FBRT FRANKLIN BSP RLTY TR INC

Ownership history in Ignite Planners, LLC  ·  17 quarters on record

AI Ownership Summary

Ignite Planners, LLC reported FRANKLIN BSP RLTY TR INC (FBRT) in 17 quarterly 13F filings from 2023 Q4 through 2026 Q1. Peak portfolio weight reached 0.11% in 2023 Q4. The latest visible filing shows FBRT at 0.02% 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 Ignite Planners, 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 0.02% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.11% in 2023 Q4

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

Time in book
Holding Window
2023 Q4 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.

How Ignite Planners, LLC 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 10 quarters  
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 REDUCED 12,935 -600 -4.4% 0.02% $110K 2026-04-17 $9.13
2025 Q4 REDUCED 13,535 -400 -2.9% 0.02% $139K 2026-02-06 $9.94
2025 Q3 UNCHANGED 13,935 0% 0.02% $151K 2025-10-08 $10.14
2025 Q2 UNCHANGED 13,935 0% 0.03% $146K 2025-07-23 $9.75
2025 Q1 REDUCED 13,935 -1,200 -7.9% 0.03% $158K 2025-05-06 $9.81
2024 Q4 REDUCED 15,135 -2,064 -12.0% 0.04% $192K 2025-01-14 $10.64
2024 Q3 REDUCED 17,199 -2,400 -12.2% 0.05% $225K 2024-10-07 $10.56
2024 Q2 REDUCED 19,599 -2,600 -11.7% 0.06% $245K 2024-07-12 $10.64
2024 Q1 REDUCED 22,199 -4,683 -17.4% 0.08% $291K 2024-04-12 $9.77
2023 Q4 REDUCED 26,882 -496 -1.8% 0.11% $365K 2024-01-09 $10.37
7 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

FAQ About Ignite Planners, 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 Ignite Planners, LLC reported owning FBRT?

Ignite Planners, LLC reported FBRT across 10 quarterly 13F filings, from 2023 Q4 through 2026 Q1.

What was the largest reported FBRT position in Ignite Planners, LLC's portfolio?

The largest reported portfolio weight for FBRT was 0.11% in 2023 Q4.

What is the latest reported FBRT position on this page?

The most recent filing on this page is 2026 Q1, when Ignite Planners, LLC reported 12,935 shares, equal to 0.02% of portfolio, with an estimated market value of $110K.

What does the chart on this FBRT ownership page compare?

The chart compares Ignite Planners, 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.

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