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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, 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.

Institutional holdersQ1 2023: 177 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 heldQ1 2023: $583.6M
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, Q1 2023

Shares, value and share of portfolio for each institution holding Franklin BSP Realty Trust, Inc.; share changes are against Q4 2022.

Institutions holding FBRT in Q1 2023
InstitutionSharesValue% of portfolioChange in sharesAction
SEI Investments Co23,177$276.5K0.00%+2,676+13.1%Added
HRT Financial LP23,021$274.0K0.00%+23,021New
Calton & Associates, Inc.22,793$271.9K0.13%−12,921−36.2%Reduced
Arete Wealth Advisors, LLC22,512$269.0K0.02%+2,292+11.3%Added
Everence Capital Management Inc21,422$256.0K0.02%00.0%Unchanged
National Asset Management, Inc.20,396$250.5K0.01%+120+0.6%Added
Klingman & Associates, LLC20,964$250.1K0.02%+20,964New
Raymond James & Associates20,903$249.4K0.00%−3,418−14.1%Reduced
United Capital Financial Advisers, LLC20,365$243.0K0.00%−158,522−88.6%Reduced
Magnus Financial Group LLC19,877$237.1K0.04%00.0%Unchanged
Coastal Investment Advisors, Inc.18,799$224.3K0.05%−596−3.1%Reduced
M Holdings Securities, Inc.18,295$215.0K0.02%00.0%Unchanged
STRS Ohio17,600$209.0K0.00%00.0%Unchanged
Golden Green, Inc.17,011$202.9K0.24%+17,011New
Mutual of America Capital Management LLC16,985$202.6K0.00%−300−1.7%Reduced
Independent Wealth Network Inc.16,114$192.2K0.12%+164+1.0%Added
Cetera Advisor Networks LLC15,586$185.9K0.00%−6,320−28.9%Reduced
Castleview Partners, LLC15,466$184.2K0.16%−1,553−9.1%Reduced
Victory Capital Management Inc14,783$176.4K0.00%−4,248−22.3%Reduced
Plotkin Financial Advisors, LLC14,242$169.9K0.16%00.0%Unchanged
Baird Financial Group, Inc.14,155$168.9K0.00%+97+0.7%Added
Zurcher Kantonalbank (Zurich Cantonalbank)14,081$168.0K0.00%+3,696+35.6%Added
Safeguard Investment Advisory Group, LLC13,374$159.6K0.08%00.0%Unchanged
Fisher Asset Management, LLC13,305$158.7K0.00%00.0%Unchanged
Endowment Wealth Management, Inc.13,232$157.9K0.16%+333+2.6%Added
Beacon Capital Management, LLC12,561$149.9K0.04%−3,020−19.4%Reduced
DFPG Investments, LLC12,474$148.8K0.02%+61+0.5%Added
Strategic Blueprint, LLC12,445$148.5K0.02%+71+0.6%Added
Acorn Financial Advisory Services Inc12,425$148.2K0.03%00.0%Unchanged
Sigma Planning Corp12,142$144.9K0.00%−2,364−16.3%Reduced
Raleigh Capital Management Inc.12,095$144.3K0.07%00.0%Unchanged
ProShare Advisors LLC12,016$143.4K0.00%−1,065−8.1%Reduced
Vestcor Inc11,952$143.0K0.01%+11,952New
Public Employees Retirement Association of Colorado11,811$141.0K0.00%00.0%Unchanged
Bank of Montreal11,059$132.0K0.00%+11,059New
Kestra Advisory Services, LLC10,839$129.3K0.00%+10,839New
Virtue Capital Management, LLC10,310$128.7K0.02%00.0%Unchanged
Squarepoint Ops LLC10,623$126.7K0.00%+10,623New
State of Wisconsin Investment Board10,401$124.1K0.00%−43−0.4%Reduced
PFG Advisors10,304$122.9K0.01%−1,222−10.6%Reduced
Blair William & Co10,277$122.6K0.00%00.0%Unchanged
Atomi Financial Group, Inc.10,203$121.7K0.07%+10,203New
Spire Wealth Management8,598$102.6K0.00%+1,318+18.1%Added
Tower Research Capital LLC (TRC)8,211$98.0K0.00%+7,184+699.5%Added
PSI Advisors, LLC7,200$85.9K0.04%00.0%Unchanged
KBC Group NV7,044$84.0K0.00%00.0%Unchanged
Ameritas Advisory Services, LLC6,367$80.3K0.00%+6,367New
Catalyst Capital Advisors LLC6,360$75.9K0.00%+870+15.8%Added
Ameritas Investment Partners, Inc.6,315$75.3K0.00%00.0%Unchanged
Metropolitan Life Insurance Co4,579$54.6K0.00%−643−12.3%Reduced
The PNC Financial Services Group, Inc.4,147$49.5K0.00%+579+16.2%Added
Cullen/Frost Bankers, Inc.2,652$31.6K0.00%00.0%Unchanged
IFP Advisors, Inc1,541$27.6K0.00%−61,567−97.6%Reduced
Advisory Services Network, LLC2,039$24.3K0.00%00.0%Unchanged
GPS Wealth Strategies Group, LLC1,881$22.4K0.00%+1,881New
Gradient Investments LLC1,684$20.1K0.00%−883−34.4%Reduced
Kenfarb & Co.1,644$19.6K0.02%00.0%Unchanged
New England Capital Financial Advisors LLC1,324$15.8K0.01%00.0%Unchanged
FMR LLC1,030$12.3K0.00%−1,002−49.3%Reduced
EverSource Wealth Advisors, LLC995$11.9K0.00%−192−16.2%Reduced
CWM, LLC930$11.0K0.00%−39−4.0%Reduced
TCI Wealth Advisors, Inc.822$9.81K0.00%+60+7.9%Added
Citadel Advisors LLC699$8.34K0.00%−9,446−93.1%Reduced
Baystate Wealth Management LLC698$8.33K0.00%00.0%Unchanged
Sandy Spring Bank400$4.77K0.00%−491−55.1%Reduced
Lee Financial Co351$4.19K0.00%00.0%Unchanged
Harbour Investments, Inc.328$3.91K0.00%00.0%Unchanged
First Horizon Advisors, Inc.277$3.31K0.00%−823−74.8%Reduced
Financial Connections Group, Inc.197$2.00K0.00%+5+2.6%Added
Resources Management Corp100$2.00K0.00%+100New
Ellevest, Inc.140$1.67K0.00%00.0%Unchanged
Versant Capital Management, Inc134$1.54K0.00%−21−13.5%Reduced
Tucker Asset Management LLC85$1.01K0.00%+85New
Farmers & Merchants Investments Inc55$6560.00%00.0%Unchanged
Parkside Financial Bank & Trust54$6450.00%00.0%Unchanged
Carolinas Wealth Consulting LLC50$6140.00%+3+6.4%Added
Covestor Ltd14$00.00%−5−26.3%Reduced
Voloridge Investment Management, LLC0$00.00%−131,491−100.0%Sold out
Axxcess Wealth Management, LLC0$00.00%−83,690−100.0%Sold out
GraniteShares Advisors LLC0$00.00%−45,182−100.0%Sold out
Truist Financial Corp0$00.00%−40,170−100.0%Sold out
Algert Global LLC0$00.00%−33,179−100.0%Sold out
BKA Wealth Consulting, Inc.0$00.00%−29,540−100.0%Sold out
Triumph Capital Management0$00.00%−20,768−100.0%Sold out
HSBC Holdings PLC0$00.00%−17,828−100.0%Sold out
State of New Jersey Common Pension Fund D0$00.00%−17,553−100.0%Sold out
Envestnet Asset Management Inc0$00.00%−11,925−100.0%Sold out
Millennium Management LLC0$00.00%−11,595−100.0%Sold out
Beck Capital Management, LLC0$00.00%−10,405−100.0%Sold out
Global Retirement Partners, LLC0$00.00%−810−100.0%Sold out
Rockefeller Capital Management L.P.0$00.00%−842−100.0%Sold out
Coppell Advisory Solutions LLC0$00.00%−599−100.0%Sold out
Coppell Advisory Solutions Corp.0$00.00%−599−100.0%Sold out
Accurate Wealth Management, LLC0$00.00%−567−100.0%Sold out
Quarry LP0$00.00%−586−100.0%Sold out
Parallel Advisors, LLC0$00.00%−33−100.0%Sold out
Sofos Investments, Inc.0$00.00%−13−100.0%Sold out
Comerica Bank––––Not filed
Jenkins Wealth––––Not filed
Semmax Financial Advisors Inc.––––Not filed