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 |
|---|---|---|---|---|---|
| Mirae Asset Global Investments Co., Ltd. | 36,251 | $432.5K | 0.00% | 00.0% | Unchanged |
| Janus Henderson Group PLC | 36,648 | $436.9K | 0.00% | +20,353+124.9% | Added |
| Louisiana State Employees Retirement System | 38,400 | $458.1K | 0.01% | −800−2.0% | Reduced |
| Royal Bank of Canada | 39,220 | $468.0K | 0.00% | +4,095+11.7% | Added |
| Cetera Advisors LLC | 40,231 | $480.0K | 0.01% | −304−0.7% | Reduced |
| Citigroup Inc | 40,674 | $485.2K | 0.00% | −12,049−22.9% | Reduced |
| Integrated Advisors Network LLC | 41,427 | $494.2K | 0.03% | −4,006−8.8% | Reduced |
| Barclays PLC | 43,037 | $513.4K | 0.00% | +3,014+7.5% | Added |
| New York State Common Retirement Fund | 43,464 | $518.5K | 0.00% | −15,000−25.7% | Reduced |
| Ausdal Financial Partners, Inc. | 43,509 | $519.1K | 0.07% | +1,423+3.4% | Added |
| Creative Planning | 44,250 | $527.9K | 0.00% | −1,567−3.4% | Reduced |
| MetLife Investment Management | 44,991 | $536.7K | 0.00% | 00.0% | Unchanged |
| Atria Wealth Solutions, Inc. | 44,336 | $539.0K | 0.01% | −6,081−12.1% | Reduced |
| American International Group, Inc. | 45,268 | $540.0K | 0.00% | +206+0.5% | Added |
| Retirement Financial Solutions, LLC | 45,901 | $547.6K | 0.44% | −11,278−19.7% | Reduced |
| Yousif Capital Management, LLC | 46,714 | $557.3K | 0.01% | −5,560−10.6% | Reduced |
| Geneos Wealth Management Inc. | 47,543 | $567.2K | 0.03% | −10,787−18.5% | Reduced |
| State of Tennessee, Treasury Department | 48,065 | $573.4K | 0.00% | −2,176−4.3% | Reduced |
| Ergoteles LLC | 50,000 | $596.5K | 0.02% | +32,697+189.0% | Added |
| LPL Financial LLC | 51,125 | $609.9K | 0.00% | −23,476−31.5% | Reduced |
| Cambridge Investment Research Advisors, Inc. | 54,014 | $644.0K | 0.00% | −2,536−4.5% | Reduced |
| Arkadios Wealth Advisors | 55,771 | $665.3K | 0.08% | +17,856+47.1% | Added |
| Deutsche Bank AG | 55,925 | $667.2K | 0.00% | +14,904+36.3% | Added |
| State of Alaska, Department of Revenue | 56,481 | $673.0K | 0.01% | −953−1.7% | Reduced |
| Susquehanna International Group, LLP | 59,017 | $704.1K | 0.00% | +42,663+260.9% | Added |
| Newbridge Financial Services Group, Inc. | 63,949 | $762.9K | 0.41% | −2,321−3.5% | Reduced |
| Credit Suisse AG | 72,026 | $859.3K | 0.00% | +2,368+3.4% | Added |
| Texas Permanent School Fund | 73,611 | $878.2K | 0.01% | +18,594+33.8% | Added |
| Allworth Financial LP | 75,818 | $904.5K | 0.01% | −4,248−5.3% | Reduced |
| Goldman Sachs Group Inc | 78,173 | $932.6K | 0.00% | −26,194−25.1% | Reduced |
| Thrivent Financial for Lutherans | 81,739 | $975.0K | 0.00% | −2,865−3.4% | Reduced |
| Prudential Financial Inc | 85,128 | $1.02M | 0.00% | +2,500+3.0% | Added |
| UBS Asset Management Americas Inc | 86,568 | $1.03M | 0.00% | +6,899+8.7% | Added |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 87,332 | $1.04M | 0.01% | −940−1.1% | Reduced |
| Alliancebernstein L.P. | 88,608 | $1.06M | 0.00% | −12,173−12.1% | Reduced |
| First Trust Advisors LP | 88,861 | $1.06M | 0.00% | +88,861 | New |
| Cetera Investment Advisers | 102,877 | $1.23M | 0.01% | +10,245+11.1% | Added |
| California State Teachers Retirement System | 103,308 | $1.23M | 0.00% | −2,657−2.5% | Reduced |
| JPMorgan Chase & Co | 106,206 | $1.27M | 0.00% | +18,905+21.7% | Added |
| UBS Group AG | 107,838 | $1.29M | 0.00% | −158−0.1% | Reduced |
| Schechter Investment Advisors, LLC | 128,226 | $1.53M | 0.14% | −101,642−44.2% | Reduced |
| Bank of America Corp | 132,119 | $1.58M | 0.00% | +17,458+15.2% | Added |
| Shorepoint Capital Partners LLC | 139,000 | $1.66M | 0.47% | 00.0% | Unchanged |
| Public Sector Pension Investment Board | 145,063 | $1.73M | 0.01% | −4,992−3.3% | Reduced |
| Advisor Group Holdings, Inc. | 169,994 | $2.05M | 0.00% | −3,974−2.3% | Reduced |
| Price T Rowe Associates Inc | 176,593 | $2.11M | 0.00% | +937+0.5% | Added |
| Swiss National Bank | 178,033 | $2.12M | 0.00% | −24,300−12.0% | Reduced |
| Independent Financial Group, LLC | 181,376 | $2.16M | 0.17% | +28,098+18.3% | Added |
| Legal & General Group Plc | 205,241 | $2.45M | 0.00% | −2,171−1.0% | Reduced |
| Nuveen Asset Management, LLC | 205,430 | $2.45M | 0.00% | −76,987−27.3% | Reduced |
| AE Wealth Management LLC | 211,715 | $2.54M | 0.02% | −26,905−11.3% | Reduced |
| Financial Management Network Inc | 228,284 | $2.73M | 1.10% | +2,212+1.0% | Added |
| Rhumbline Advisers | 271,522 | $3.24M | 0.00% | +13,499+5.2% | Added |
| Invesco Ltd. | 273,290 | $3.26M | 0.00% | +182,483+201.0% | Added |
| Ameriprise Financial Inc | 311,814 | $3.72M | 0.00% | −8,762−2.7% | Reduced |
| Van Eck Associates Corp | 389,765 | $4.65M | 0.01% | +23,033+6.3% | Added |
| Renaissance Technologies LLC | 404,500 | $4.83M | 0.01% | −8,800−2.1% | Reduced |
| Palo Alto Wealth Advisors, LLC | 402,658 | $4.95M | 3.96% | −53,563−11.7% | Reduced |
| Mariner, LLC | 422,898 | $5.04M | 0.01% | +686+0.2% | Added |
| Morgan Stanley | 433,570 | $5.17M | 0.00% | −16,729−3.7% | Reduced |
| Strong Tower Advisory Services | 474,277 | $5.66M | 2.98% | −5,687−1.2% | Reduced |
| Principal Financial Group Inc | 498,444 | $5.95M | 0.00% | −5,198−1.0% | Reduced |
| Great Lakes Advisors, LLC | 502,822 | $6.00M | 0.05% | −23,749−4.5% | Reduced |
| Orchard Capital Managment, LLC | 551,811 | $6.58M | 2.20% | 00.0% | Unchanged |
| Jefferies Financial Group Inc. | 592,401 | $7.07M | 0.15% | +3,628+0.6% | Added |
| Penn Mutual Asset Management, LLC | 612,288 | $7.30M | 6.93% | +262,300+74.9% | Added |
| Charles Schwab Investment Management Inc | 617,867 | $7.37M | 0.00% | −4,029−0.6% | Reduced |
| Bank of New York Mellon Corp | 778,995 | $9.29M | 0.00% | −29,191−3.6% | Reduced |
| Northern Trust Corp | 842,198 | $10.0M | 0.00% | −17,584−2.0% | Reduced |
| Knott David M Jr | 859,047 | $10.2M | 4.31% | 00.0% | Unchanged |
| Neuberger Berman Group LLC | 898,163 | $10.7M | 0.01% | +1,876+0.2% | Added |
| Geode Capital Management, LLC | 1,583,307 | $18.9M | 0.00% | +57,154+3.7% | Added |
| Cliffwater LLC | 2,196,171 | $26.2M | 8.38% | +306,184+16.2% | Added |
| Franklin Resources Inc | 2,558,185 | $30.5M | 0.02% | +1430.0% | Added |
| State Street Corp | 3,124,720 | $38.4M | 0.00% | −6,004−0.2% | Reduced |
| Vanguard Group Inc | 9,089,959 | $108.4M | 0.00% | −85,757−0.9% | Reduced |
| BlackRock Inc. | 14,169,770 | $169.0M | 0.01% | −174,942−1.2% | Reduced |
| Voloridge Investment Management, LLC | 0 | $0 | 0.00% | −131,491−100.0% | Sold out |
| Axxcess Wealth Management, LLC | 0 | $0 | 0.00% | −83,690−100.0% | Sold out |
| GraniteShares Advisors LLC | 0 | $0 | 0.00% | −45,182−100.0% | Sold out |
| Truist Financial Corp | 0 | $0 | 0.00% | −40,170−100.0% | Sold out |
| Algert Global LLC | 0 | $0 | 0.00% | −33,179−100.0% | Sold out |
| BKA Wealth Consulting, Inc. | 0 | $0 | 0.00% | −29,540−100.0% | Sold out |
| Triumph Capital Management | 0 | $0 | 0.00% | −20,768−100.0% | Sold out |
| HSBC Holdings PLC | 0 | $0 | 0.00% | −17,828−100.0% | Sold out |
| State of New Jersey Common Pension Fund D | 0 | $0 | 0.00% | −17,553−100.0% | Sold out |
| Envestnet Asset Management Inc | 0 | $0 | 0.00% | −11,925−100.0% | Sold out |
| Millennium Management LLC | 0 | $0 | 0.00% | −11,595−100.0% | Sold out |
| Beck Capital Management, LLC | 0 | $0 | 0.00% | −10,405−100.0% | Sold out |
| Global Retirement Partners, LLC | 0 | $0 | 0.00% | −810−100.0% | Sold out |
| Rockefeller Capital Management L.P. | 0 | $0 | 0.00% | −842−100.0% | Sold out |
| Coppell Advisory Solutions LLC | 0 | $0 | 0.00% | −599−100.0% | Sold out |
| Coppell Advisory Solutions Corp. | 0 | $0 | 0.00% | −599−100.0% | Sold out |
| Accurate Wealth Management, LLC | 0 | $0 | 0.00% | −567−100.0% | Sold out |
| Quarry LP | 0 | $0 | 0.00% | −586−100.0% | Sold out |
| Parallel Advisors, LLC | 0 | $0 | 0.00% | −33−100.0% | Sold out |
| Sofos Investments, Inc. | 0 | $0 | 0.00% | −13−100.0% | Sold out |
| Comerica Bank | – | – | – | – | Not filed |
| Jenkins Wealth | – | – | – | – | Not filed |
| Semmax Financial Advisors Inc. | – | – | – | – | Not filed |