Spire Wealth Management’s Franklin BSP Realty Trust FBRT Stock Holding History

Spire Wealth Management’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 Q2	$18.2K	Hold	2,240	–	–	﹤0.01%	1467
2026 Q1	$19K	Hold	2,240	–	–	﹤0.01%	1441
2025 Q4	$22.5K	Hold	2,240	–	–	﹤0.01%	1439
2025 Q3	$24.3K	Hold	2,240	–	–	﹤0.01%	1466
2025 Q2	$23.9K	Hold	2,240	–	–	﹤0.01%	1451
2025 Q1	$28.5K	Hold	2,240	–	–	﹤0.01%	1494
2024 Q4	$28.1K	Hold	2,240	–	–	﹤0.01%	1504
2024 Q3	$29.3K	Hold	2,240	–	–	﹤0.01%	1317
2024 Q2	$28.2K	Sell	2,240 -6,358	-74%	-$81K	﹤0.01%	1307
2024 Q1	$115K	Hold	8,598	–	–	﹤0.01%	947
2023 Q4	$116K	Hold	8,598	–	–	﹤0.01%	953
2023 Q3	$114K	Hold	8,598	–	–	﹤0.01%	910
2023 Q2	$122K	Hold	8,598	–	–	﹤0.01%	909
2023 Q1	$103K	Buy	8,598 +1,318	+18%	+$17.7K	﹤0.01%	963
2022 Q4	$94K	Hold	7,280	–	–	0.01%	771
2022 Q3	$78K	Sell	7,280 -40,046	-85%	-$551K	﹤0.01%	790
2022 Q2	$638K	Buy	+47,326	New	+$674K	0.03%	417

Other funds holding FBRT

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Magnus Financial Group New York $1.41B AUM 23.4% 1-Year Est. Return

Miller Global Investments Dallas, Texas $121M AUM

Independent Financial Group San Diego, California $5.35B AUM 43.78% 1-Year Est. Return

Park Capital Management Madison, Wisconsin $170M AUM 83.62% 1-Year Est. Return

Wealth Enhancement Advisory Services

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.6B AUM 29.42% 1-Year Est. Return

Central Pacific Bank - Trust Division Honolulu, Hawaii $984M AUM 34.19% 1-Year Est. Return

SteelPeak Wealth Woodland Hills, California $3.8B AUM 48.92% 1-Year Est. Return

Armis Advisers Atlanta, Georgia $1.08B AUM 22.88% 1-Year Est. Return

GAMMA Investing Foster City, California $2.69B AUM 42.78% 1-Year Est. Return