68K in Q1 2025. 211 funds tracked by Wall St. Rank hold FBRT as of Q1 2026.

  • Rothschild Investment LLC held 481 shares of Franklin BSP Realty Trust worth $4.08K as of Q1 2026.
  • Rothschild Investment LLC sold 18 Franklin BSP Realty Trust shares in Q1 2026, an estimated $171.
  • Franklin BSP Realty Trust made up ﹤0.01% of Rothschild Investment LLC's portfolio in Q1 2026, its #2162 holding.
  • Rothschild Investment LLC first reported a position in Franklin BSP Realty Trust in Q4 2023 and has held it in 10 quarters since.
  • Rothschild Investment LLC's Franklin BSP Realty Trust position peaked at $8.68K in Q1 2025.
  • 211 funds tracked by Wall St. Rank held Franklin BSP Realty Trust as of Q1 2026.

Based on Rothschild Investment LLC's 13F filing for Q1 2026, filed 7 May 2026.