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Franklin BSP Realty Trust, Inc.

FBRT
Exchange
NYSE
Industry
Real Estate Investment Trusts
SEC CIK
0001562528

No open-market purchases or sales by Franklin BSP Realty Trust, Inc. insiders were filed in the last 90 days; 243 institutions reported holding it in 13F filings for Q2 2026, worth $387.6M in total; no superinvestor holds it.

Other share classesFBRT.PE

13F holders, Q4 2022

Institutional positions in Franklin BSP Realty Trust, Inc. as of Dec 31, 2022. Investment managers with $100 million or more in US stocks report their long positions on Form 13F within 45 days after each quarter ends. How 13F works

Institutional holders
188
+6 vs. Q3 2022
Shares held
49.1M
+2.24M (+4.8%) vs. Q3 2022
Total value
$635.6M
+$128.3M (+25.3%) vs. Q3 2022
New holders
29
62 more added
Sold out
23
63 more reduced

3 institutions that held it in Q3 2022 haven't filed for Q4 2022 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.

Compare with Q3 2022: new holders, sold out and not filed yet

Holders and value by quarter

Institutions reporting FBRT on Form 13F each quarter since Q1 2021, and the total value they reported. Values are as of each quarter end, so they also move with the share price.

Institutional holdersQ4 2022: 188 institutions
Q1 2021: 0 institutionsQ2 2021: 0 institutionsQ3 2021: 1 institutionQ4 2021: 126 institutionsQ1 2022: 133 institutionsQ2 2022: 186 institutionsQ3 2022: 185 institutionsQ4 2022: 188 institutionsQ1 2023: 177 institutionsQ2 2023: 181 institutionsQ3 2023: 185 institutionsQ4 2023: 182 institutionsQ1 2024: 177 institutionsQ2 2024: 188 institutionsQ3 2024: 187 institutionsQ4 2024: 200 institutionsQ1 2025: 212 institutionsQ2 2025: 210 institutionsQ3 2025: 216 institutionsQ4 2025: 211 institutionsQ1 2026: 211 institutionsQ2 2026: 243 institutions
Value heldQ4 2022: $635.6M
Q1 2021: $0Q2 2021: $0Q3 2021: $767.0KQ4 2021: $347.6MQ1 2022: $339.7MQ2 2022: $646.5MQ3 2022: $514.0MQ4 2022: $635.6MQ1 2023: $583.6MQ2 2023: $691.0MQ3 2023: $642.8MQ4 2023: $667.0MQ1 2024: $650.2MQ2 2024: $627.6MQ3 2024: $652.0MQ4 2024: $638.4MQ1 2025: $648.2MQ2 2025: $540.5MQ3 2025: $534.3MQ4 2025: $490.3MQ1 2026: $420.0MQ2 2026: $387.6M
Institutions holding FBRT and their total value by quarter
QuarterHoldersValue
Q2 2026243$387.6M
Q1 2026211$420.0M
Q4 2025211$490.3M
Q3 2025216$534.3M
Q2 2025210$540.5M
Q1 2025212$648.2M
Q4 2024200$638.4M
Q3 2024187$652.0M
Q2 2024188$627.6M
Q1 2024177$650.2M
Q4 2023182$667.0M
Q3 2023185$642.8M
Q2 2023181$691.0M
Q1 2023177$583.6M
Q4 2022188$635.6M
Q3 2022185$514.0M
Q2 2022186$646.5M
Q1 2022133$339.7M
Q4 2021126$347.6M
Q3 20211$767.0K
Q2 20210$0
Q1 20210$0

Institutions, Q4 2022

Shares, value and share of portfolio for each institution holding Franklin BSP Realty Trust, Inc.; share changes are against Q3 2022.

Institutions holding FBRT in Q4 2022
InstitutionSharesValue% of portfolioChange in sharesAction
BlackRock Inc.14,344,712$185.0M0.01%+231,572+1.6%Added
Vanguard Group Inc9,175,716$118.4M0.00%−25,614−0.3%Reduced
State Street Corp3,130,724$41.5M0.00%+166,780+5.6%Added
Franklin Resources Inc2,558,042$33.0M0.02%+3980.0%Added
Cliffwater LLC1,889,987$24.4M6.87%+1,889,987New
Geode Capital Management, LLC1,526,153$19.7M0.00%+19,632+1.3%Added
Neuberger Berman Group LLC896,287$11.6M0.01%+2210.0%Added
Northern Trust Corp859,782$11.1M0.00%+14,398+1.7%Added
Knott David M Jr859,047$11.1M4.79%00.0%Unchanged
Bank of New York Mellon Corp808,186$10.4M0.00%+41,674+5.4%Added
Charles Schwab Investment Management Inc621,896$8.02M0.00%+11,002+1.8%Added
Jefferies Financial Group Inc.588,773$7.60M0.13%+588,773New
Orchard Capital Managment, LLC551,811$7.12M2.39%00.0%Unchanged
Great Lakes Advisors, LLC526,571$6.79M0.39%−17,065−3.1%Reduced
Principal Financial Group Inc503,642$6.50M0.00%−34,982−6.5%Reduced
Strong Tower Advisory Services479,964$6.19M3.72%+18,209+3.9%Added
Palo Alto Wealth Advisors, LLC456,221$6.05M5.15%+456,221New
Morgan Stanley450,299$5.81M0.00%+46,651+11.6%Added
Mariner, LLC422,212$5.45M0.02%−15,037−3.4%Reduced
Renaissance Technologies LLC413,300$5.33M0.01%−12,500−2.9%Reduced
Van Eck Associates Corp366,732$4.73M0.01%−13,342−3.5%Reduced
Penn Mutual Asset Management, LLC349,988$4.51M5.04%−50,000−12.5%Reduced
Ameriprise Financial Inc320,576$4.14M0.00%−13,148−3.9%Reduced
Nuveen Asset Management, LLC282,417$3.64M0.00%+5,907+2.1%Added
Rhumbline Advisers258,023$3.33M0.00%+1,743+0.7%Added
AE Wealth Management LLC238,620$3.09M0.02%−6,556−2.7%Reduced
Financial Management Network Inc226,072$3.01M1.34%+818+0.4%Added
Schechter Investment Advisors, LLC229,868$2.97M0.27%−72,288−23.9%Reduced
Legal & General Group Plc207,412$2.68M0.00%+9,630+4.9%Added
Swiss National Bank202,333$2.61M0.00%+3,900+2.0%Added
United Capital Financial Advisers, LLC178,887$2.31M0.01%+59,238+49.5%Added
Price T Rowe Associates Inc175,656$2.27M0.00%−30,633−14.8%Reduced
Advisor Group Holdings, Inc.173,968$2.24M0.00%−7,206−4.0%Reduced
Independent Financial Group, LLC153,278$1.98M0.17%+15,624+11.4%Added
Public Sector Pension Investment Board150,055$1.94M0.02%−3,509−2.3%Reduced
Shorepoint Capital Partners LLC139,000$1.79M0.50%00.0%Unchanged
Voloridge Investment Management, LLC131,491$1.70M0.01%−70,106−34.8%Reduced
Bank of America Corp114,661$1.48M0.00%+56,633+97.6%Added
UBS Group AG107,996$1.39M0.00%+28,995+36.7%Added
California State Teachers Retirement System105,965$1.37M0.00%+724+0.7%Added
Goldman Sachs Group Inc104,367$1.35M0.00%+26,260+33.6%Added
Alliancebernstein L.P.100,781$1.30M0.00%−117−0.1%Reduced
Cetera Investment Advisers92,632$1.19M0.01%−17,145−15.6%Reduced
Invesco Ltd.90,807$1.17M0.00%−71,579−44.1%Reduced
Commonwealth of Pennsylvania Public School Empls Retrmt Sys88,272$1.14M0.01%+11,941+15.6%Added
IFP Advisors, Inc63,108$1.14M0.04%−9,711−13.3%Reduced
JPMorgan Chase & Co87,301$1.13M0.00%+16,803+23.8%Added
Jane Street Group, LLC84,819$1.09M0.00%+84,819New
Thrivent Financial for Lutherans84,604$1.09M0.00%−1,998−2.3%Reduced
Axxcess Wealth Management, LLC83,690$1.08M0.09%−3,625−4.2%Reduced
Prudential Financial Inc82,628$1.07M0.00%−1,900−2.2%Reduced
Allworth Financial LP80,066$1.03M0.01%−2,736−3.3%Reduced
UBS Asset Management Americas Inc79,669$1.03M0.00%+40,048+101.1%Added
LPL Financial LLC74,601$962.4K0.00%+4,059+5.8%Added
Credit Suisse AG69,658$898.6K0.00%+3,304+5.0%Added
Newbridge Financial Services Group, Inc.66,270$854.9K0.49%−1,896−2.8%Reduced
New York State Common Retirement Fund58,464$754.2K0.00%00.0%Unchanged
Geneos Wealth Management Inc.58,330$752.5K0.05%+2,106+3.7%Added
State of Alaska, Department of Revenue57,434$740.0K0.01%−567−1.0%Reduced
Retirement Financial Solutions, LLC57,179$737.6K0.63%+57,179New
Cambridge Investment Research Advisors, Inc.56,550$729.0K0.00%−11,093−16.4%Reduced
Texas Permanent School Fund55,017$710.0K0.01%−3,899−6.6%Reduced
Comerica Bank48,677$693.0K0.01%−14,815−23.3%Reduced
Citigroup Inc52,723$680.1K0.00%+9,480+21.9%Added
Yousif Capital Management, LLC52,274$674.3K0.01%−14,975−22.3%Reduced
Atria Wealth Solutions, Inc.50,417$662.1K0.01%+11,593+29.9%Added
State of Tennessee, Treasury Department50,241$648.0K0.00%−359−0.7%Reduced
Centaurus Financial, Inc.47,750$616.0K0.06%+6,831+16.7%Added
Creative Planning45,817$591.0K0.00%+23+0.1%Added
Integrated Advisors Network LLC45,433$586.1K0.04%+923+2.1%Added
GraniteShares Advisors LLC45,182$582.8K0.48%+45,182New
American International Group, Inc.45,062$581.3K0.00%−1,027−2.2%Reduced
MetLife Investment Management44,991$580.4K0.00%00.0%Unchanged
Money Concepts Capital Corp44,832$578.3K0.03%+14,732+48.9%Added
Ausdal Financial Partners, Inc.42,086$542.9K0.08%−1,999−4.5%Reduced
Deutsche Bank AG41,021$529.2K0.00%+5,423+15.2%Added
Cetera Advisors LLC40,535$522.9K0.01%−1,569−3.7%Reduced
Truist Financial Corp40,170$518.2K0.00%+40,170New
Barclays PLC40,023$516.3K0.00%+18,292+84.2%Added
Louisiana State Employees Retirement System39,200$506.0K0.01%−800−2.0%Reduced
Arkadios Wealth Advisors37,915$489.1K0.06%−20,851−35.5%Reduced
Amalgamated Bank37,559$485.0K0.00%−409−1.1%Reduced
Mirae Asset Global Investments Co., Ltd.36,251$467.6K0.00%+1,457+4.2%Added
Calton & Associates, Inc.35,714$460.7K0.18%+14,270+66.5%Added
Royal Bank of Canada35,125$453.0K0.00%+7,172+25.7%Added
Maryland State Retirement & Pension System33,952$438.0K0.01%+33,952New
Voya Investment Management LLC33,376$430.6K0.00%00.0%Unchanged
Algert Global LLC33,179$428.0K0.02%−7,340−18.1%Reduced
Manufacturers Life Insurance Company, The32,944$425.0K0.00%+716+2.2%Added
Ignite Planners, LLC28,578$407.0K0.17%−860−2.9%Reduced
Belpointe Asset Management LLC30,413$392.3K0.02%−450−1.5%Reduced
BKA Wealth Consulting, Inc.29,540$381.1K0.73%00.0%Unchanged
Kalos Management, Inc.29,159$376.2K0.85%+14,868+104.0%Added
Commonwealth Equity Services, LLC27,488$354.0K0.00%−2,387−8.0%Reduced
Oregon Public Employees Retirement Fund27,428$353.8K0.00%−201−0.7%Reduced
Nisa Investment Advisors, LLC27,167$350.0K0.00%00.0%Unchanged
Brookstone Capital Management25,382$344.9K0.01%−23,107−47.7%Reduced
LSV Asset Management26,271$339.0K0.00%00.0%Unchanged
New York State Teachers Retirement System25,735$332.0K0.00%00.0%Unchanged
Teachers Retirement System of the State of Kentucky25,726$332.0K0.00%+15,731+157.4%Added