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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Gratia Capital Los Angeles, California $165M AUM 34.15% 1-Year Est. Return

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Spire Wealth Management's FBRT Position: Q2 2026 in Review

Spire Wealth Management held its Franklin BSP Realty Trust (FBRT) position steady in Q2 2026 at 2,240 shares worth $18.2K. The position accounts for ﹤0.01% of the portfolio, ranked #1467.

Spire Wealth Management first reported a position in FBRT in Q2 2022 and has held it in 17 quarters since. The position peaked at $638K in Q2 2022. 243 funds tracked by Wall St. Rank hold FBRT as of Q2 2026.

Spire Wealth Management held 2,240 shares of Franklin BSP Realty Trust worth $18.2K as of Q2 2026.
Spire Wealth Management left its Franklin BSP Realty Trust share count unchanged in Q2 2026.
Franklin BSP Realty Trust made up ﹤0.01% of Spire Wealth Management's portfolio in Q2 2026, its #1467 holding.
Spire Wealth Management first reported a position in Franklin BSP Realty Trust in Q2 2022 and has held it in 17 quarters since.
Spire Wealth Management's Franklin BSP Realty Trust position peaked at $638K in Q2 2022.
243 funds tracked by Wall St. Rank held Franklin BSP Realty Trust as of Q2 2026.

Based on Spire Wealth Management's 13F filing for Q2 2026, filed 15 Jul 2026.