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, Q1 2023
Institutional positions in Franklin BSP Realty Trust, Inc. as of Mar 31, 2023. 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
- 177
- −6 vs. Q4 2022
- Shares held
- 48.8M
- −250.5K (−0.5%) vs. Q4 2022
- Total value
- $583.6M
- −$51.0M (−8.0%) vs. Q4 2022
- New holders
- 14
- 54 more added
- Sold out
- 20
- 74 more reduced
5 institutions that held it in Q4 2022 haven't filed for Q1 2023 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q4 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, Q1 2023
Shares, value and share of portfolio for each institution holding Franklin BSP Realty Trust, Inc.; share changes are against Q4 2022.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| BlackRock Inc. | 14,169,770 | $169.0M | 0.01% | −174,942−1.2% | Reduced |
| Vanguard Group Inc | 9,089,959 | $108.4M | 0.00% | −85,757−0.9% | Reduced |
| State Street Corp | 3,124,720 | $38.4M | 0.00% | −6,004−0.2% | Reduced |
| Franklin Resources Inc | 2,558,185 | $30.5M | 0.02% | +1430.0% | Added |
| Cliffwater LLC | 2,196,171 | $26.2M | 8.38% | +306,184+16.2% | Added |
| Geode Capital Management, LLC | 1,583,307 | $18.9M | 0.00% | +57,154+3.7% | Added |
| Neuberger Berman Group LLC | 898,163 | $10.7M | 0.01% | +1,876+0.2% | Added |
| Knott David M Jr | 859,047 | $10.2M | 4.31% | 00.0% | Unchanged |
| Northern Trust Corp | 842,198 | $10.0M | 0.00% | −17,584−2.0% | Reduced |
| Bank of New York Mellon Corp | 778,995 | $9.29M | 0.00% | −29,191−3.6% | Reduced |
| Charles Schwab Investment Management Inc | 617,867 | $7.37M | 0.00% | −4,029−0.6% | Reduced |
| Penn Mutual Asset Management, LLC | 612,288 | $7.30M | 6.93% | +262,300+74.9% | Added |
| Jefferies Financial Group Inc. | 592,401 | $7.07M | 0.15% | +3,628+0.6% | Added |
| Orchard Capital Managment, LLC | 551,811 | $6.58M | 2.20% | 00.0% | Unchanged |
| Great Lakes Advisors, LLC | 502,822 | $6.00M | 0.05% | −23,749−4.5% | Reduced |
| Principal Financial Group Inc | 498,444 | $5.95M | 0.00% | −5,198−1.0% | Reduced |
| Strong Tower Advisory Services | 474,277 | $5.66M | 2.98% | −5,687−1.2% | Reduced |
| Morgan Stanley | 433,570 | $5.17M | 0.00% | −16,729−3.7% | Reduced |
| Mariner, LLC | 422,898 | $5.04M | 0.01% | +686+0.2% | Added |
| Palo Alto Wealth Advisors, LLC | 402,658 | $4.95M | 3.96% | −53,563−11.7% | Reduced |
| Renaissance Technologies LLC | 404,500 | $4.83M | 0.01% | −8,800−2.1% | Reduced |
| Van Eck Associates Corp | 389,765 | $4.65M | 0.01% | +23,033+6.3% | Added |
| Ameriprise Financial Inc | 311,814 | $3.72M | 0.00% | −8,762−2.7% | Reduced |
| Invesco Ltd. | 273,290 | $3.26M | 0.00% | +182,483+201.0% | Added |
| Rhumbline Advisers | 271,522 | $3.24M | 0.00% | +13,499+5.2% | Added |
| Financial Management Network Inc | 228,284 | $2.73M | 1.10% | +2,212+1.0% | Added |
| AE Wealth Management LLC | 211,715 | $2.54M | 0.02% | −26,905−11.3% | Reduced |
| Nuveen Asset Management, LLC | 205,430 | $2.45M | 0.00% | −76,987−27.3% | Reduced |
| Legal & General Group Plc | 205,241 | $2.45M | 0.00% | −2,171−1.0% | Reduced |
| Independent Financial Group, LLC | 181,376 | $2.16M | 0.17% | +28,098+18.3% | Added |
| Swiss National Bank | 178,033 | $2.12M | 0.00% | −24,300−12.0% | Reduced |
| Price T Rowe Associates Inc | 176,593 | $2.11M | 0.00% | +937+0.5% | Added |
| Advisor Group Holdings, Inc. | 169,994 | $2.05M | 0.00% | −3,974−2.3% | Reduced |
| Public Sector Pension Investment Board | 145,063 | $1.73M | 0.01% | −4,992−3.3% | Reduced |
| Shorepoint Capital Partners LLC | 139,000 | $1.66M | 0.47% | 00.0% | Unchanged |
| Bank of America Corp | 132,119 | $1.58M | 0.00% | +17,458+15.2% | Added |
| Schechter Investment Advisors, LLC | 128,226 | $1.53M | 0.14% | −101,642−44.2% | Reduced |
| UBS Group AG | 107,838 | $1.29M | 0.00% | −158−0.1% | Reduced |
| JPMorgan Chase & Co | 106,206 | $1.27M | 0.00% | +18,905+21.7% | Added |
| California State Teachers Retirement System | 103,308 | $1.23M | 0.00% | −2,657−2.5% | Reduced |
| Cetera Investment Advisers | 102,877 | $1.23M | 0.01% | +10,245+11.1% | Added |
| First Trust Advisors LP | 88,861 | $1.06M | 0.00% | +88,861 | New |
| Alliancebernstein L.P. | 88,608 | $1.06M | 0.00% | −12,173−12.1% | Reduced |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 87,332 | $1.04M | 0.01% | −940−1.1% | Reduced |
| UBS Asset Management Americas Inc | 86,568 | $1.03M | 0.00% | +6,899+8.7% | Added |
| Prudential Financial Inc | 85,128 | $1.02M | 0.00% | +2,500+3.0% | Added |
| Thrivent Financial for Lutherans | 81,739 | $975.0K | 0.00% | −2,865−3.4% | Reduced |
| Goldman Sachs Group Inc | 78,173 | $932.6K | 0.00% | −26,194−25.1% | Reduced |
| Allworth Financial LP | 75,818 | $904.5K | 0.01% | −4,248−5.3% | Reduced |
| Texas Permanent School Fund | 73,611 | $878.2K | 0.01% | +18,594+33.8% | Added |
| Credit Suisse AG | 72,026 | $859.3K | 0.00% | +2,368+3.4% | Added |
| Newbridge Financial Services Group, Inc. | 63,949 | $762.9K | 0.41% | −2,321−3.5% | Reduced |
| Susquehanna International Group, LLP | 59,017 | $704.1K | 0.00% | +42,663+260.9% | Added |
| State of Alaska, Department of Revenue | 56,481 | $673.0K | 0.01% | −953−1.7% | Reduced |
| Deutsche Bank AG | 55,925 | $667.2K | 0.00% | +14,904+36.3% | Added |
| Arkadios Wealth Advisors | 55,771 | $665.3K | 0.08% | +17,856+47.1% | Added |
| Cambridge Investment Research Advisors, Inc. | 54,014 | $644.0K | 0.00% | −2,536−4.5% | Reduced |
| LPL Financial LLC | 51,125 | $609.9K | 0.00% | −23,476−31.5% | Reduced |
| Ergoteles LLC | 50,000 | $596.5K | 0.02% | +32,697+189.0% | Added |
| State of Tennessee, Treasury Department | 48,065 | $573.4K | 0.00% | −2,176−4.3% | Reduced |
| Geneos Wealth Management Inc. | 47,543 | $567.2K | 0.03% | −10,787−18.5% | Reduced |
| Yousif Capital Management, LLC | 46,714 | $557.3K | 0.01% | −5,560−10.6% | Reduced |
| Retirement Financial Solutions, LLC | 45,901 | $547.6K | 0.44% | −11,278−19.7% | Reduced |
| American International Group, Inc. | 45,268 | $540.0K | 0.00% | +206+0.5% | Added |
| Atria Wealth Solutions, Inc. | 44,336 | $539.0K | 0.01% | −6,081−12.1% | Reduced |
| MetLife Investment Management | 44,991 | $536.7K | 0.00% | 00.0% | Unchanged |
| Creative Planning | 44,250 | $527.9K | 0.00% | −1,567−3.4% | Reduced |
| Ausdal Financial Partners, Inc. | 43,509 | $519.1K | 0.07% | +1,423+3.4% | Added |
| New York State Common Retirement Fund | 43,464 | $518.5K | 0.00% | −15,000−25.7% | Reduced |
| Barclays PLC | 43,037 | $513.4K | 0.00% | +3,014+7.5% | Added |
| Integrated Advisors Network LLC | 41,427 | $494.2K | 0.03% | −4,006−8.8% | Reduced |
| Citigroup Inc | 40,674 | $485.2K | 0.00% | −12,049−22.9% | Reduced |
| Cetera Advisors LLC | 40,231 | $480.0K | 0.01% | −304−0.7% | Reduced |
| Royal Bank of Canada | 39,220 | $468.0K | 0.00% | +4,095+11.7% | Added |
| Louisiana State Employees Retirement System | 38,400 | $458.1K | 0.01% | −800−2.0% | Reduced |
| Janus Henderson Group PLC | 36,648 | $436.9K | 0.00% | +20,353+124.9% | Added |
| Mirae Asset Global Investments Co., Ltd. | 36,251 | $432.5K | 0.00% | 00.0% | Unchanged |
| Centaurus Financial, Inc. | 34,940 | $417.0K | 0.03% | −12,810−26.8% | Reduced |
| Amalgamated Bank | 34,593 | $413.0K | 0.00% | −2,966−7.9% | Reduced |
| Voya Investment Management LLC | 33,376 | $398.2K | 0.00% | 00.0% | Unchanged |
| Maryland State Retirement & Pension System | 33,215 | $396.3K | 0.01% | −737−2.2% | Reduced |
| Manufacturers Life Insurance Company, The | 33,065 | $394.5K | 0.00% | +121+0.4% | Added |
| Copperleaf Capital, LLC | 31,967 | $381.4K | 0.38% | +31,967 | New |
| Jane Street Group, LLC | 31,289 | $373.3K | 0.00% | −53,530−63.1% | Reduced |
| Money Concepts Capital Corp | 31,100 | $371.0K | 0.02% | −13,732−30.6% | Reduced |
| Kalos Management, Inc. | 29,908 | $356.8K | 0.72% | +749+2.6% | Added |
| Ignite Planners, LLC | 28,578 | $353.5K | 0.15% | 00.0% | Unchanged |
| Nisa Investment Advisors, LLC | 29,352 | $350.0K | 0.00% | +2,185+8.0% | Added |
| New York State Teachers Retirement System | 29,185 | $348.0K | 0.00% | +3,450+13.4% | Added |
| Penserra Capital Management LLC | 28,632 | $341.0K | 0.01% | +5,394+23.2% | Added |
| Belpointe Asset Management LLC | 28,279 | $337.4K | 0.02% | −2,134−7.0% | Reduced |
| Brookstone Capital Management | 26,209 | $327.6K | 0.01% | +827+3.3% | Added |
| Wells Fargo & Company | 26,646 | $317.9K | 0.00% | +20,498+333.4% | Added |
| Oregon Public Employees Retirement Fund | 26,458 | $315.6K | 0.00% | −970−3.5% | Reduced |
| LSV Asset Management | 26,271 | $313.0K | 0.00% | 00.0% | Unchanged |
| Teachers Retirement System of the State of Kentucky | 25,726 | $307.0K | 0.00% | 00.0% | Unchanged |
| Capital Investment Advisory Services, LLC | 25,332 | $302.2K | 0.04% | +2,777+12.3% | Added |
| Arizona State Retirement System | 23,898 | $285.1K | 0.00% | +259+1.1% | Added |
| Commonwealth Equity Services, LLC | 23,954 | $285.0K | 0.00% | −3,534−12.9% | Reduced |
| State Board of Administration of Florida Retirement System | 23,733 | $283.1K | 0.00% | 00.0% | Unchanged |