Wealth Enhancement Advisory Services
FBRT icon

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
Q3 		$130K Buy
20,788
+7,296
+54% +$57.5K ﹤0.01% 3874
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

FMN
Financial Management Network Mission Viejo, California $695M AUM 13.16% 1-Year Est. Return
MGI
Miller Global Investments Dallas, Texas $124M AUM 25.7% 1-Year Est. Return
IFG
Independent Financial Group San Diego, California $5.51B AUM 33.52% 1-Year Est. Return
CPBTD
Central Pacific Bank - Trust Division Honolulu, Hawaii $952M AUM 25.15% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return
CIA
Cape Investment Advisory Mcdonough, Georgia $388M AUM 17.15% 1-Year Est. Return
VCM
Versant Capital Management Phoenix, Arizona $1.17B AUM 28.44% 1-Year Est. Return
WPA
West Paces Advisors Atlanta, Georgia $586M AUM 14.12% 1-Year Est. Return
CA
CoreCap Advisors Southfield, Michigan $3.48B AUM 21.43% 1-Year Est. Return

Wealth Enhancement Advisory Services's FBRT Position: Q3 2026 in Review

Wealth Enhancement Advisory Services increased its Franklin BSP Realty Trust (FBRT) stake by 54% in Q3 2026, buying an estimated $57.5K and bringing the position to 20,788 shares worth $130K. The position accounts for ﹤0.01% of the portfolio, ranked #3874.

Wealth Enhancement Advisory Services first reported a position in FBRT in Q3 2023 and has held it in 8 quarters since. The position peaked at $163K in Q4 2025. 12 funds tracked by Wall St. Rank hold FBRT as of Q3 2026.

  • Wealth Enhancement Advisory Services held 20,788 shares of Franklin BSP Realty Trust worth $130K as of Q3 2026.
  • Wealth Enhancement Advisory Services bought 7,296 Franklin BSP Realty Trust shares in Q3 2026, an estimated $57.5K.
  • Franklin BSP Realty Trust made up ﹤0.01% of Wealth Enhancement Advisory Services's portfolio in Q3 2026, its #3874 holding.
  • Wealth Enhancement Advisory Services first reported a position in Franklin BSP Realty Trust in Q3 2023 and has held it in 8 quarters since.
  • Wealth Enhancement Advisory Services's Franklin BSP Realty Trust position peaked at $163K in Q4 2025.
  • 12 funds tracked by Wall St. Rank held Franklin BSP Realty Trust as of Q3 2026.

Based on Wealth Enhancement Advisory Services's 13F filing for Q3 2026, filed 13 Oct 2026.