Position in BRSP
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$79,684
New position
Shares Held
14,621
first reported quarter
Ownership
0.012%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#151
of 228 holders
Holding Since
Jun 2026
1 quarter on record
Voting authority
Sole 98%
Shared 0%
None 2%
Position in REIT - Mortgage
Real Estate · as of Jun 30, 2026EP Wealth Advisors, LLC holds $432,360 across 3 REIT - Mortgage names. BRSP ranks #3 (18.4% of the industry book) .
All Filings in BRSP
Export CSV
1 filing row on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $79,684 | 14,621 | Shares | Sole | 2026-08-12 | |
| No filing history on record for this holder in this stock. | ||||||