Waverly Advisors, LLC

Position in FBRT — Franklin BSP Realty Trust, Inc.

CIK 1568787 BIRMINGHAM, AL

Position in FBRT

as of Mar 31, 2026 · filed May 15, 2026 Compact

Position Value

$254,530

New position

Shares Held

29,980

first reported quarter

Ownership

0.039%

of shares outstanding

% of Portfolio

0.00%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Mar 2026

1 quarter on record

Voting authority Sole 0.ToString("F0")% Shared 0.ToString("F0")% None 100.ToString("F0")%

Real Estate · as of Mar 31, 2026

Waverly Advisors, LLC holds $3,935,229 across 4 REIT - Mortgage names. FBRT ranks #2 (6.5% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	NLY	Annaly Capital Management Inc	155,816	$3,295,508
2	FBRT	Franklin BSP Realty Trust, Inc. This page	29,980	$254,530
3	AGNC	AGNC Investment Corp.	20,219	$202,796
4	RITM	Rithm Capital Corp.	19,240	$182,395

1 filing row on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$254,530	29,980	—	Shares	Sole	2026-05-15
No filing history on record for this holder in this stock.