UBS AM
FBRT

UBS AM’s Franklin BSP Realty Trust FBRT Stock Holding History

UBS AM’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 		$1.66M Buy
204,207
+201,823
+8,466% +$1.75M ﹤0.01% 2136
2026
Q1 		$20.2K Buy
2,384
+907
+61% +$8.63K ﹤0.01% 3140
2025
Q4 		$14.8K Sell
1,477
-149,827
-99% -$1.56M ﹤0.01% 2779
2025
Q3 		$1.64M Buy
151,304
+76,274
+102% +$840K ﹤0.01% 1832
2025
Q2 		$802K Sell
75,030
-78,444
-51% -$881K ﹤0.01% 2433
2025
Q1 		$1.96M Buy
153,474
+4,391
+3% +$56.7K ﹤0.01% 2003
2024
Q4 		$1.87M Buy
149,083
+24,935
+20% +$322K ﹤0.01% 2084
2024
Q3 		$1.62M Buy
124,148
+47,650
+62% +$625K ﹤0.01% 2154
2024
Q2 		$964K Sell
76,498
-17,984
-19% -$229K ﹤0.01% 2384
2024
Q1 		$1.26M Hold
94,482
– – ﹤0.01% 1897
2023
Q4 		$1.28M Hold
94,482
– – ﹤0.01% 1900
2023
Q3 		$1.25M Buy
94,482
+7,914
+9% +$110K ﹤0.01% 1835
2023
Q2 		$1.03M Hold
86,568
– – ﹤0.01% 1993
2023
Q1 		$1.03M Buy
86,568
+6,899
+9% +$92.4K ﹤0.01% 1993
2022
Q4 		$1.03M Buy
79,669
+40,048
+101% +$536K ﹤0.01% 1843
2022
Q3 		$427K Buy
39,621
+15,901
+67% +$219K ﹤0.01% 2395
2022
Q2 		$320K Sell
23,720
-1,196
-5% -$17K ﹤0.01% 2462
2022
Q1 		$348K Hold
24,916
– – ﹤0.01% 2560
2021
Q4 		$372K Buy
+24,916
New +$402K ﹤0.01% 2635

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 $3.37T 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
GC
Gratia Capital Los Angeles, California $165M AUM 34.15% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

UBS AM's FBRT Position: Q2 2026 in Review

UBS AM increased its Franklin BSP Realty Trust (FBRT) stake by 8,466% in Q2 2026, buying an estimated $1.75M and bringing the position to 204,207 shares worth $1.66M. The position accounts for ﹤0.01% of the portfolio, ranked #2136.

UBS AM first reported a position in FBRT in Q4 2021 and has held it in 19 quarters since. The position peaked at $1.96M in Q1 2025. 243 funds tracked by Wall St. Rank hold FBRT as of Q2 2026.

  • UBS AM held 204,207 shares of Franklin BSP Realty Trust worth $1.66M as of Q2 2026.
  • UBS AM bought 201,823 Franklin BSP Realty Trust shares in Q2 2026, an estimated $1.75M.
  • Franklin BSP Realty Trust made up ﹤0.01% of UBS AM's portfolio in Q2 2026, its #2136 holding.
  • UBS AM first reported a position in Franklin BSP Realty Trust in Q4 2021 and has held it in 19 quarters since.
  • UBS AM's Franklin BSP Realty Trust position peaked at $1.96M in Q1 2025.
  • 243 funds tracked by Wall St. Rank held Franklin BSP Realty Trust as of Q2 2026.

Based on UBS AM's 13F filing for Q2 2026, filed 13 Aug 2026.