SIS
FBRT

Sound Income Strategies’s Franklin BSP Realty Trust FBRT Stock Holding History

Sound Income Strategies’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
Q4 		– Sell
-1,827
Closed -$19.3K – 2531
2025
Q3 		$19.3K Buy
+1,827
New +$20.1K ﹤0.01% 816
2023
Q3 		– Sell
-1,377
Closed -$19.5K – 1174
2023
Q2 		$19.5K Buy
+1,377
New +$18.2K ﹤0.01% 436

Other funds holding FBRT

BlackRock
BlackRock New York $6.73T AUM 46.02% 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 $3.37T AUM 44.26% 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 $1.02T 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
Mirae Asset Global ETFs Holdings
Mirae Asset Global ETFs Holdings Causeway Bay, Hong Kong $73.7B AUM 53.56% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
GC
Gratia Capital Los Angeles, California $227M AUM 16.14% 1-Year Est. Return

Sound Income Strategies's FBRT Position: Q4 2025 in Review

Sound Income Strategies sold out of Franklin BSP Realty Trust (FBRT) in Q4 2025, closing a stake of 1,827 shares — an estimated $19.3K sold.

Sound Income Strategies first reported a position in FBRT in Q2 2023 and held it in 2 quarters. The position peaked at $19.5K in Q2 2023. 210 funds tracked by Wall St. Rank hold FBRT as of Q4 2025.

  • Sound Income Strategies reported no remaining Franklin BSP Realty Trust position as of Q4 2025 after selling out during the quarter.
  • Sound Income Strategies sold 1,827 Franklin BSP Realty Trust shares in Q4 2025, an estimated $19.3K.
  • Sound Income Strategies first reported a position in Franklin BSP Realty Trust in Q2 2023 and held it in 2 quarters.
  • Sound Income Strategies's Franklin BSP Realty Trust position peaked at $19.5K in Q2 2023.
  • 210 funds tracked by Wall St. Rank held Franklin BSP Realty Trust as of Q4 2025.

Based on Sound Income Strategies's 13F filing for Q4 2025, filed 21 Jan 2026.