Steward Partners Investment Advisory’s Franklin BSP Realty Trust FBRT Stock Holding History

Steward Partners Investment Advisory’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	$49.2K	Sell	5,800 -10	-0.2%	-$95	﹤0.01%	2788
2025 Q4	$58.3K	Hold	5,810	–	–	﹤0.01%	2591
2025 Q3	$63.1K	Hold	5,810	–	–	﹤0.01%	2490
2025 Q2	$62.1K	Hold	5,810	–	–	﹤0.01%	2369
2025 Q1	$74K	Hold	5,810	–	–	﹤0.01%	2191
2024 Q4	$72.9K	Hold	5,810	–	–	﹤0.01%	2145
2024 Q3	$75.9K	Buy	+5,810	New	+$76.3K	﹤0.01%	2023
2022 Q3	–	Sell	-318	Closed	-$4K	–	3270
2022 Q2	$4K	Hold	318	–	–	﹤0.01%	2820
2022 Q1	$4K	Buy	318 +9	+3%	+$123	﹤0.01%	2945
2021 Q4	$5K	Buy	+309	New	+$4.99K	﹤0.01%	2813

Other funds holding FBRT

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Mirae Asset Global ETFs Holdings Causeway Bay, Hong Kong $73.7B AUM 53.56% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Gratia Capital Los Angeles, California $227M AUM 16.14% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Steward Partners Investment Advisory's FBRT Position: Q1 2026 in Review

Steward Partners Investment Advisory reduced its Franklin BSP Realty Trust (FBRT) stake by 0.17% in Q1 2026, selling an estimated $95 and leaving 5,800 shares worth $49.2K. The position accounts for ﹤0.01% of the portfolio, ranked #2788.

Steward Partners Investment Advisory first reported a position in FBRT in Q4 2021 and has held it in 10 quarters since. The position peaked at $75.9K in Q3 2024. 211 funds tracked by Wall St. Rank hold FBRT as of Q1 2026.

Steward Partners Investment Advisory held 5,800 shares of Franklin BSP Realty Trust worth $49.2K as of Q1 2026.
Steward Partners Investment Advisory sold 10 Franklin BSP Realty Trust shares in Q1 2026, an estimated $95.
Franklin BSP Realty Trust made up ﹤0.01% of Steward Partners Investment Advisory's portfolio in Q1 2026, its #2788 holding.
Steward Partners Investment Advisory first reported a position in Franklin BSP Realty Trust in Q4 2021 and has held it in 10 quarters since.
Steward Partners Investment Advisory's Franklin BSP Realty Trust position peaked at $75.9K in Q3 2024.
211 funds tracked by Wall St. Rank held Franklin BSP Realty Trust as of Q1 2026.

Based on Steward Partners Investment Advisory's 13F filing for Q1 2026, filed 8 May 2026.