Abel Hall, LLC FBRT β€” FRANKLIN BSP RLTY TR INC

Ownership history in Abel Hall, LLC  Β·  4 quarters on record

AI Ownership Summary

Abel Hall, LLC reported FRANKLIN BSP RLTY TR INC (FBRT) in 4 quarterly 13F filings from 2025 Q2 through 2026 Q1. Peak portfolio weight reached 0.1% in 2025 Q2. The latest visible filing shows FBRT at 0.07% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this FBRT ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Abel Hall, LLC's position in FRANKLIN BSP RLTY TR INC, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q1

FBRT was reported at 0.07% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.1% in 2025 Q2

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2025 Q2 to 2026 Q1

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

FBRT stock page Abel Hall, LLC fund profile Abel Hall, LLC full holdings
How Abel Hall, LLC held FBRT β€” position size vs. price
% of Fund (quarterly)    FBRT price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
πŸ“‹ Quarterly Holdings History 4 quarters  β–Ύ
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 ADDED β€” β€” β€” 41,326 +16,364 +65.6% 0.07% $351K 2026-04-28 $9.19
2025 Q4 ADDED β€” β€” β€” 24,962 +4,659 +22.9% 0.06% $250K 2026-02-17 $8.67
2025 Q3 REDUCED β€” β€” β€” 20,303 -97 -0.5% 0.09% $220K 2025-11-17 $9.32
2025 Q2 INITIATED β€” β€” β€” 20,400 β€” β€” 0.10% $218K 2025-07-23 $9.75

🏒 Other funds also holding FBRT

As of 2026 Q1 β€” sorted by position size

Clear Point Advisors Inc. 0.65% Miller Global Investments, LLC 0.31% FINANCIAL MANAGEMENT NETWORK INC 3Y 0.14% Strong Tower Advisory Services 3Y 0.14% Raleigh Capital Management Inc. 3Y 0.03% Magnus Financial Group LLC 3Y 7Y 0.03% Sollinda Capital Management LLC 0.03% Ignite Planners, LLC 3Y 0.02% Central Pacific Bank - Trust Division 0.01% AlphaQuest LLC 0.01%

FAQ About Abel Hall, LLC and FBRT

These are the practical questions this page is built to answer before you even open the full history table.

How long has Abel Hall, LLC reported owning FBRT?

Abel Hall, LLC reported FBRT across 4 quarterly 13F filings, from 2025 Q2 through 2026 Q1.

What was the largest reported FBRT position in Abel Hall, LLC's portfolio?

The largest reported portfolio weight for FBRT was 0.10% in 2025 Q2.

What is the latest reported FBRT position on this page?

The most recent filing on this page is 2026 Q1, when Abel Hall, LLC reported 41,326 shares, equal to 0.07% of portfolio, with an estimated market value of $351K.

What does the chart on this FBRT ownership page compare?

The chart compares Abel Hall, LLC's quarterly FBRT portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

How well did Abel Hall, LLC time their FBRT position?

Based on 13F filing dates vs. subsequent FBRT price moves, Abel Hall, LLC correctly timed 2 out of 3 reported position changes (67%). The annualised alpha on FBRT relative to SPY over the holding period was -21.3%.

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