AIGEN INVESTMENT MANAGEMENT, LP FBRT — FRANKLIN BSP RLTY TR INC

Ownership history in AIGEN INVESTMENT MANAGEMENT, LP  ·  3 quarters on record

AI Ownership Summary

AIGEN INVESTMENT MANAGEMENT, LP reported FRANKLIN BSP RLTY TR INC (FBRT) in 3 quarterly 13F filings from 2025 Q2 through 2025 Q4. Peak portfolio weight reached 0.09% in 2025 Q4. The latest visible filing shows FBRT at 0.09% 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. Older history is available after unlock; the visible window still shows the most recent pattern.

What this FBRT ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was AIGEN INVESTMENT MANAGEMENT, LP'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
2025 Q4

FBRT was reported at 0.09% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.09% in 2025 Q4

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 2025 Q4

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 AIGEN INVESTMENT MANAGEMENT, LP fund profile AIGEN INVESTMENT MANAGEMENT, LP full holdings
How AIGEN INVESTMENT MANAGEMENT, LP held FBRT — position size vs. price
% of Fund (quarterly)    FBRT price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 2 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q4 ADDED — — — 40,715 +28,984 +247.1% 0.09% $408K 2026-02-13 $8.64
2025 Q2 ADDED — — — 11,731 +1,199 +11.4% 0.02% $125K 2025-08-12 $10.03
1 older quarter hidden  —  Sign in free or upgrade to Premium to see full history

🏢 Other funds also holding FBRT

As of 2026 Q1 — sorted by position size

GRATIA CAPITAL, LLC 3Y 7Y 8.52% Q Global Advisors, LLC 3Y 7Y 2.98% Orchard Capital Management, LLC 3Y 1.43% Clear Point Advisors Inc. 0.65% VARCOV Co. 0.43% Miller Global Investments, LLC 0.31% CONDOR CAPITAL MANAGEMENT 3Y 7Y 0.24% Almitas Capital LLC 3Y 7Y 0.19% DENALI ADVISORS LLC 3Y 7Y 0.17% FINANCIAL MANAGEMENT NETWORK INC 3Y 0.14%

FAQ About AIGEN INVESTMENT MANAGEMENT, LP and FBRT

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

How long has AIGEN INVESTMENT MANAGEMENT, LP reported owning FBRT?

AIGEN INVESTMENT MANAGEMENT, LP reported FBRT across 2 quarterly 13F filings, from 2025 Q2 through 2025 Q4.

What was the largest reported FBRT position in AIGEN INVESTMENT MANAGEMENT, LP's portfolio?

The largest reported portfolio weight for FBRT was 0.09% in 2025 Q4.

What is the latest reported FBRT position on this page?

The most recent filing on this page is 2025 Q4, when AIGEN INVESTMENT MANAGEMENT, LP reported 40,715 shares, equal to 0.09% of portfolio, with an estimated market value of $408K.

What does the chart on this FBRT ownership page compare?

The chart compares AIGEN INVESTMENT MANAGEMENT, LP'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.

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