AE Wealth Management LLC

Position in FBRT — Franklin BSP Realty Trust, Inc.

CIK 1697723 TOPEKA, KS

Position in FBRT

as of Mar 31, 2026 · filed May 13, 2026 Compact

Position Value

$87,471

-$22,376 QoQ

Shares Held

10,303

-5.9% QoQ

Ownership

0.013%

of shares outstanding

% of Portfolio

0.00%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Dec 2021

14 quarters on record

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

Real Estate · as of Mar 31, 2026

AE Wealth Management LLC holds $3,214,603 across 7 REIT - Mortgage names. FBRT ranks #7 (2.7% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	NLY	Annaly Capital Management Inc	112,824	$2,386,203
2	AGNC	AGNC Investment Corp.	20,076	$201,360
3	ACRE	Ares Commercial Real Estate Corp	30,962	$148,608
4	SEVN	Seven Hills Realty Trust	17,432	$143,279
5	TWO	Two Harbors Investment Corp.	11,719	$133,828
6	RITM	Rithm Capital Corp.	12,010	$113,854
7	FBRT	Franklin BSP Realty Trust, Inc. This page	10,303	$87,471

14 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$87,471	10,303	-5.9%	Shares	Sole	2026-05-13
2025-12-31	$109,847	10,952	-14.6%	Shares	Other	2026-01-26
2025-03-31	$163,311	12,819	+13.6%	Shares	Other	2025-05-06
2024-09-30	$147,368	11,284	-63.1%	Shares	Other	2024-11-14
2024-06-30	$385,521	30,597	+91.8%	Shares	Other	2024-08-12
2024-03-31	$213,171	15,956	-93.2%	Shares	Other	2024-05-15
2023-12-31	$3,184,901	235,744	+14.3%	Shares	Sole	2024-02-14
2023-09-30	$2,731,570	206,312	+5.4%	Shares	Sole	2023-10-11
2023-06-30	$2,771,904	195,756	-7.5%	Shares	Sole	2023-07-10
2023-03-31	$2,525,759	211,715	-11.3%	Shares	Sole	2023-04-14
2022-12-31	$3,078,198	238,620	-2.7%	Shares	Sole	2023-01-31
2022-09-30	$2,640,545	245,176	-13.0%	Shares	Sole	2022-10-25
2022-06-30	$3,800,241	281,917	+554.4%	Shares	Sole	2022-08-03
2021-12-31	$643,585	43,078	—	Shares	Sole	2022-01-20
No filing history on record for this holder in this stock.