STAS
FBRT

Strong Tower Advisory Services’s Franklin BSP Realty Trust FBRT Stock Holding History

Strong Tower Advisory Services’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 		– Sell
-86,749
Closed -$736K – 99
2026
Q1 		$736K Buy
86,749
+11,202
+15% +$107K 0.14% 80
2025
Q4 		$758K Sell
75,547
-1,367,181
-95% -$14.3M 0.14% 85
2025
Q3 		$15.7M Buy
1,442,728
+34,102
+2% +$376K 2.97% 10
2025
Q2 		$15.1M Buy
1,408,626
+63,138
+5% +$709K 2.97% 8
2025
Q1 		$15.3M Buy
1,345,488
+188,377
+16% +$2.43M 3.76% 5
2024
Q4 		$14.5M Buy
1,157,111
+101,951
+10% +$1.32M 3.79% 5
2024
Q3 		$13.8M Buy
1,055,160
+235,548
+29% +$3.09M 3.84% 5
2024
Q2 		$10.3M Buy
819,612
+129,410
+19% +$1.65M 3.39% 8
2024
Q1 		$9.06M Buy
690,202
+50,332
+8% +$657K 3.64% 7
2023
Q4 		$8.64M Buy
639,870
+31,706
+5% +$418K 3.83% 7
2023
Q3 		$8.05M Buy
608,164
+13,673
+2% +$190K 4.03% 7
2023
Q2 		$8.42M Buy
594,491
+120,214
+25% +$1.59M 3.99% 7
2023
Q1 		$5.66M Sell
474,277
-5,687
-1% -$76.2K 2.98% 10
2022
Q4 		$6.19M Buy
479,964
+18,209
+4% +$244K 3.72% 5
2022
Q3 		$4.97M Buy
461,755
+11,791
+3% +$162K 2.96% 8
2022
Q2 		$6.07M Buy
+449,964
New +$6.4M 3.29% 6

Other funds holding FBRT

YIH
Y-Intercept (HK) Hong Kong $5.05B AUM 17.89% 1-Year Est. Return
MFG
Magnus Financial Group New York $1.41B AUM 23.4% 1-Year Est. Return
MGI
Miller Global Investments Dallas, Texas $121M AUM
IFG
Independent Financial Group San Diego, California $5.35B AUM 43.78% 1-Year Est. Return
PCM
Park Capital Management Madison, Wisconsin $170M AUM 83.62% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
CPBTD
Central Pacific Bank - Trust Division Honolulu, Hawaii $984M AUM 34.19% 1-Year Est. Return
SW
SteelPeak Wealth Woodland Hills, California $3.86B AUM 48.92% 1-Year Est. Return
AA
Armis Advisers Atlanta, Georgia $1.09B AUM 22.88% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.69B AUM 42.78% 1-Year Est. Return