UBS Group
FBRT

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

UBS Group’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 		$11M Buy
1,346,899
+143,219
+12% +$1.24M ﹤0.01% 3341
2026
Q1 		$10.2M Buy
1,203,680
+329,155
+38% +$3.13M ﹤0.01% 3324
2025
Q4 		$8.77M Buy
874,525
+1,478
+0.2% +$15.4K ﹤0.01% 3429
2025
Q3 		$9.48M Buy
873,047
+168,993
+24% +$1.86M ﹤0.01% 3354
2025
Q2 		$7.53M Buy
704,054
+357,802
+103% +$4.02M ﹤0.01% 3418
2025
Q1 		$4.41M Sell
346,252
-346,404
-50% -$4.47M ﹤0.01% 3915
2024
Q4 		$8.69M Buy
692,656
+563,884
+438% +$7.29M ﹤0.01% 3216
2024
Q3 		$1.68M Buy
128,772
+31,840
+33% +$418K ﹤0.01% 4176
2024
Q2 		$1.22M Sell
96,932
-34,329
-26% -$437K ﹤0.01% 4225
2024
Q1 		$1.75M Sell
131,261
-6,130
-4% -$80K ﹤0.01% 4079
2023
Q4 		$1.86M Buy
137,391
+116,073
+544% +$1.53M ﹤0.01% 3905
2023
Q3 		$282K Sell
21,318
-95,151
-82% -$1.32M ﹤0.01% 5108
2023
Q2 		$1.65M Buy
116,469
+8,631
+8% +$114K ﹤0.01% 3717
2023
Q1 		$1.29M Sell
107,838
-158
-0.1% -$2.12K ﹤0.01% 3879
2022
Q4 		$1.39M Buy
107,996
+28,995
+37% +$388K ﹤0.01% 3752
2022
Q3 		$851K Buy
79,001
+52,373
+197% +$720K ﹤0.01% 3880
2022
Q2 		$359K Sell
26,628
-145
-0.5% -$2.06K ﹤0.01% 4510
2022
Q1 		$375K Sell
26,773
-1,424
-5% -$19.5K ﹤0.01% 4902
2021
Q4 		$422K Buy
+28,197
New +$456K ﹤0.01% 5113

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
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
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

UBS Group's FBRT Position: Q2 2026 in Review

UBS Group increased its Franklin BSP Realty Trust (FBRT) stake by 12% in Q2 2026, buying an estimated $1.24M and bringing the position to 1,346,899 shares worth $11M. The position accounts for ﹤0.01% of the portfolio, ranked #3341.

UBS Group first reported a position in FBRT in Q4 2021 and has held it in 19 quarters since. 244 funds tracked by Wall St. Rank hold FBRT as of Q2 2026.

  • UBS Group held 1,346,899 shares of Franklin BSP Realty Trust worth $11M as of Q2 2026.
  • UBS Group bought 143,219 Franklin BSP Realty Trust shares in Q2 2026, an estimated $1.24M.
  • Franklin BSP Realty Trust made up ﹤0.01% of UBS Group's portfolio in Q2 2026, its #3341 holding.
  • UBS Group first reported a position in Franklin BSP Realty Trust in Q4 2021 and has held it in 19 quarters since.
  • 244 funds tracked by Wall St. Rank held Franklin BSP Realty Trust as of Q2 2026.

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