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Cape Investment Advisory’s Franklin BSP Realty Trust FBRT Stock Holding History

Cape Investment Advisory’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 		$12.8K Buy
2,009
+75
+4% +$591 ﹤0.01% 816
2026
Q2 		$15.7K Buy
+1,934
New +$16.8K ﹤0.01% 758

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
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
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

Cape Investment Advisory's FBRT Position: Q3 2026 in Review

Cape Investment Advisory increased its Franklin BSP Realty Trust (FBRT) stake by 3.9% in Q3 2026, buying an estimated $591 and bringing the position to 2,009 shares worth $12.8K. The position accounts for ﹤0.01% of the portfolio, ranked #816.

Cape Investment Advisory first reported a position in FBRT in Q2 2026 and has held it in 2 quarters since. The position peaked at $15.7K in Q2 2026. 12 funds tracked by Wall St. Rank hold FBRT as of Q3 2026.

  • Cape Investment Advisory held 2,009 shares of Franklin BSP Realty Trust worth $12.8K as of Q3 2026.
  • Cape Investment Advisory bought 75 Franklin BSP Realty Trust shares in Q3 2026, an estimated $591.
  • Franklin BSP Realty Trust made up ﹤0.01% of Cape Investment Advisory's portfolio in Q3 2026, its #816 holding.
  • Cape Investment Advisory first reported a position in Franklin BSP Realty Trust in Q2 2026 and has held it in 2 quarters since.
  • Cape Investment Advisory's Franklin BSP Realty Trust position peaked at $15.7K in Q2 2026.
  • 12 funds tracked by Wall St. Rank held Franklin BSP Realty Trust as of Q3 2026.

Based on Cape Investment Advisory's 13F filing for Q3 2026, filed 13 Oct 2026.