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 Q2	$15.7K	Buy	+1,934	New	+$16.8K	﹤0.01%	758

Other funds holding FBRT

Exchange Traded Concepts Oklahoma City, Oklahoma $21.9B AUM 68.6% 1-Year Est. Return

Y-Intercept (HK) Hong Kong $5.05B AUM 17.89% 1-Year Est. Return

Magnus Financial Group New York $1.41B AUM 23.4% 1-Year Est. Return

Abel Hall LLC Baton Rouge, Louisiana $579M AUM 54.21% 1-Year Est. Return

Anchyra Partners Atlanta, Georgia $416M AUM

New York State Teachers Retirement System (NYSTRS)

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

Miller Global Investments Dallas, Texas $121M AUM

Fifth Third Wealth Advisors Cincinnati, Ohio $3.58B AUM 34.55% 1-Year Est. Return

Louisiana State Employees Retirement System Baton Rouge, Louisiana $6.74B AUM 53.06% 1-Year Est. Return

Independent Financial Group San Diego, California $5.35B AUM 43.78% 1-Year Est. Return

Cape Investment Advisory's FBRT Position: Q2 2026 in Review

Cape Investment Advisory opened a new position in Franklin BSP Realty Trust (FBRT) in Q2 2026: 1,934 shares worth $15.7K. The stake represents ﹤0.01% of the portfolio and ranks #758 among its holdings.

45 funds tracked by Wall St. Rank hold FBRT as of Q2 2026.

Cape Investment Advisory held 1,934 shares of Franklin BSP Realty Trust worth $15.7K as of Q2 2026.
Franklin BSP Realty Trust was a new Cape Investment Advisory position in Q2 2026.
Franklin BSP Realty Trust made up ﹤0.01% of Cape Investment Advisory's portfolio in Q2 2026, its #758 holding.
45 funds tracked by Wall St. Rank held Franklin BSP Realty Trust as of Q2 2026.

Based on Cape Investment Advisory's 13F filing for Q2 2026, filed 23 Jul 2026.