Wealth Enhancement Advisory Services
FBRT

Wealth Enhancement Advisory Services’s Franklin BSP Realty Trust FBRT Stock Holding History

Wealth Enhancement Advisory Services’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 		$109K Buy
13,492
+2,209
+20% +$19.2K ﹤0.01% 3775
2026
Q1 		$95.3K Sell
11,283
-5,078
-31% -$48.3K ﹤0.01% 3328
2025
Q4 		$163K Buy
16,361
+3,988
+32% +$41.6K ﹤0.01% 3330
2025
Q3 		$132K Buy
+12,373
New +$136K ﹤0.01% 3266
2024
Q2 		– Sell
-12,105
Closed -$162K – 2645
2024
Q1 		$162K Buy
12,105
+1,508
+14% +$19.7K ﹤0.01% 2236
2023
Q4 		$143K Sell
10,597
-840
-7% -$11.1K ﹤0.01% 2136
2023
Q3 		$151K Buy
+11,437
New +$159K ﹤0.01% 2046

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

Wealth Enhancement Advisory Services's FBRT Position: Q2 2026 in Review

Wealth Enhancement Advisory Services increased its Franklin BSP Realty Trust (FBRT) stake by 20% in Q2 2026, buying an estimated $19.2K and bringing the position to 13,492 shares worth $109K. The position accounts for ﹤0.01% of the portfolio, ranked #3775.

Wealth Enhancement Advisory Services first reported a position in FBRT in Q3 2023 and has held it in 7 quarters since. The position peaked at $163K in Q4 2025. 243 funds tracked by Wall St. Rank hold FBRT as of Q2 2026.

  • Wealth Enhancement Advisory Services held 13,492 shares of Franklin BSP Realty Trust worth $109K as of Q2 2026.
  • Wealth Enhancement Advisory Services bought 2,209 Franklin BSP Realty Trust shares in Q2 2026, an estimated $19.2K.
  • Franklin BSP Realty Trust made up ﹤0.01% of Wealth Enhancement Advisory Services's portfolio in Q2 2026, its #3775 holding.
  • Wealth Enhancement Advisory Services first reported a position in Franklin BSP Realty Trust in Q3 2023 and has held it in 7 quarters since.
  • Wealth Enhancement Advisory Services's Franklin BSP Realty Trust position peaked at $163K in Q4 2025.
  • 243 funds tracked by Wall St. Rank held Franklin BSP Realty Trust as of Q2 2026.

Based on Wealth Enhancement Advisory Services's 13F filing for Q2 2026, filed 15 Jul 2026.