OAM
FBRT

Occidental Asset Management’s Franklin BSP Realty Trust FBRT Stock Holding History

Occidental Asset Management’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 		$94.5K Buy
+11,604
New +$101K 0.01% 317

Other funds holding FBRT

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
GC
Gratia Capital Los Angeles, California $165M AUM 34.15% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Occidental Asset Management's FBRT Position: Q2 2026 in Review

Occidental Asset Management opened a new position in Franklin BSP Realty Trust (FBRT) in Q2 2026: 11,604 shares worth $94.5K. The stake represents 0.01% of the portfolio and ranks #317 among its holdings.

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

  • Occidental Asset Management held 11,604 shares of Franklin BSP Realty Trust worth $94.5K as of Q2 2026.
  • Franklin BSP Realty Trust was a new Occidental Asset Management position in Q2 2026.
  • Franklin BSP Realty Trust made up 0.01% of Occidental Asset Management's portfolio in Q2 2026, its #317 holding.
  • 243 funds tracked by Wall St. Rank held Franklin BSP Realty Trust as of Q2 2026.

Based on Occidental Asset Management's 13F filing for Q2 2026, filed 7 Aug 2026.