SAG
FBRT

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

SageView 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 		– Sell
-3,026
Closed -$30.4K – 1196
2025
Q4 		$30.4K Buy
+3,026
New +$31.6K ﹤0.01% 1280
2024
Q1 		– Sell
-20,768
Closed -$275K – 585
2023
Q4 		$275K Buy
20,768
+9,218
+80% +$121K 0.01% 535
2023
Q3 		$153K Buy
+11,550
New +$161K 0.01% 516

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 $3.37T AUM 44.26% 1-Year Est. Return
Mirae Asset Global ETFs Holdings
Mirae Asset Global ETFs Holdings Causeway Bay, Hong Kong $83.9B AUM 60.43% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
GC
Gratia Capital Los Angeles, California $165M AUM 34.15% 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
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

SageView Advisory Group's FBRT Position: Q1 2026 in Review

SageView Advisory Group sold out of Franklin BSP Realty Trust (FBRT) in Q1 2026, closing a stake of 3,026 shares — an estimated $30.4K sold.

SageView Advisory Group first reported a position in FBRT in Q3 2023 and held it in 3 quarters. The position peaked at $275K in Q4 2023. 211 funds tracked by Wall St. Rank hold FBRT as of Q1 2026.

  • SageView Advisory Group reported no remaining Franklin BSP Realty Trust position as of Q1 2026 after selling out during the quarter.
  • SageView Advisory Group sold 3,026 Franklin BSP Realty Trust shares in Q1 2026, an estimated $30.4K.
  • SageView Advisory Group first reported a position in Franklin BSP Realty Trust in Q3 2023 and held it in 3 quarters.
  • SageView Advisory Group's Franklin BSP Realty Trust position peaked at $275K in Q4 2023.
  • 211 funds tracked by Wall St. Rank held Franklin BSP Realty Trust as of Q1 2026.

Based on SageView Advisory Group's 13F filing for Q1 2026, filed 10 Aug 2026.