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FBRT icon

True Wealth Design’s Franklin BSP Realty Trust FBRT Stock Holding History

True Wealth Design’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 		– Sell
-7
Closed -$71 – 2750
2025
Q4 		$71 Buy
7
+4
+133% +$42 ﹤0.01% 2384
2025
Q3 		$33 Sell
3
-44
-94% -$485 ﹤0.01% 2620
2025
Q2 		$503 Buy
47
+22
+88% +$247 ﹤0.01% 1742
2025
Q1 		$319 Buy
+25
New +$323 ﹤0.01% 1742

Other funds holding FBRT

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 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
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
GC
Gratia Capital Los Angeles, California $165M AUM 34.15% 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

True Wealth Design's FBRT Position: Q1 2026 in Review

True Wealth Design sold out of Franklin BSP Realty Trust (FBRT) in Q1 2026, closing a stake of 7 shares — an estimated $71 sold.

True Wealth Design first reported a position in FBRT in Q1 2025 and held it in 4 quarters. The position peaked at $503 in Q2 2025. 211 funds tracked by Wall St. Rank hold FBRT as of Q1 2026.

  • True Wealth Design reported no remaining Franklin BSP Realty Trust position as of Q1 2026 after selling out during the quarter.
  • True Wealth Design sold 7 Franklin BSP Realty Trust shares in Q1 2026, an estimated $71.
  • True Wealth Design first reported a position in Franklin BSP Realty Trust in Q1 2025 and held it in 4 quarters.
  • True Wealth Design's Franklin BSP Realty Trust position peaked at $503 in Q2 2025.
  • 211 funds tracked by Wall St. Rank held Franklin BSP Realty Trust as of Q1 2026.

Based on True Wealth Design's 13F filing for Q1 2026, filed 13 Apr 2026.