Safeguard Investment Advisory Group’s Franklin BSP Realty Trust FBRT Stock Holding History

Safeguard Investment Advisory Group’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	$108K	Hold	12,665	–	–	0.03%	140
2025 Q4	$127K	Hold	12,665	–	–	0.03%	146
2025 Q3	$138K	Hold	12,665	–	–	0.03%	148
2025 Q2	$135K	Sell	12,665 -376	-3%	-$4.22K	0.03%	139
2025 Q1	$166K	Sell	13,041 -333	-2%	-$4.3K	0.05%	135
2024 Q4	$168K	Hold	13,374	–	–	0.05%	114
2024 Q3	$175K	Hold	13,374	–	–	0.05%	116
2024 Q2	$169K	Hold	13,374	–	–	0.05%	103
2024 Q1	$179K	Hold	13,374	–	–	0.06%	101
2023 Q4	$181K	Hold	13,374	–	–	0.07%	98
2023 Q3	$177K	Hold	13,374	–	–	0.08%	90
2023 Q2	$189K	Hold	13,374	–	–	0.08%	98
2023 Q1	$160K	Hold	13,374	–	–	0.08%	94
2022 Q4	$173K	Hold	13,374	–	–	0.11%	92
2022 Q3	$144K	Buy	+13,374	New	+$184K	0.1%	89

Other funds holding FBRT

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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

Gratia Capital Los Angeles, California $227M AUM 16.14% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Safeguard Investment Advisory Group's FBRT Position: Q1 2026 in Review

Safeguard Investment Advisory Group held its Franklin BSP Realty Trust (FBRT) position steady in Q1 2026 at 12,665 shares worth $108K. The position accounts for 0.03% of the portfolio, ranked #140.

Safeguard Investment Advisory Group first reported a position in FBRT in Q3 2022 and has held it in 15 quarters since. The position peaked at $189K in Q2 2023. 211 funds tracked by Wall St. Rank hold FBRT as of Q1 2026.

Safeguard Investment Advisory Group held 12,665 shares of Franklin BSP Realty Trust worth $108K as of Q1 2026.
Safeguard Investment Advisory Group left its Franklin BSP Realty Trust share count unchanged in Q1 2026.
Franklin BSP Realty Trust made up 0.03% of Safeguard Investment Advisory Group's portfolio in Q1 2026, its #140 holding.
Safeguard Investment Advisory Group first reported a position in Franklin BSP Realty Trust in Q3 2022 and has held it in 15 quarters since.
Safeguard Investment Advisory Group's Franklin BSP Realty Trust position peaked at $189K in Q2 2023.
211 funds tracked by Wall St. Rank held Franklin BSP Realty Trust as of Q1 2026.

Based on Safeguard Investment Advisory Group's 13F filing for Q1 2026, filed 14 May 2026.