UNITED CAPITAL FINANCIAL ADVISORS, LLC
Position in FBRT — Franklin BSP Realty Trust, Inc.
CIK 1463217
IRVING, TX
Position in FBRT
as of Jun 30, 2026
· filed Aug 17, 2026
Position Value
$131,509
-$136,624 QoQ
Shares Held
16,156
-14.7% QoQ
Ownership
0.019%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#137
of 242 holders
Holding Since
Jun 2022
6 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in FBRT Over Time
Shares Held
Position Value (USD)
Position in REIT - Mortgage
Real Estate · as of Jun 30, 2026UNITED CAPITAL FINANCIAL ADVISORS, LLC holds $1,816,785 across 6 REIT - Mortgage names. FBRT ranks #5 (7.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NLY |
Annaly Capital Management Inc
|
34,514 | $771,733 | |
| 2 | RITM |
Rithm Capital Corp.
|
35,553 | $333,842 | |
| 3 | AGNC |
AGNC Investment Corp.
|
29,234 | $318,650 | |
| 4 | ARI |
Apollo Commercial Real Estate Finance, Inc.
|
15,992 | $170,794 | |
| 5 | FBRT |
Franklin BSP Realty Trust, Inc.
This page
|
16,156 | $131,509 | |
| 6 | BRSP |
BrightSpire Capital, Inc.
|
16,561 | $90,257 |
All Filings in FBRT
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6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $131,509 | 16,156 | Shares | Defined | 2026-08-17 | |
| 2023-06-30 | $268,133 | 18,936 | Shares | Defined | 2023-08-14 | |
| 2023-03-31 | $242,954 | 20,365 | Shares | Defined | 2023-08-15 | |
| 2022-12-31 | $2,307,642 | 178,887 | Shares | Defined | 2023-02-15 | |
| 2022-09-30 | $1,288,619 | 119,649 | Shares | Defined | 2022-11-14 | |
| 2022-06-30 | $1,226,585 | 90,993 | Shares | Defined | 2022-08-11 | |
| No filing history on record for this holder in this stock. | ||||||