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, Q2 2023
Institutional positions in Franklin BSP Realty Trust, Inc. as of Jun 30, 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
- 181
- +4 vs. Q1 2023
- Shares held
- 48.7M
- −65.0K (−0.1%) vs. Q1 2023
- Total value
- $691.0M
- +$107.5M (+18.4%) vs. Q1 2023
- New holders
- 27
- 58 more added
- Sold out
- 23
- 67 more reduced
Compare with Q1 2023: 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, Q2 2023
Shares, value and share of portfolio for each institution holding Franklin BSP Realty Trust, Inc.; share changes are against Q1 2023.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Covestor Ltd | 7 | $0 | 0.00% | −7−50.0% | Reduced |
| Abound Wealth Management | 27 | $383 | 0.00% | +27 | New |
| Carolinas Wealth Consulting LLC | 31 | $450 | 0.00% | −19−38.0% | Reduced |
| Quadrant Capital Group LLC | 36 | $510 | 0.00% | +36 | New |
| Farmers & Merchants Investments Inc | 55 | $779 | 0.00% | 00.0% | Unchanged |
| Bessemer Group Inc | 90 | $1.00K | 0.00% | +90 | New |
| Fifth Third Bancorp | 73 | $1.03K | 0.00% | +73 | New |
| Parkside Financial Bank & Trust | 133 | $1.88K | 0.00% | +79+146.3% | Added |
| First Horizon Advisors, Inc. | 277 | $3.92K | 0.00% | 00.0% | Unchanged |
| Harbour Investments, Inc. | 328 | $4.64K | 0.00% | 00.0% | Unchanged |
| Lee Financial Co | 351 | $4.97K | 0.00% | 00.0% | Unchanged |
| Fairfield, Bush & Co. | 493 | $6.98K | 0.00% | +493 | New |
| Versant Capital Management, Inc | 510 | $7.22K | 0.00% | +376+280.6% | Added |
| Massmutual Trust Co FSB | 604 | $8.55K | 0.00% | +604 | New |
| EverSource Wealth Advisors, LLC | 691 | $9.79K | 0.00% | −304−30.6% | Reduced |
| Baystate Wealth Management LLC | 698 | $9.88K | 0.00% | 00.0% | Unchanged |
| Northwest Capital Management Inc | 900 | $12.7K | 0.01% | +900 | New |
| Quarry LP | 1,251 | $17.7K | 0.01% | +1,251 | New |
| Cullen/Frost Bankers, Inc. | 1,326 | $18.8K | 0.00% | −1,326−50.0% | Reduced |
| New England Capital Financial Advisors LLC | 1,363 | $19.3K | 0.01% | +39+2.9% | Added |
| Sound Income Strategies, LLC | 1,377 | $19.5K | 0.00% | +1,377 | New |
| Northwestern Mutual Wealth Management Co | 1,521 | $21.5K | 0.00% | +1,521 | New |
| Allspring Global Investments Holdings, LLC | 1,588 | $22.5K | 0.00% | +1,588 | New |
| Kenfarb & Co. | 1,644 | $23.3K | 0.02% | 00.0% | Unchanged |
| Gradient Investments LLC | 1,684 | $23.8K | 0.00% | 00.0% | Unchanged |
| CWM, LLC | 1,839 | $26.0K | 0.00% | +909+97.7% | Added |
| GPS Wealth Strategies Group, LLC | 1,881 | $26.6K | 0.00% | 00.0% | Unchanged |
| FMR LLC | 2,262 | $32.0K | 0.00% | +1,232+119.6% | Added |
| Pinnacle Financial Partners Inc | 4,000 | $56.6K | 0.00% | +4,000 | New |
| The PNC Financial Services Group, Inc. | 4,386 | $62.1K | 0.00% | +239+5.8% | Added |
| Tower Research Capital LLC (TRC) | 4,451 | $63.0K | 0.00% | −3,760−45.8% | Reduced |
| Metropolitan Life Insurance Co | 4,579 | $64.8K | 0.00% | 00.0% | Unchanged |
| Impact Partnership Wealth, LLC | 6,070 | $85.9K | 0.03% | +6,070 | New |
| Ameritas Investment Partners, Inc. | 6,315 | $89.4K | 0.00% | 00.0% | Unchanged |
| Coppell Advisory Solutions LLC | 6,770 | $95.6K | 0.03% | +6,770 | New |
| KBC Group NV | 7,044 | $100.0K | 0.00% | 00.0% | Unchanged |
| PSI Advisors, LLC | 7,200 | $102.0K | 0.04% | 00.0% | Unchanged |
| Catalyst Capital Advisors LLC | 7,760 | $109.9K | 0.00% | +1,400+22.0% | Added |
| Lazard Asset Management LLC | 7,813 | $110.0K | 0.00% | +7,813 | New |
| Spire Wealth Management | 8,598 | $121.7K | 0.00% | 00.0% | Unchanged |
| Envestnet Asset Management Inc | 10,021 | $141.9K | 0.00% | +10,021 | New |
| Beacon Capital Management, LLC | 10,070 | $142.6K | 0.04% | −2,491−19.8% | Reduced |
| Virtue Capital Management, LLC | 10,310 | $143.8K | 0.02% | 00.0% | Unchanged |
| Quantbot Technologies LP | 10,203 | $144.5K | 0.01% | +10,203 | New |
| Amundi | 10,364 | $147.1K | 0.00% | +10,364 | New |
| Lazari Capital Management, Inc. | 11,387 | $161.2K | 0.09% | +11,387 | New |
| Public Employees Retirement Association of Colorado | 11,811 | $167.0K | 0.00% | 00.0% | Unchanged |
| Raleigh Capital Management Inc. | 12,095 | $171.3K | 0.09% | 00.0% | Unchanged |
| Castleview Partners, LLC | 12,208 | $172.9K | 0.16% | −3,258−21.1% | Reduced |
| Plotkin Financial Advisors, LLC | 12,235 | $173.2K | 0.14% | −2,007−14.1% | Reduced |
| Acorn Financial Advisory Services Inc | 12,425 | $175.9K | 0.03% | 00.0% | Unchanged |
| Strategic Blueprint, LLC | 12,527 | $177.4K | 0.02% | +82+0.7% | Added |
| Independent Wealth Network Inc. | 12,645 | $179.1K | 0.11% | −3,469−21.5% | Reduced |
| Belpointe Asset Management LLC | 12,767 | $180.8K | 0.02% | −15,512−54.9% | Reduced |
| Dark Forest Capital Management LP | 12,958 | $183.5K | 0.02% | +12,958 | New |
| ProShare Advisors LLC | 12,967 | $183.6K | 0.00% | +951+7.9% | Added |
| Safeguard Investment Advisory Group, LLC | 13,374 | $189.4K | 0.08% | 00.0% | Unchanged |
| Endowment Wealth Management, Inc. | 13,620 | $192.9K | 0.18% | +388+2.9% | Added |
| Fisher Asset Management, LLC | 13,883 | $196.6K | 0.00% | +578+4.3% | Added |
| Raymond James & Associates | 13,955 | $197.6K | 0.00% | −6,948−33.2% | Reduced |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 14,081 | $199.4K | 0.00% | 00.0% | Unchanged |
| Baird Financial Group, Inc. | 14,122 | $200.0K | 0.00% | −33−0.2% | Reduced |
| Mutual Advisors, LLC | 14,447 | $204.6K | 0.01% | +14,447 | New |
| Victory Capital Management Inc | 14,576 | $206.4K | 0.00% | −207−1.4% | Reduced |
| Mutual of America Capital Management LLC | 16,071 | $227.6K | 0.00% | −914−5.4% | Reduced |
| Cetera Advisor Networks LLC | 16,202 | $229.4K | 0.00% | +616+4.0% | Added |
| Jane Street Group, LLC | 17,172 | $243.2K | 0.00% | −14,117−45.1% | Reduced |
| STRS Ohio | 17,600 | $249.0K | 0.00% | 00.0% | Unchanged |
| Atomi Financial Group, Inc. | 18,210 | $257.9K | 0.12% | +8,007+78.5% | Added |
| Coastal Investment Advisors, Inc. | 18,614 | $263.6K | 0.06% | −185−1.0% | Reduced |
| United Capital Financial Advisers, LLC | 18,936 | $268.1K | 0.00% | −1,429−7.0% | Reduced |
| Golden Green, Inc. | 19,023 | $269.4K | 0.29% | +2,012+11.8% | Added |
| Gsa Capital Partners LLP | 19,202 | $272.0K | 0.03% | +19,202 | New |
| National Asset Management, Inc. | 19,654 | $285.3K | 0.01% | −742−3.6% | Reduced |
| Everence Capital Management Inc | 21,422 | $289.0K | 0.02% | 00.0% | Unchanged |
| Centaurus Financial, Inc. | 20,859 | $295.0K | 0.03% | −14,081−40.3% | Reduced |
| Triumph Capital Management | 20,768 | $301.4K | 0.14% | +20,768 | New |
| Calton & Associates, Inc. | 22,819 | $323.1K | 0.15% | +26+0.1% | Added |
| SEI Investments Co | 23,230 | $328.9K | 0.00% | +53+0.2% | Added |
| Arizona State Retirement System | 23,281 | $329.7K | 0.00% | −617−2.6% | Reduced |
| Magnus Financial Group LLC | 23,367 | $330.9K | 0.05% | +3,490+17.6% | Added |
| State Board of Administration of Florida Retirement System | 23,613 | $334.4K | 0.00% | −120−0.5% | Reduced |
| Money Concepts Capital Corp | 24,100 | $341.3K | 0.03% | −7,000−22.5% | Reduced |
| Commonwealth Equity Services, LLC | 24,219 | $343.0K | 0.00% | +265+1.1% | Added |
| Capital Investment Advisory Services, LLC | 24,655 | $349.1K | 0.03% | −677−2.7% | Reduced |
| Geneos Wealth Management Inc. | 24,685 | $349.5K | 0.02% | −22,858−48.1% | Reduced |
| Klingman & Associates, LLC | 25,030 | $354.4K | 0.03% | +4,066+19.4% | Added |
| Kalos Management, Inc. | 25,429 | $360.1K | 0.77% | −4,479−15.0% | Reduced |
| Oregon Public Employees Retirement Fund | 25,658 | $363.3K | 0.00% | −800−3.0% | Reduced |
| LSV Asset Management | 26,271 | $372.0K | 0.00% | 00.0% | Unchanged |
| Two Sigma Investments, LP | 26,400 | $373.8K | 0.00% | +26,400 | New |
| Ignite Planners, LLC | 27,414 | $381.1K | 0.15% | −1,164−4.1% | Reduced |
| Teachers Retirement System of the State of Kentucky | 27,184 | $385.0K | 0.00% | +1,458+5.7% | Added |
| Brookstone Capital Management | 27,915 | $388.0K | 0.01% | +1,706+6.5% | Added |
| Susquehanna International Group, LLP | 27,735 | $392.7K | 0.00% | −31,282−53.0% | Reduced |
| Copperleaf Capital, LLC | 28,367 | $401.7K | 0.38% | −3,600−11.3% | Reduced |
| Nisa Investment Advisors, LLC | 28,429 | $402.6K | 0.00% | −923−3.1% | Reduced |
| First Trust Advisors LP | 29,162 | $412.9K | 0.00% | −59,699−67.2% | Reduced |
| Penserra Capital Management LLC | 30,916 | $437.0K | 0.01% | +2,284+8.0% | Added |
| Vestcor Inc | 31,839 | $451.0K | 0.02% | +19,887+166.4% | Added |