FBRT β€” FRANKLIN BSP RLTY TR INC

Ownership history in Moors & Cabot, Inc.  Β·  7 quarters on record

AI Ownership Summary

Moors & Cabot, Inc. reported FRANKLIN BSP RLTY TR INC (FBRT) in 7 quarterly 13F filings from 2024 Q1 through 2025 Q3. Peak portfolio weight reached 0.02% in 2025 Q1. The latest visible filing shows FBRT at 0.01% 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 Moors & Cabot, Inc.'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 Q3

FBRT was reported at 0.01% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.02% in 2025 Q1

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

Time in book
Holding Window
2024 Q1 to 2025 Q3

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 Moors & Cabot, Inc. held FBRT β€” position size vs. price
% of Fund (quarterly)    FBRT price (quarter-end, indexed to 100)
πŸ“‹ Quarterly Holdings History 7 quarters  β–Ύ
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q3 ADDED 24,805 +8,850 +55.5% 0.01% $269K 2025-11-14 $9.43
2025 Q2 REDUCED 15,955 -8,834 -35.6% 0.01% $171K 2025-08-06 $9.88
2025 Q1 ADDED 24,789 +3,831 +18.3% 0.02% $316K 2025-05-08 $9.94
2024 Q4 ADDED 20,958 +3,841 +22.4% 0.01% $263K 2025-02-07 $11.02
2024 Q3 ADDED 17,117 +5,961 +53.4% 0.01% $224K 2024-11-08 $11.07
2024 Q2 UNCHANGED 11,156 β€” 0% 0.01% $141K 2024-08-09 $10.12
2024 Q1 INITIATED 11,156 β€” β€” 0.01% $149K 2024-05-08 $10.18

FAQ About Moors & Cabot, Inc. and FBRT

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

How long has Moors & Cabot, Inc. reported owning FBRT?

Moors & Cabot, Inc. reported FBRT across 7 quarterly 13F filings, from 2024 Q1 through 2025 Q3.

What was the largest reported FBRT position in Moors & Cabot, Inc.'s portfolio?

The largest reported portfolio weight for FBRT was 0.02% in 2025 Q1.

What is the latest reported FBRT position on this page?

The most recent filing on this page is 2025 Q3, when Moors & Cabot, Inc. reported 24,805 shares, equal to 0.01% of portfolio, with an estimated market value of $269K.

What does the chart on this FBRT ownership page compare?

The chart compares Moors & Cabot, Inc.'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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