WA
FBRT

Waverly Advisors’s Franklin BSP Realty Trust FBRT Stock Holding History

Waverly 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 		$452K Buy
55,515
+25,535
+85% +$222K ﹤0.01% 1222
2026
Q1 		$255K Buy
+29,980
New +$285K ﹤0.01% 1388

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

Waverly Advisors's FBRT Position: Q2 2026 in Review

Waverly Advisors increased its Franklin BSP Realty Trust (FBRT) stake by 85% in Q2 2026, buying an estimated $222K and bringing the position to 55,515 shares worth $452K. The position accounts for ﹤0.01% of the portfolio, ranked #1222.

Waverly Advisors first reported a position in FBRT in Q1 2026 and has held it in 2 quarters since. 243 funds tracked by Wall St. Rank hold FBRT as of Q2 2026.

  • Waverly Advisors held 55,515 shares of Franklin BSP Realty Trust worth $452K as of Q2 2026.
  • Waverly Advisors bought 25,535 Franklin BSP Realty Trust shares in Q2 2026, an estimated $222K.
  • Franklin BSP Realty Trust made up ﹤0.01% of Waverly Advisors's portfolio in Q2 2026, its #1222 holding.
  • Waverly Advisors first reported a position in Franklin BSP Realty Trust in Q1 2026 and has held it in 2 quarters since.
  • 243 funds tracked by Wall St. Rank held Franklin BSP Realty Trust as of Q2 2026.

Based on Waverly Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.