Position in FBRT
as of Jun 30, 2026
· filed Aug 10, 2026
Position Value
$362,156
+$159,297 QoQ
Shares Held
44,491
+86.2% QoQ
Ownership
0.054%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#82
of 243 holders
Holding Since
Jun 2022
17 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in FBRT Over Time
Shares Held
Position Value (USD)
Position in REIT - Mortgage
Real Estate · as of Jun 30, 2026Arkadios Wealth Advisors holds $2,732,530 across 7 REIT - Mortgage names. FBRT ranks #3 (13.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AGNC |
AGNC Investment Corp.
|
86,499 | $942,839 | |
| 2 | NLY |
Annaly Capital Management Inc
|
34,187 | $764,421 | |
| 3 | FBRT |
Franklin BSP Realty Trust, Inc.
This page
|
44,491 | $362,156 | |
| 4 | BXMT |
Blackstone Mortgage Trust, Inc.
|
16,091 | $272,742 | |
| 5 | ARI |
Apollo Commercial Real Estate Finance, Inc.
|
18,846 | $201,274 | |
| 6 | MFA |
Mfa Financial, Inc.
|
10,652 | $103,217 | |
| 7 | BRSP |
BrightSpire Capital, Inc.
|
15,758 | $85,881 |
All Filings in FBRT
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17 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $362,156 | 44,491 | Shares | Sole | 2026-08-10 | |
| 2026-03-31 | $202,859 | 23,894 | Shares | Sole | 2026-05-18 | |
| 2025-12-31 | $243,347 | 24,262 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $227,146 | 20,916 | Shares | Sole | 2025-10-29 | |
| 2025-06-30 | $223,869 | 20,942 | Shares | Sole | 2025-08-04 | |
| 2025-03-31 | $261,781 | 20,548 | Shares | Sole | 2025-05-08 | |
| 2024-12-31 | $258,712 | 20,631 | Shares | Sole | 2025-01-15 | |
| 2024-09-30 | $276,271 | 21,154 | Shares | Sole | 2024-10-24 | |
| 2024-06-30 | $262,924 | 20,867 | Shares | Sole | 2024-07-29 | |
| 2024-03-31 | $258,622 | 19,358 | Shares | Sole | 2024-04-30 | |
| 2023-12-31 | $285,425 | 21,127 | Shares | Sole | 2024-01-24 | |
| 2023-09-30 | $320,937 | 24,240 | Shares | Sole | 2023-10-13 | |
| 2023-06-30 | $532,331 | 37,594 | Shares | Sole | 2023-07-26 | |
| 2023-03-31 | $665,348 | 55,771 | Shares | Sole | 2023-05-02 | |
| 2022-12-31 | $489,103 | 37,915 | Shares | Sole | 2023-01-11 | |
| 2022-09-30 | $632,909 | 58,766 | Shares | Sole | 2022-10-21 | |
| 2022-06-30 | $1,579,276 | 117,157 | Shares | Sole | 2022-07-14 | |
| No filing history on record for this holder in this stock. | ||||||