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 |
|---|---|---|---|---|---|
| Covestor Ltd | 14 | $0 | 0.00% | −5−26.3% | Reduced |
| Carolinas Wealth Consulting LLC | 50 | $614 | 0.00% | +3+6.4% | Added |
| Parkside Financial Bank & Trust | 54 | $645 | 0.00% | 00.0% | Unchanged |
| Farmers & Merchants Investments Inc | 55 | $656 | 0.00% | 00.0% | Unchanged |
| Tucker Asset Management LLC | 85 | $1.01K | 0.00% | +85 | New |
| Versant Capital Management, Inc | 134 | $1.54K | 0.00% | −21−13.5% | Reduced |
| Ellevest, Inc. | 140 | $1.67K | 0.00% | 00.0% | Unchanged |
| Financial Connections Group, Inc. | 197 | $2.00K | 0.00% | +5+2.6% | Added |
| Resources Management Corp | 100 | $2.00K | 0.00% | +100 | New |
| First Horizon Advisors, Inc. | 277 | $3.31K | 0.00% | −823−74.8% | Reduced |
| Harbour Investments, Inc. | 328 | $3.91K | 0.00% | 00.0% | Unchanged |
| Lee Financial Co | 351 | $4.19K | 0.00% | 00.0% | Unchanged |
| Sandy Spring Bank | 400 | $4.77K | 0.00% | −491−55.1% | Reduced |
| Baystate Wealth Management LLC | 698 | $8.33K | 0.00% | 00.0% | Unchanged |
| Citadel Advisors LLC | 699 | $8.34K | 0.00% | −9,446−93.1% | Reduced |
| TCI Wealth Advisors, Inc. | 822 | $9.81K | 0.00% | +60+7.9% | Added |
| CWM, LLC | 930 | $11.0K | 0.00% | −39−4.0% | Reduced |
| EverSource Wealth Advisors, LLC | 995 | $11.9K | 0.00% | −192−16.2% | Reduced |
| FMR LLC | 1,030 | $12.3K | 0.00% | −1,002−49.3% | Reduced |
| New England Capital Financial Advisors LLC | 1,324 | $15.8K | 0.01% | 00.0% | Unchanged |
| Kenfarb & Co. | 1,644 | $19.6K | 0.02% | 00.0% | Unchanged |
| Gradient Investments LLC | 1,684 | $20.1K | 0.00% | −883−34.4% | Reduced |
| GPS Wealth Strategies Group, LLC | 1,881 | $22.4K | 0.00% | +1,881 | New |
| Advisory Services Network, LLC | 2,039 | $24.3K | 0.00% | 00.0% | Unchanged |
| IFP Advisors, Inc | 1,541 | $27.6K | 0.00% | −61,567−97.6% | Reduced |
| Cullen/Frost Bankers, Inc. | 2,652 | $31.6K | 0.00% | 00.0% | Unchanged |
| The PNC Financial Services Group, Inc. | 4,147 | $49.5K | 0.00% | +579+16.2% | Added |
| Metropolitan Life Insurance Co | 4,579 | $54.6K | 0.00% | −643−12.3% | Reduced |
| Ameritas Investment Partners, Inc. | 6,315 | $75.3K | 0.00% | 00.0% | Unchanged |
| Catalyst Capital Advisors LLC | 6,360 | $75.9K | 0.00% | +870+15.8% | Added |
| Ameritas Advisory Services, LLC | 6,367 | $80.3K | 0.00% | +6,367 | New |
| KBC Group NV | 7,044 | $84.0K | 0.00% | 00.0% | Unchanged |
| PSI Advisors, LLC | 7,200 | $85.9K | 0.04% | 00.0% | Unchanged |
| Tower Research Capital LLC (TRC) | 8,211 | $98.0K | 0.00% | +7,184+699.5% | Added |
| Spire Wealth Management | 8,598 | $102.6K | 0.00% | +1,318+18.1% | Added |
| Atomi Financial Group, Inc. | 10,203 | $121.7K | 0.07% | +10,203 | New |
| Blair William & Co | 10,277 | $122.6K | 0.00% | 00.0% | Unchanged |
| PFG Advisors | 10,304 | $122.9K | 0.01% | −1,222−10.6% | Reduced |
| State of Wisconsin Investment Board | 10,401 | $124.1K | 0.00% | −43−0.4% | Reduced |
| Squarepoint Ops LLC | 10,623 | $126.7K | 0.00% | +10,623 | New |
| Virtue Capital Management, LLC | 10,310 | $128.7K | 0.02% | 00.0% | Unchanged |
| Kestra Advisory Services, LLC | 10,839 | $129.3K | 0.00% | +10,839 | New |
| Bank of Montreal | 11,059 | $132.0K | 0.00% | +11,059 | New |
| Public Employees Retirement Association of Colorado | 11,811 | $141.0K | 0.00% | 00.0% | Unchanged |
| Vestcor Inc | 11,952 | $143.0K | 0.01% | +11,952 | New |
| ProShare Advisors LLC | 12,016 | $143.4K | 0.00% | −1,065−8.1% | Reduced |
| Raleigh Capital Management Inc. | 12,095 | $144.3K | 0.07% | 00.0% | Unchanged |
| Sigma Planning Corp | 12,142 | $144.9K | 0.00% | −2,364−16.3% | Reduced |
| Acorn Financial Advisory Services Inc | 12,425 | $148.2K | 0.03% | 00.0% | Unchanged |
| Strategic Blueprint, LLC | 12,445 | $148.5K | 0.02% | +71+0.6% | Added |
| DFPG Investments, LLC | 12,474 | $148.8K | 0.02% | +61+0.5% | Added |
| Beacon Capital Management, LLC | 12,561 | $149.9K | 0.04% | −3,020−19.4% | Reduced |
| Endowment Wealth Management, Inc. | 13,232 | $157.9K | 0.16% | +333+2.6% | Added |
| Fisher Asset Management, LLC | 13,305 | $158.7K | 0.00% | 00.0% | Unchanged |
| Safeguard Investment Advisory Group, LLC | 13,374 | $159.6K | 0.08% | 00.0% | Unchanged |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 14,081 | $168.0K | 0.00% | +3,696+35.6% | Added |
| Baird Financial Group, Inc. | 14,155 | $168.9K | 0.00% | +97+0.7% | Added |
| Plotkin Financial Advisors, LLC | 14,242 | $169.9K | 0.16% | 00.0% | Unchanged |
| Victory Capital Management Inc | 14,783 | $176.4K | 0.00% | −4,248−22.3% | Reduced |
| Castleview Partners, LLC | 15,466 | $184.2K | 0.16% | −1,553−9.1% | Reduced |
| Cetera Advisor Networks LLC | 15,586 | $185.9K | 0.00% | −6,320−28.9% | Reduced |
| Independent Wealth Network Inc. | 16,114 | $192.2K | 0.12% | +164+1.0% | Added |
| Mutual of America Capital Management LLC | 16,985 | $202.6K | 0.00% | −300−1.7% | Reduced |
| Golden Green, Inc. | 17,011 | $202.9K | 0.24% | +17,011 | New |
| STRS Ohio | 17,600 | $209.0K | 0.00% | 00.0% | Unchanged |
| M Holdings Securities, Inc. | 18,295 | $215.0K | 0.02% | 00.0% | Unchanged |
| Coastal Investment Advisors, Inc. | 18,799 | $224.3K | 0.05% | −596−3.1% | Reduced |
| Magnus Financial Group LLC | 19,877 | $237.1K | 0.04% | 00.0% | Unchanged |
| United Capital Financial Advisers, LLC | 20,365 | $243.0K | 0.00% | −158,522−88.6% | Reduced |
| Raymond James & Associates | 20,903 | $249.4K | 0.00% | −3,418−14.1% | Reduced |
| Klingman & Associates, LLC | 20,964 | $250.1K | 0.02% | +20,964 | New |
| National Asset Management, Inc. | 20,396 | $250.5K | 0.01% | +120+0.6% | Added |
| Everence Capital Management Inc | 21,422 | $256.0K | 0.02% | 00.0% | Unchanged |
| Arete Wealth Advisors, LLC | 22,512 | $269.0K | 0.02% | +2,292+11.3% | Added |
| Calton & Associates, Inc. | 22,793 | $271.9K | 0.13% | −12,921−36.2% | Reduced |
| HRT Financial LP | 23,021 | $274.0K | 0.00% | +23,021 | New |
| SEI Investments Co | 23,177 | $276.5K | 0.00% | +2,676+13.1% | Added |
| State Board of Administration of Florida Retirement System | 23,733 | $283.1K | 0.00% | 00.0% | Unchanged |
| Commonwealth Equity Services, LLC | 23,954 | $285.0K | 0.00% | −3,534−12.9% | Reduced |
| Arizona State Retirement System | 23,898 | $285.1K | 0.00% | +259+1.1% | Added |
| Capital Investment Advisory Services, LLC | 25,332 | $302.2K | 0.04% | +2,777+12.3% | Added |
| Teachers Retirement System of the State of Kentucky | 25,726 | $307.0K | 0.00% | 00.0% | Unchanged |
| LSV Asset Management | 26,271 | $313.0K | 0.00% | 00.0% | Unchanged |
| Oregon Public Employees Retirement Fund | 26,458 | $315.6K | 0.00% | −970−3.5% | Reduced |
| Wells Fargo & Company | 26,646 | $317.9K | 0.00% | +20,498+333.4% | Added |
| Brookstone Capital Management | 26,209 | $327.6K | 0.01% | +827+3.3% | Added |
| Belpointe Asset Management LLC | 28,279 | $337.4K | 0.02% | −2,134−7.0% | Reduced |
| Penserra Capital Management LLC | 28,632 | $341.0K | 0.01% | +5,394+23.2% | Added |
| New York State Teachers Retirement System | 29,185 | $348.0K | 0.00% | +3,450+13.4% | Added |
| Nisa Investment Advisors, LLC | 29,352 | $350.0K | 0.00% | +2,185+8.0% | Added |
| Ignite Planners, LLC | 28,578 | $353.5K | 0.15% | 00.0% | Unchanged |
| Kalos Management, Inc. | 29,908 | $356.8K | 0.72% | +749+2.6% | Added |
| Money Concepts Capital Corp | 31,100 | $371.0K | 0.02% | −13,732−30.6% | Reduced |
| Jane Street Group, LLC | 31,289 | $373.3K | 0.00% | −53,530−63.1% | Reduced |
| Copperleaf Capital, LLC | 31,967 | $381.4K | 0.38% | +31,967 | New |
| Manufacturers Life Insurance Company, The | 33,065 | $394.5K | 0.00% | +121+0.4% | Added |
| Maryland State Retirement & Pension System | 33,215 | $396.3K | 0.01% | −737−2.2% | Reduced |
| Voya Investment Management LLC | 33,376 | $398.2K | 0.00% | 00.0% | Unchanged |
| Amalgamated Bank | 34,593 | $413.0K | 0.00% | −2,966−7.9% | Reduced |
| Centaurus Financial, Inc. | 34,940 | $417.0K | 0.03% | −12,810−26.8% | Reduced |