WANY
FBRT

Wealthspire Advisors (New York)’s Franklin BSP Realty Trust FBRT Stock Holding History

Wealthspire Advisors (New York)’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
2025
Q4 		– Sell
-15
Closed -$163 – 1640
2025
Q3 		$163 Buy
+15
New +$165 ﹤0.01% 2962

Other funds holding FBRT

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 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 $1.02T AUM 30.18% 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
Mirae Asset Global ETFs Holdings
Mirae Asset Global ETFs Holdings Causeway Bay, Hong Kong $73.7B AUM 53.56% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
GC
Gratia Capital Los Angeles, California $227M AUM 16.14% 1-Year Est. Return

Wealthspire Advisors (New York)'s FBRT Position: Q4 2025 in Review

Wealthspire Advisors (New York) sold out of Franklin BSP Realty Trust (FBRT) in Q4 2025, closing a stake of 15 shares — an estimated $163 sold.

Wealthspire Advisors (New York) first reported a position in FBRT in Q3 2025 and held it in 1 quarter. The position peaked at $163 in Q3 2025. 210 funds tracked by Wall St. Rank hold FBRT as of Q4 2025.

  • Wealthspire Advisors (New York) reported no remaining Franklin BSP Realty Trust position as of Q4 2025 after selling out during the quarter.
  • Wealthspire Advisors (New York) sold 15 Franklin BSP Realty Trust shares in Q4 2025, an estimated $163.
  • Wealthspire Advisors (New York) first reported a position in Franklin BSP Realty Trust in Q3 2025 and held it in 1 quarter.
  • Wealthspire Advisors (New York)'s Franklin BSP Realty Trust position peaked at $163 in Q3 2025.
  • 210 funds tracked by Wall St. Rank held Franklin BSP Realty Trust as of Q4 2025.

Based on Wealthspire Advisors (New York)'s 13F filing for Q4 2025, filed 13 Feb 2026.