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West Paces Advisors’s Franklin BSP Realty Trust FBRT Stock Holding History

West Paces 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
Q3 		$2.78K Hold
435
– – ﹤0.01% 535
2026
Q2 		$3.54K Buy
+435
New +$3.78K ﹤0.01% 498

Other funds holding FBRT

FMN
Financial Management Network Mission Viejo, California $695M AUM 13.16% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
TCM
Triumph Capital Management Denver, Colorado $573M AUM 15.32% 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
MG
Mather Group Chicago, Illinois $11.8B AUM 12.84% 1-Year Est. Return

West Paces Advisors's FBRT Position: Q3 2026 in Review

West Paces Advisors held its Franklin BSP Realty Trust (FBRT) position steady in Q3 2026 at 435 shares worth $2.78K. The position accounts for ﹤0.01% of the portfolio, ranked #535.

West Paces Advisors first reported a position in FBRT in Q2 2026 and has held it in 2 quarters since. The position peaked at $3.54K in Q2 2026. 15 funds tracked by Wall St. Rank hold FBRT as of Q3 2026.

  • West Paces Advisors held 435 shares of Franklin BSP Realty Trust worth $2.78K as of Q3 2026.
  • West Paces Advisors left its Franklin BSP Realty Trust share count unchanged in Q3 2026.
  • Franklin BSP Realty Trust made up ﹤0.01% of West Paces Advisors's portfolio in Q3 2026, its #535 holding.
  • West Paces Advisors first reported a position in Franklin BSP Realty Trust in Q2 2026 and has held it in 2 quarters since.
  • West Paces Advisors's Franklin BSP Realty Trust position peaked at $3.54K in Q2 2026.
  • 15 funds tracked by Wall St. Rank held Franklin BSP Realty Trust as of Q3 2026.

Based on West Paces Advisors's 13F filing for Q3 2026, filed 13 Oct 2026.