Harbour Investments’s Franklin BSP Realty Trust FBRT Stock Holding History

Harbour Investments’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	$15.4K	Buy	1,886 +23	+1%	+$200	﹤0.01%	3113
2026 Q1	$15.8K	Buy	+1,863	New	+$17.7K	﹤0.01%	3009
2024 Q1	–	Sell	-328	Closed	-$4.43K	–	3249
2023 Q4	$4.43K	Hold	328	–	–	﹤0.01%	2450
2023 Q3	$4.34K	Hold	328	–	–	﹤0.01%	2322
2023 Q2	$4.64K	Hold	328	–	–	﹤0.01%	2302
2023 Q1	$3.91K	Hold	328	–	–	﹤0.01%	2367
2022 Q4	$4.23K	Hold	328	–	–	﹤0.01%	2272
2022 Q3	$4K	Hold	328	–	–	﹤0.01%	2234
2022 Q2	$4K	Buy	+328	New	+$4.67K	﹤0.01%	2234
2021 Q4	$5K	Buy	+328	New	+$5.3K	﹤0.01%	2167

Other funds holding FBRT

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

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Gratia Capital Los Angeles, California $165M AUM 34.15% 1-Year Est. Return

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Harbour Investments's FBRT Position: Q2 2026 in Review

Harbour Investments increased its Franklin BSP Realty Trust (FBRT) stake by 1.2% in Q2 2026, buying an estimated $200 and bringing the position to 1,886 shares worth $15.4K. The position accounts for ﹤0.01% of the portfolio, ranked #3113.

Harbour Investments first reported a position in FBRT in Q4 2021 and has held it in 10 quarters since. The position peaked at $15.8K in Q1 2026. 243 funds tracked by Wall St. Rank hold FBRT as of Q2 2026.

Harbour Investments held 1,886 shares of Franklin BSP Realty Trust worth $15.4K as of Q2 2026.
Harbour Investments bought 23 Franklin BSP Realty Trust shares in Q2 2026, an estimated $200.
Franklin BSP Realty Trust made up ﹤0.01% of Harbour Investments's portfolio in Q2 2026, its #3113 holding.
Harbour Investments first reported a position in Franklin BSP Realty Trust in Q4 2021 and has held it in 10 quarters since.
Harbour Investments's Franklin BSP Realty Trust position peaked at $15.8K in Q1 2026.
243 funds tracked by Wall St. Rank held Franklin BSP Realty Trust as of Q2 2026.

Based on Harbour Investments's 13F filing for Q2 2026, filed 12 Aug 2026.