Occidental Asset Management, LLC
Position in FBRT — Franklin BSP Realty Trust, Inc.
CIK 1770994
Burlingame, CA
Position in FBRT
as of Jun 30, 2026
· filed Aug 7, 2026
Position Value
$94,456
New position
Shares Held
11,604
first reported quarter
Ownership
0.014%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#162
of 242 holders
Holding Since
Jun 2026
1 quarter on record
Voting authority
Sole 0%
Shared 0%
None 100%
Position in REIT - Mortgage
Real Estate · as of Jun 30, 2026Occidental Asset Management, LLC holds $180,947 across 2 REIT - Mortgage names. FBRT ranks #1 (52.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | FBRT |
Franklin BSP Realty Trust, Inc.
This page
|
11,604 | $94,456 | |
| 2 | BRSP |
BrightSpire Capital, Inc.
|
15,870 | $86,491 |
All Filings in FBRT
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1 filing row on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $94,456 | 11,604 | Shares | Sole | 2026-08-07 | |
| No filing history on record for this holder in this stock. | ||||||