YCM
FBRT

Yousif Capital Management’s Franklin BSP Realty Trust FBRT Stock Holding History

Yousif Capital Management’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 		$169K Sell
20,717
-826
-4% -$7.18K ﹤0.01% 1627
2026
Q1 		$183K Sell
21,543
-204
-0.9% -$1.94K ﹤0.01% 1784
2025
Q4 		$222K Sell
21,747
-3,525
-14% -$36.8K ﹤0.01% 1748
2025
Q3 		$274K Sell
25,272
-5,408
-18% -$59.6K ﹤0.01% 1685
2025
Q2 		$328K Sell
30,680
-92
-0.3% -$1.03K ﹤0.01% 1635
2025
Q1 		$392K Sell
30,772
-252
-0.8% -$3.25K ﹤0.01% 1541
2024
Q4 		$389K Sell
31,024
-260
-0.8% -$3.36K ﹤0.01% 1580
2024
Q3 		$409K Sell
31,284
-1,474
-4% -$19.3K ﹤0.01% 1590
2024
Q2 		$413K Sell
32,758
-4,346
-12% -$55.3K ﹤0.01% 1553
2024
Q1 		$496K Sell
37,104
-3,500
-9% -$45.7K 0.01% 1518
2023
Q4 		$549K Buy
40,604
+25
+0.1% +$329 0.01% 1487
2023
Q3 		$537K Sell
40,579
-3,189
-7% -$44.4K 0.01% 1446
2023
Q2 		$620K Sell
43,768
-2,946
-6% -$38.9K 0.01% 1398
2023
Q1 		$557K Sell
46,714
-5,560
-11% -$74.5K 0.01% 1437
2022
Q4 		$674K Sell
52,274
-14,975
-22% -$200K 0.01% 1367
2022
Q3 		$724K Sell
67,249
-1,360
-2% -$18.7K 0.01% 1352
2022
Q2 		$925K Buy
68,609
+28,620
+72% +$407K 0.01% 1276
2022
Q1 		$559K Buy
39,989
+1,722
+4% +$23.5K 0.01% 1597
2021
Q4 		$572K Buy
+38,267
New +$618K 0.01% 1613

Other funds holding FBRT

YIH
Y-Intercept (HK) Hong Kong $5.05B AUM 17.89% 1-Year Est. Return
MFG
Magnus Financial Group New York $1.41B AUM 23.4% 1-Year Est. Return
MGI
Miller Global Investments Dallas, Texas $121M AUM
FTWA
Fifth Third Wealth Advisors Cincinnati, Ohio $3.58B AUM 34.55% 1-Year Est. Return
LSERS
Louisiana State Employees Retirement System Baton Rouge, Louisiana $5.7B AUM 35.76% 1-Year Est. Return
IFG
Independent Financial Group San Diego, California $5.35B AUM 43.78% 1-Year Est. Return
GFWA
Grey Fox Wealth Advisors Rockland, Delaware $637M AUM 15.95% 1-Year Est. Return
SOADOR
State of Alaska Department of Revenue Juneau, Alaska $10.1B AUM 42.83% 1-Year Est. Return
COPPSERS
Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return
PCM
Park Capital Management Madison, Wisconsin $170M AUM 83.62% 1-Year Est. Return

Yousif Capital Management's FBRT Position: Q2 2026 in Review

Yousif Capital Management reduced its Franklin BSP Realty Trust (FBRT) stake by 3.8% in Q2 2026, selling an estimated $7.18K and leaving 20,717 shares worth $169K. The position accounts for ﹤0.01% of the portfolio, ranked #1627.

Yousif Capital Management first reported a position in FBRT in Q4 2021 and has held it in 19 quarters since. The position peaked at $925K in Q2 2022. 26 funds tracked by Wall St. Rank hold FBRT as of Q2 2026.

  • Yousif Capital Management held 20,717 shares of Franklin BSP Realty Trust worth $169K as of Q2 2026.
  • Yousif Capital Management sold 826 Franklin BSP Realty Trust shares in Q2 2026, an estimated $7.18K.
  • Franklin BSP Realty Trust made up ﹤0.01% of Yousif Capital Management's portfolio in Q2 2026, its #1627 holding.
  • Yousif Capital Management first reported a position in Franklin BSP Realty Trust in Q4 2021 and has held it in 19 quarters since.
  • Yousif Capital Management's Franklin BSP Realty Trust position peaked at $925K in Q2 2022.
  • 26 funds tracked by Wall St. Rank held Franklin BSP Realty Trust as of Q2 2026.

Based on Yousif Capital Management's 13F filing for Q2 2026, filed 16 Jul 2026.