SAI
FBRT

Savvy Advisors Inc’s Franklin BSP Realty Trust FBRT Stock Holding History

Savvy Advisors Inc’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
2025
Q3 		– Sell
-41,207
Closed -$441K – 830
2025
Q2 		$441K Buy
41,207
+11,599
+39% +$130K 0.03% 383
2025
Q1 		$377K Buy
+29,608
New +$382K 0.04% 341

Other funds holding FBRT

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
STAS
Strong Tower Advisory Services Minneapolis, Minnesota $558M AUM 13.89% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 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
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Savvy Advisors Inc's FBRT Position: Q3 2025 in Review

Savvy Advisors Inc sold out of Franklin BSP Realty Trust (FBRT) in Q3 2025, closing a stake of 41,207 shares — an estimated $441K sold.

Savvy Advisors Inc first reported a position in FBRT in Q1 2025 and held it in 2 quarters. The position peaked at $441K in Q2 2025. 215 funds tracked by Wall St. Rank hold FBRT as of Q3 2025.

  • Savvy Advisors Inc reported no remaining Franklin BSP Realty Trust position as of Q3 2025 after selling out during the quarter.
  • Savvy Advisors Inc sold 41,207 Franklin BSP Realty Trust shares in Q3 2025, an estimated $441K.
  • Savvy Advisors Inc first reported a position in Franklin BSP Realty Trust in Q1 2025 and held it in 2 quarters.
  • Savvy Advisors Inc's Franklin BSP Realty Trust position peaked at $441K in Q2 2025.
  • 215 funds tracked by Wall St. Rank held Franklin BSP Realty Trust as of Q3 2025.

Based on Savvy Advisors Inc's 13F filing for Q3 2025, filed 6 Nov 2025.