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Creative Planning

SEC CIK
0001540235
Latest filing
Aug 13, 2026

FBRT holding history

Franklin BSP Realty Trust, Inc. in every 13F filed by Creative Planning, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

FBRT overviewAll 13F holders of FBRTFull Q2 2026 holdings

Shares (Q2 2026)
26,859
Value
$218.6K
% of portfolio
<0.1%
Quarters held
17
Since Q2 2022
Holdings of FBRT by Creative Planning, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 202626,859$218.6K<0.1%−6,544−19.6%ReducedHolders
Q1 202633,403$283.6K<0.1%+5,167+18.3%AddedHolders
Q4 202528,236$283.2K<0.1%−4,331−13.3%ReducedHolders
Q3 202532,567$353.7K<0.1%+4,135+14.5%AddedHolders
Q2 202528,432$303.9K<0.1%−4,362−13.3%ReducedHolders
Q1 202532,794$417.8K<0.1%−1,290−3.8%ReducedHolders
Q4 202434,084$427.4K<0.1%−7,572−18.2%ReducedHolders
Q3 202441,656$544.0K<0.1%−1,013−2.4%ReducedHolders
Q2 202442,669$537.6K<0.1%+733+1.7%AddedHolders
Q1 202441,936$560.3K<0.1%00.0%UnchangedHolders
Q4 202341,936$566.6K<0.1%−1,281−3.0%ReducedHolders
Q3 202343,217$572.2K<0.1%−238−0.5%ReducedHolders
Q2 202343,455$615.3K<0.1%−795−1.8%ReducedHolders
Q1 202344,250$527.9K<0.1%−1,567−3.4%ReducedHolders
Q4 202245,817$591.0K<0.1%+23+0.1%AddedHolders
Q3 202245,794$493.0K<0.1%−3,184−6.5%ReducedHolders
Q2 202248,978$660.0K<0.1%+48,978NewHolders