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 		– Sell
-500,000
Closed -$4.25M – 10613
2026
Q1 		$4.25M Buy
+500,000
New +$4.76M ﹤0.01% 4238

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.