INDEPENDENT FINANCIAL GROUP, LLC
Position in FBRT — Franklin BSP Realty Trust, Inc.
CIK 275484
SAN DIEGO, CA
Position in FBRT
as of Jun 30, 2026
· filed Jul 15, 2026
Position Value
$263,255
-$865,711 QoQ
Shares Held
32,341
-75.7% QoQ
Ownership
0.042%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#4
of 17 holders
Holding Since
Dec 2021
19 quarters on record
Voting authority
Sole 0.ToString("F0")%
Shared 0.ToString("F0")%
None 100.ToString("F0")%
Common Shares in FBRT Over Time
Shares Held
Position Value (USD)
Position in REIT - Mortgage
Real Estate · as of Jun 30, 2026INDEPENDENT FINANCIAL GROUP, LLC holds $27,255,894 across 13 REIT - Mortgage names. FBRT ranks #10 (1.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | STWD |
Starwood Property Trust, Inc.
|
326,158 | $5,342,468 | |
| 2 | BXMT |
Blackstone Mortgage Trust, Inc.
|
310,284 | $5,259,313 | |
| 3 | AGNC |
AGNC Investment Corp.
|
412,690 | $4,498,321 | |
| 4 | NREF |
NexPoint Real Estate Finance, Inc.
|
281,010 | $4,355,655 | |
| 5 | NLY |
Annaly Capital Management Inc
|
89,907 | $2,010,320 | |
| 6 | ORC |
Orchid Island Capital, Inc.
|
239,570 | $1,669,802 | |
| 7 | ARR |
Armour Residential REIT, Inc.
|
91,539 | $1,597,355 | |
| 8 | RITM |
Rithm Capital Corp.
|
144,702 | $1,358,751 |
All Filings in FBRT
Export CSV
19 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $263,255 | 32,341 | Shares | Sole | 2026-07-15 | |
| 2026-03-31 | $1,128,966 | 132,976 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $1,891,216 | 188,556 | Shares | Sole | 2026-05-15 | |
| 2025-09-30 | $2,806,245 | 258,402 | Shares | Sole | 2026-05-15 | |
| 2025-06-30 | $2,648,543 | 247,759 | Shares | Sole | 2026-05-15 | |
| 2025-03-31 | $3,709,798 | 291,193 | Shares | Sole | 2026-05-19 | |
| 2024-12-31 | $3,481,492 | 277,631 | Shares | Sole | 2026-06-12 | |
| 2024-09-30 | $3,350,347 | 256,535 | Shares | Sole | 2026-06-12 | |
| 2024-06-30 | $3,109,302 | 246,770 | Shares | Sole | 2026-06-12 | |
| 2024-03-31 | $2,924,838 | 218,925 | Shares | Sole | 2026-06-12 | |
| 2023-12-31 | $3,004,016 | 222,355 | Shares | Sole | 2026-06-12 | |
| 2023-09-30 | $2,678,849 | 202,330 | Shares | Sole | 2026-06-12 | |
| 2023-06-30 | $2,640,868 | 186,502 | Shares | Sole | 2026-06-12 | |
| 2023-03-31 | $2,163,815 | 181,376 | Shares | Sole | 2026-06-12 | |
| 2022-12-31 | $1,977,286 | 153,278 | Shares | Sole | 2026-06-15 | |
| 2022-09-30 | $1,482,533 | 137,654 | Shares | Sole | 2026-06-15 | |
| 2022-06-30 | $1,702,429 | 126,293 | Shares | Sole | 2026-06-12 | |
| 2022-03-31 | $1,144,948 | 81,899 | Shares | Sole | 2026-06-12 | |
| 2021-12-31 | $1,223,376 | 81,886 | Shares | Sole | 2026-06-15 | |
| No filing history on record for this holder in this stock. | ||||||