United Capital Financial Advisors
FBRT icon

United Capital Financial Advisors’s Franklin BSP Realty Trust FBRT Stock Holding History

United Capital Financial Advisors’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 		$132K Buy
+16,156
New +$140K ﹤0.01% 1579
2023
Q3 		– Sell
-18,936
Closed -$268K – 855
2023
Q2 		$268K Sell
18,936
-1,429
-7% -$18.8K ﹤0.01% 788
2023
Q1 		$243K Sell
20,365
-158,522
-89% -$2.12M ﹤0.01% 878
2022
Q4 		$2.31M Buy
178,887
+59,238
+50% +$793K 0.01% 450
2022
Q3 		$1.29M Buy
119,649
+28,656
+31% +$394K 0.01% 559
2022
Q2 		$1.23M Buy
+90,993
New +$1.3M 0.01% 591

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
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

United Capital Financial Advisors's FBRT Position: Q2 2026 in Review

United Capital Financial Advisors opened a new position in Franklin BSP Realty Trust (FBRT) in Q2 2026: 16,156 shares worth $132K. The stake represents ﹤0.01% of the portfolio and ranks #1579 among its holdings. This is a return to the name: United Capital Financial Advisors previously reported a position in FBRT as recently as Q2 2023.

United Capital Financial Advisors first reported a position in FBRT in Q2 2022 and has held it in 6 quarters since. The position peaked at $2.31M in Q4 2022. 243 funds tracked by Wall St. Rank hold FBRT as of Q2 2026.

  • United Capital Financial Advisors held 16,156 shares of Franklin BSP Realty Trust worth $132K as of Q2 2026.
  • Franklin BSP Realty Trust was a new United Capital Financial Advisors position in Q2 2026.
  • Franklin BSP Realty Trust made up ﹤0.01% of United Capital Financial Advisors's portfolio in Q2 2026, its #1579 holding.
  • United Capital Financial Advisors first reported a position in Franklin BSP Realty Trust in Q2 2022 and has held it in 6 quarters since.
  • United Capital Financial Advisors's Franklin BSP Realty Trust position peaked at $2.31M in Q4 2022.
  • 243 funds tracked by Wall St. Rank held Franklin BSP Realty Trust as of Q2 2026.

Based on United Capital Financial Advisors's 13F filing for Q2 2026, filed 17 Aug 2026.