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.
| Quarter | Holders | Value |
|---|---|---|
| Q2 2026 | 243 | $387.6M |
| Q1 2026 | 211 | $420.0M |
| Q4 2025 | 211 | $490.3M |
| Q3 2025 | 216 | $534.3M |
| Q2 2025 | 210 | $540.5M |
| Q1 2025 | 212 | $648.2M |
| Q4 2024 | 200 | $638.4M |
| Q3 2024 | 187 | $652.0M |
| Q2 2024 | 188 | $627.6M |
| Q1 2024 | 177 | $650.2M |
| Q4 2023 | 182 | $667.0M |
| Q3 2023 | 185 | $642.8M |
| Q2 2023 | 181 | $691.0M |
| Q1 2023 | 177 | $583.6M |
| Q4 2022 | 188 | $635.6M |
| Q3 2022 | 185 | $514.0M |
| Q2 2022 | 186 | $646.5M |
| Q1 2022 | 133 | $339.7M |
| Q4 2021 | 126 | $347.6M |
| Q3 2021 | 1 | $767.0K |
| Q2 2021 | 0 | $0 |
| Q1 2021 | 0 | $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.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Covestor Ltd | 19 | $0 | 0.00% | +2+11.8% | Added |
| Sofos Investments, Inc. | 13 | $52 | 0.00% | +13 | New |
| Parallel Advisors, LLC | 33 | $427 | 0.00% | +1+3.1% | Added |
| Carolinas Wealth Consulting LLC | 47 | $623 | 0.00% | +47 | New |
| Parkside Financial Bank & Trust | 54 | $697 | 0.00% | 00.0% | Unchanged |
| Farmers & Merchants Investments Inc | 55 | $710 | 0.00% | 00.0% | Unchanged |
| Ellevest, Inc. | 140 | $1.81K | 0.00% | +140 | New |
| Financial Connections Group, Inc. | 192 | $2.00K | 0.00% | +6+3.2% | Added |
| Versant Capital Management, Inc | 155 | $2.00K | 0.00% | +21+15.7% | Added |
| Harbour Investments, Inc. | 328 | $4.23K | 0.00% | 00.0% | Unchanged |
| Lee Financial Co | 351 | $4.53K | 0.00% | 00.0% | Unchanged |
| Quarry LP | 586 | $7.56K | 0.01% | +586 | New |
| Accurate Wealth Management, LLC | 567 | $7.68K | 0.00% | +567 | New |
| Coppell Advisory Solutions LLC | 599 | $7.73K | 0.00% | +599 | New |
| Coppell Advisory Solutions Corp. | 599 | $7.73K | 0.00% | +599 | New |
| CoreCap Advisors, LLC | 607 | $7.83K | 0.00% | +607 | New |
| Baystate Wealth Management LLC | 698 | $9.00K | 0.00% | 00.0% | Unchanged |
| TCI Wealth Advisors, Inc. | 762 | $9.83K | 0.00% | +76+11.1% | Added |
| Rockefeller Capital Management L.P. | 842 | $10.0K | 0.00% | 00.0% | Unchanged |
| Global Retirement Partners, LLC | 810 | $10.4K | 0.00% | 00.0% | Unchanged |
| Sandy Spring Bank | 891 | $11.5K | 0.00% | 00.0% | Unchanged |
| CWM, LLC | 969 | $12.0K | 0.00% | −80−7.6% | Reduced |
| Tower Research Capital LLC (TRC) | 1,027 | $13.0K | 0.00% | −6,981−87.2% | Reduced |
| First Horizon Advisors, Inc. | 1,100 | $14.2K | 0.00% | 00.0% | Unchanged |
| EverSource Wealth Advisors, LLC | 1,187 | $15.3K | 0.00% | +819+222.6% | Added |
| New England Capital Financial Advisors LLC | 1,324 | $18.8K | 0.01% | +1,324 | New |
| Kenfarb & Co. | 1,644 | $21.2K | 0.02% | 00.0% | Unchanged |
| FMR LLC | 2,032 | $26.2K | 0.00% | −23,287−92.0% | Reduced |
| Advisory Services Network, LLC | 2,039 | $26.3K | 0.00% | +2,039 | New |
| Gradient Investments LLC | 2,567 | $33.1K | 0.00% | 00.0% | Unchanged |
| Cullen/Frost Bankers, Inc. | 2,652 | $34.2K | 0.00% | 00.0% | Unchanged |
| Heritage Wealth Management, LLC | 3,520 | $45.4K | 0.01% | +1,760+100.0% | Added |
| The PNC Financial Services Group, Inc. | 3,568 | $46.0K | 0.00% | −135−3.6% | Reduced |
| Metropolitan Life Insurance Co | 5,222 | $67.4K | 0.00% | 00.0% | Unchanged |
| Catalyst Capital Advisors LLC | 5,490 | $70.8K | 0.00% | −550−9.1% | Reduced |
| Wells Fargo & Company | 6,148 | $79.3K | 0.00% | −3,456−36.0% | Reduced |
| Ameritas Investment Partners, Inc. | 6,315 | $87.5K | 0.00% | 00.0% | Unchanged |
| KBC Group NV | 7,044 | $91.0K | 0.00% | 00.0% | Unchanged |
| PSI Advisors, LLC | 7,200 | $92.9K | 0.05% | 00.0% | Unchanged |
| Semmax Financial Advisors Inc. | 6,613 | $94.0K | 0.04% | +58+0.9% | Added |
| Spire Wealth Management | 7,280 | $94.0K | 0.01% | 00.0% | Unchanged |
| Citadel Advisors LLC | 10,145 | $130.9K | 0.00% | −5,123−33.6% | Reduced |
| Blair William & Co | 10,277 | $132.6K | 0.00% | −29,921−74.4% | Reduced |
| Virtue Capital Management, LLC | 10,310 | $133.0K | 0.02% | +10,310 | New |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 10,385 | $134.0K | 0.00% | +1,663+19.1% | Added |
| Beck Capital Management, LLC | 10,405 | $134.2K | 0.06% | +10,405 | New |
| State of Wisconsin Investment Board | 10,444 | $134.7K | 0.00% | −5,157−33.1% | Reduced |
| PFG Advisors | 11,526 | $148.7K | 0.01% | +11,526 | New |
| Millennium Management LLC | 11,595 | $150.0K | 0.00% | +11,595 | New |
| Public Employees Retirement Association of Colorado | 11,811 | $152.0K | 0.00% | 00.0% | Unchanged |
| Envestnet Asset Management Inc | 11,925 | $153.8K | 0.00% | +11,925 | New |
| Jenkins Wealth | 11,931 | $153.9K | 0.06% | +11,931 | New |
| Raleigh Capital Management Inc. | 12,095 | $156.0K | 0.08% | 00.0% | Unchanged |
| Strategic Blueprint, LLC | 12,374 | $159.6K | 0.02% | −6,508−34.5% | Reduced |
| Acorn Financial Advisory Services Inc | 12,425 | $160.3K | 0.03% | 00.0% | Unchanged |
| Endowment Wealth Management, Inc. | 12,899 | $166.4K | 0.18% | +400+3.2% | Added |
| ProShare Advisors LLC | 13,081 | $168.7K | 0.00% | +1,518+13.1% | Added |
| DFPG Investments, LLC | 12,413 | $169.8K | 0.03% | +12,413 | New |
| Fisher Asset Management, LLC | 13,305 | $172.0K | 0.00% | −4,963−27.2% | Reduced |
| Safeguard Investment Advisory Group, LLC | 13,374 | $172.5K | 0.11% | 00.0% | Unchanged |
| Baird Financial Group, Inc. | 14,058 | $182.0K | 0.00% | +58+0.4% | Added |
| Plotkin Financial Advisors, LLC | 14,242 | $183.7K | 0.19% | −96−0.7% | Reduced |
| Sigma Planning Corp | 14,506 | $187.1K | 0.01% | 00.0% | Unchanged |
| Beacon Capital Management, LLC | 15,581 | $201.0K | 0.07% | −5,516−26.1% | Reduced |
| Independent Wealth Network Inc. | 15,950 | $205.8K | 0.14% | −1,231−7.2% | Reduced |
| Janus Henderson Group PLC | 16,295 | $210.3K | 0.00% | 00.0% | Unchanged |
| Susquehanna International Group, LLP | 16,354 | $211.0K | 0.00% | −15,939−49.4% | Reduced |
| Castleview Partners, LLC | 17,019 | $219.5K | 0.21% | +80+0.5% | Added |
| Mutual of America Capital Management LLC | 17,285 | $223.0K | 0.00% | +618+3.7% | Added |
| Ergoteles LLC | 17,303 | $223.2K | 0.01% | +17,303 | New |
| State of New Jersey Common Pension Fund D | 17,553 | $226.4K | 0.00% | −154,174−89.8% | Reduced |
| STRS Ohio | 17,600 | $227.0K | 0.00% | −2,100−10.7% | Reduced |
| HSBC Holdings PLC | 17,828 | $229.3K | 0.00% | +1,965+12.4% | Added |
| M Holdings Securities, Inc. | 18,295 | $236.0K | 0.02% | −6,962−27.6% | Reduced |
| Victory Capital Management Inc | 19,031 | $245.5K | 0.00% | −16,815−46.9% | Reduced |
| Coastal Investment Advisors, Inc. | 19,395 | $250.2K | 0.06% | +4,634+31.4% | Added |
| Magnus Financial Group LLC | 19,877 | $256.4K | 0.04% | +19,877 | New |
| Arete Wealth Advisors, LLC | 20,220 | $260.8K | 0.02% | +1,468+7.8% | Added |
| SEI Investments Co | 20,501 | $264.6K | 0.00% | +712+3.6% | Added |
| Triumph Capital Management | 20,768 | $267.9K | 0.14% | +20,768 | New |
| National Asset Management, Inc. | 20,276 | $268.7K | 0.01% | −437−2.1% | Reduced |
| Everence Capital Management Inc | 21,422 | $276.0K | 0.02% | +3,570+20.0% | Added |
| Cetera Advisor Networks LLC | 21,906 | $282.6K | 0.00% | −2,416−9.9% | Reduced |
| Capital Investment Advisory Services, LLC | 22,555 | $291.0K | 0.03% | 00.0% | Unchanged |
| Penserra Capital Management LLC | 23,238 | $299.0K | 0.01% | +23,238 | New |
| Arizona State Retirement System | 23,639 | $304.9K | 0.00% | +896+3.9% | Added |
| State Board of Administration of Florida Retirement System | 23,733 | $306.2K | 0.00% | +320+1.4% | Added |
| Raymond James & Associates | 24,321 | $313.7K | 0.00% | −190−0.8% | Reduced |
| New York State Teachers Retirement System | 25,735 | $332.0K | 0.00% | 00.0% | Unchanged |
| Teachers Retirement System of the State of Kentucky | 25,726 | $332.0K | 0.00% | +15,731+157.4% | Added |
| LSV Asset Management | 26,271 | $339.0K | 0.00% | 00.0% | Unchanged |
| Brookstone Capital Management | 25,382 | $344.9K | 0.01% | −23,107−47.7% | Reduced |
| Nisa Investment Advisors, LLC | 27,167 | $350.0K | 0.00% | 00.0% | Unchanged |
| Oregon Public Employees Retirement Fund | 27,428 | $353.8K | 0.00% | −201−0.7% | Reduced |
| Commonwealth Equity Services, LLC | 27,488 | $354.0K | 0.00% | −2,387−8.0% | Reduced |
| Kalos Management, Inc. | 29,159 | $376.2K | 0.85% | +14,868+104.0% | Added |
| BKA Wealth Consulting, Inc. | 29,540 | $381.1K | 0.73% | 00.0% | Unchanged |
| Belpointe Asset Management LLC | 30,413 | $392.3K | 0.02% | −450−1.5% | Reduced |
| Ignite Planners, LLC | 28,578 | $407.0K | 0.17% | −860−2.9% | Reduced |
| Manufacturers Life Insurance Company, The | 32,944 | $425.0K | 0.00% | +716+2.2% | Added |