Stifel Financial
FBRT

Stifel Financial’s Franklin BSP Realty Trust FBRT Stock Holding History

Stifel Financial’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
-14,632
Closed -$159K – 3609
2025
Q3 		$159K Buy
14,632
+132
+0.9% +$1.45K ﹤0.01% 3387
2025
Q2 		$155K Buy
14,500
+2,579
+22% +$29K ﹤0.01% 3305
2025
Q1 		$152K Buy
11,921
+112
+0.9% +$1.45K ﹤0.01% 3231
2024
Q4 		$148K Buy
+11,809
New +$153K ﹤0.01% 3206

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 $1.26T AUM 61.52% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Mirae Asset Global ETFs Holdings
Mirae Asset Global ETFs Holdings Causeway Bay, Hong Kong $83.9B AUM 60.43% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
GC
Gratia Capital Los Angeles, California $165M AUM 34.15% 1-Year Est. Return

Stifel Financial's FBRT Position: Q4 2025 in Review

Stifel Financial sold out of Franklin BSP Realty Trust (FBRT) in Q4 2025, closing a stake of 14,632 shares — an estimated $159K sold.

Stifel Financial first reported a position in FBRT in Q4 2024 and held it in 4 quarters. The position peaked at $159K in Q3 2025. 210 funds tracked by Wall St. Rank hold FBRT as of Q4 2025.

  • Stifel Financial reported no remaining Franklin BSP Realty Trust position as of Q4 2025 after selling out during the quarter.
  • Stifel Financial sold 14,632 Franklin BSP Realty Trust shares in Q4 2025, an estimated $159K.
  • Stifel Financial first reported a position in Franklin BSP Realty Trust in Q4 2024 and held it in 4 quarters.
  • Stifel Financial's Franklin BSP Realty Trust position peaked at $159K in Q3 2025.
  • 210 funds tracked by Wall St. Rank held Franklin BSP Realty Trust as of Q4 2025.

Based on Stifel Financial's 13F filing for Q4 2025, filed 13 Feb 2026.