Farmers & Merchants Investments Inc’s Franklin BSP Realty Trust FBRT Stock Holding History

Farmers & Merchants Investments Inc’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	$448	Hold	55	–	–	﹤0.01%	1697
2026 Q1	$467	Hold	55	–	–	﹤0.01%	1661
2025 Q4	$552	Hold	55	–	–	﹤0.01%	1605
2025 Q3	$597	Hold	55	–	–	﹤0.01%	1605
2025 Q2	$588	Hold	55	–	–	﹤0.01%	1578
2025 Q1	$701	Hold	55	–	–	﹤0.01%	1545
2024 Q4	$690	Hold	55	–	–	﹤0.01%	1581
2024 Q3	$718	Hold	55	–	–	﹤0.01%	1589
2024 Q2	$693	Hold	55	–	–	﹤0.01%	1573
2024 Q1	$735	Hold	55	–	–	﹤0.01%	1527
2023 Q4	$743	Hold	55	–	–	﹤0.01%	1529
2023 Q3	$728	Hold	55	–	–	﹤0.01%	1488
2023 Q2	$779	Hold	55	–	–	﹤0.01%	1486
2023 Q1	$656	Hold	55	–	–	﹤0.01%	1525
2022 Q4	$710	Hold	55	–	–	﹤0.01%	1511
2022 Q3	$1K	Buy	+55	New	+$756	﹤0.01%	1255

Other funds holding FBRT

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

Universal-Beteiligungs- und Servicegesellschaft Frankfurt Am Main, Germany $65.4B AUM 39.83% 1-Year Est. Return

Denali Advisors San Diego, California $993M AUM 34.77% 1-Year Est. Return

Swiss National Bank Zurich, Switzerland $191B AUM 45.21% 1-Year Est. Return

ETC

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

Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return

Farmers & Merchants Investments Inc's FBRT Position: Q2 2026 in Review

Farmers & Merchants Investments Inc held its Franklin BSP Realty Trust (FBRT) position steady in Q2 2026 at 55 shares worth $448. The position accounts for ﹤0.01% of the portfolio, ranked #1697.

Farmers & Merchants Investments Inc first reported a position in FBRT in Q3 2022 and has held it in 16 quarters since. The position peaked at $1K in Q3 2022. 118 funds tracked by Wall St. Rank hold FBRT as of Q2 2026.

Farmers & Merchants Investments Inc held 55 shares of Franklin BSP Realty Trust worth $448 as of Q2 2026.
Farmers & Merchants Investments Inc left its Franklin BSP Realty Trust share count unchanged in Q2 2026.
Franklin BSP Realty Trust made up ﹤0.01% of Farmers & Merchants Investments Inc's portfolio in Q2 2026, its #1697 holding.
Farmers & Merchants Investments Inc first reported a position in Franklin BSP Realty Trust in Q3 2022 and has held it in 16 quarters since.
Farmers & Merchants Investments Inc's Franklin BSP Realty Trust position peaked at $1K in Q3 2022.
118 funds tracked by Wall St. Rank held Franklin BSP Realty Trust as of Q2 2026.

Based on Farmers & Merchants Investments Inc's 13F filing for Q2 2026, filed 20 Jul 2026.