AE Wealth Management LLC

Position in FBRT — Franklin BSP Realty Trust, Inc.

CIK 1697723 TOPEKA, KS

Position in FBRT

as of Jun 30, 2026 · filed Aug 3, 2026 Compact

Position Value

$87,878

+$407 QoQ

Shares Held

10,796

+4.8% QoQ

Ownership

0.013%

of shares outstanding

% of Portfolio

0.00%

of 13F equity value

Holder Rank

#171

of 242 holders

Holding Since

Dec 2021

15 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Real Estate · as of Jun 30, 2026

AE Wealth Management LLC holds $3,799,647 across 7 REIT - Mortgage names. FBRT ranks #7 (2.3% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	NLY	Annaly Capital Management Inc	130,009	$2,906,979
2	AGNC	AGNC Investment Corp.	19,216	$209,454
3	TWO-PC	Two Harbors Investment Corp.	14,754	$183,093
4	ACRE	Ares Commercial Real Estate Corp	34,811	$156,640
5	SEVN	Seven Hills Realty Trust	18,578	$156,596
6	RITM	Rithm Capital Corp.	10,544	$99,007
7	FBRT	Franklin BSP Realty Trust, Inc. This page	10,796	$87,878

15 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$87,878	10,796	+4.8%	Shares	Other	2026-08-03
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.