Financial Gravity Companies, Inc.
Position in FBRT — Franklin BSP Realty Trust, Inc.
CIK 1377167
Lakeway, TX
Position in FBRT
as of Jun 30, 2026
· filed Aug 5, 2026
Position Value
$61,896
-$45,281 QoQ
Shares Held
7,604
-24.2% QoQ
Ownership
0.009%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#180
of 242 holders
Holding Since
Dec 2024
3 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in FBRT Over Time
Shares Held
Position Value (USD)
Position in REIT - Mortgage
Real Estate · as of Jun 30, 2026Financial Gravity Companies, Inc. holds $1,101,001 across 7 REIT - Mortgage names. FBRT ranks #5 (5.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ORC |
Orchid Island Capital, Inc.
|
76,894 | $535,951 | |
| 2 | AGNC |
AGNC Investment Corp.
|
18,760 | $204,484 | |
| 3 | BRSP |
BrightSpire Capital, Inc.
|
32,708 | $178,258 | |
| 4 | RITM |
Rithm Capital Corp.
|
9,545 | $89,627 | |
| 5 | FBRT |
Franklin BSP Realty Trust, Inc.
This page
|
7,604 | $61,896 | |
| 6 | NLY |
Annaly Capital Management Inc
|
1,312 | $29,336 | |
| 7 | RC |
Ready Capital Corp
|
828 | $1,449 |
All Filings in FBRT
Export CSV
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $61,896 | 7,604 | Shares | Sole | 2026-08-05 | |
| 2025-06-30 | $107,177 | 10,026 | Shares | Sole | 2025-08-08 | |
| 2024-12-31 | $125,726 | 10,026 | Shares | Sole | 2025-02-14 | |
| No filing history on record for this holder in this stock. | ||||||