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Equibles

Waverly Advisors, LLC

Position in FBRT — Franklin BSP Realty Trust, Inc.

CIK 1568787 BIRMINGHAM, AL
Back to FBRT Full portfolio

Position in FBRT

as of Jun 30, 2026 · filed Aug 14, 2026
Position Value
$451,892
+$197,362 QoQ
Shares Held
55,515
+85.2% QoQ
Ownership
0.067%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#71
of 244 holders
Holding Since
Mar 2026
2 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, 2026

Waverly Advisors, LLC holds $4,394,477 across 6 REIT - Mortgage names. FBRT ranks #2 (10.3% of the industry book) .

# Ticker Company Shares Value (USD) Open
1 NLY
Annaly Capital Management Inc
 144,992 $3,242,021
2 FBRT
Franklin BSP Realty Trust, Inc.
This page 		55,515 $451,892
3 ARI
Apollo Commercial Real Estate Finance, Inc.
 19,916 $212,702
4 AGNC
AGNC Investment Corp.
 18,365 $200,178
5 RITM
Rithm Capital Corp.
 18,165 $170,569
6 BRSP
BrightSpire Capital, Inc.
 21,489 $117,115

All Filings in FBRT

Export CSV
2 filing rows on record
Report Date Value (USD) Shares
2026-06-30 $451,892 55,515
2026-03-31 $254,530 29,980