UB
FBRT

UMB Bank’s Franklin BSP Realty Trust FBRT Stock Holding History

UMB Bank’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 		$790 Sell
93
-602
-87% -$5.73K ﹤0.01% 2229
2025
Q4 		$6.97K Buy
695
+376
+118% +$3.93K ﹤0.01% 1938
2025
Q3 		$3.46K Buy
319
+103
+48% +$1.14K ﹤0.01% 1964
2025
Q2 		$2.31K Sell
216
-140
-39% -$1.57K ﹤0.01% 1984
2025
Q1 		$4.54K Buy
356
+90
+34% +$1.16K ﹤0.01% 1790
2024
Q4 		$3.34K Hold
266
– – ﹤0.01% 1826
2024
Q3 		$3.47K Buy
266
+170
+177% +$2.23K ﹤0.01% 1832
2024
Q2 		$1.21K Buy
96
+64
+200% +$815 ﹤0.01% 1927
2024
Q1 		$428 Buy
+32
New +$417 ﹤0.01% 2017

Other funds holding FBRT

BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Mirae Asset Global ETFs Holdings
Mirae Asset Global ETFs Holdings Causeway Bay, Hong Kong $73.7B AUM 53.56% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
GC
Gratia Capital Los Angeles, California $106M AUM 16.14% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $653B AUM 32.41% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return