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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, 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.

Institutional holdersQ2 2023: 181 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 heldQ2 2023: $691.0M
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, Q2 2023

Shares, value and share of portfolio for each institution holding Franklin BSP Realty Trust, Inc.; share changes are against Q1 2023.

Institutions holding FBRT in Q2 2023
InstitutionSharesValue% of portfolioChange in sharesAction
Magnus Financial Group LLC23,367$330.9K0.05%+3,490+17.6%Added
Arizona State Retirement System23,281$329.7K0.00%−617−2.6%Reduced
SEI Investments Co23,230$328.9K0.00%+53+0.2%Added
Calton & Associates, Inc.22,819$323.1K0.15%+26+0.1%Added
Triumph Capital Management20,768$301.4K0.14%+20,768New
Centaurus Financial, Inc.20,859$295.0K0.03%−14,081−40.3%Reduced
Everence Capital Management Inc21,422$289.0K0.02%00.0%Unchanged
National Asset Management, Inc.19,654$285.3K0.01%−742−3.6%Reduced
Gsa Capital Partners LLP19,202$272.0K0.03%+19,202New
Golden Green, Inc.19,023$269.4K0.29%+2,012+11.8%Added
United Capital Financial Advisers, LLC18,936$268.1K0.00%−1,429−7.0%Reduced
Coastal Investment Advisors, Inc.18,614$263.6K0.06%−185−1.0%Reduced
Atomi Financial Group, Inc.18,210$257.9K0.12%+8,007+78.5%Added
STRS Ohio17,600$249.0K0.00%00.0%Unchanged
Jane Street Group, LLC17,172$243.2K0.00%−14,117−45.1%Reduced
Cetera Advisor Networks LLC16,202$229.4K0.00%+616+4.0%Added
Mutual of America Capital Management LLC16,071$227.6K0.00%−914−5.4%Reduced
Victory Capital Management Inc14,576$206.4K0.00%−207−1.4%Reduced
Mutual Advisors, LLC14,447$204.6K0.01%+14,447New
Baird Financial Group, Inc.14,122$200.0K0.00%−33−0.2%Reduced
Zurcher Kantonalbank (Zurich Cantonalbank)14,081$199.4K0.00%00.0%Unchanged
Raymond James & Associates13,955$197.6K0.00%−6,948−33.2%Reduced
Fisher Asset Management, LLC13,883$196.6K0.00%+578+4.3%Added
Endowment Wealth Management, Inc.13,620$192.9K0.18%+388+2.9%Added
Safeguard Investment Advisory Group, LLC13,374$189.4K0.08%00.0%Unchanged
ProShare Advisors LLC12,967$183.6K0.00%+951+7.9%Added
Dark Forest Capital Management LP12,958$183.5K0.02%+12,958New
Belpointe Asset Management LLC12,767$180.8K0.02%−15,512−54.9%Reduced
Independent Wealth Network Inc.12,645$179.1K0.11%−3,469−21.5%Reduced
Strategic Blueprint, LLC12,527$177.4K0.02%+82+0.7%Added
Acorn Financial Advisory Services Inc12,425$175.9K0.03%00.0%Unchanged
Plotkin Financial Advisors, LLC12,235$173.2K0.14%−2,007−14.1%Reduced
Castleview Partners, LLC12,208$172.9K0.16%−3,258−21.1%Reduced
Raleigh Capital Management Inc.12,095$171.3K0.09%00.0%Unchanged
Public Employees Retirement Association of Colorado11,811$167.0K0.00%00.0%Unchanged
Lazari Capital Management, Inc.11,387$161.2K0.09%+11,387New
Amundi10,364$147.1K0.00%+10,364New
Quantbot Technologies LP10,203$144.5K0.01%+10,203New
Virtue Capital Management, LLC10,310$143.8K0.02%00.0%Unchanged
Beacon Capital Management, LLC10,070$142.6K0.04%−2,491−19.8%Reduced
Envestnet Asset Management Inc10,021$141.9K0.00%+10,021New
Spire Wealth Management8,598$121.7K0.00%00.0%Unchanged
Lazard Asset Management LLC7,813$110.0K0.00%+7,813New
Catalyst Capital Advisors LLC7,760$109.9K0.00%+1,400+22.0%Added
PSI Advisors, LLC7,200$102.0K0.04%00.0%Unchanged
KBC Group NV7,044$100.0K0.00%00.0%Unchanged
Coppell Advisory Solutions LLC6,770$95.6K0.03%+6,770New
Ameritas Investment Partners, Inc.6,315$89.4K0.00%00.0%Unchanged
Impact Partnership Wealth, LLC6,070$85.9K0.03%+6,070New
Metropolitan Life Insurance Co4,579$64.8K0.00%00.0%Unchanged
Tower Research Capital LLC (TRC)4,451$63.0K0.00%−3,760−45.8%Reduced
The PNC Financial Services Group, Inc.4,386$62.1K0.00%+239+5.8%Added
Pinnacle Financial Partners Inc4,000$56.6K0.00%+4,000New
FMR LLC2,262$32.0K0.00%+1,232+119.6%Added
GPS Wealth Strategies Group, LLC1,881$26.6K0.00%00.0%Unchanged
CWM, LLC1,839$26.0K0.00%+909+97.7%Added
Gradient Investments LLC1,684$23.8K0.00%00.0%Unchanged
Kenfarb & Co.1,644$23.3K0.02%00.0%Unchanged
Allspring Global Investments Holdings, LLC1,588$22.5K0.00%+1,588New
Northwestern Mutual Wealth Management Co1,521$21.5K0.00%+1,521New
Sound Income Strategies, LLC1,377$19.5K0.00%+1,377New
New England Capital Financial Advisors LLC1,363$19.3K0.01%+39+2.9%Added
Cullen/Frost Bankers, Inc.1,326$18.8K0.00%−1,326−50.0%Reduced
Quarry LP1,251$17.7K0.01%+1,251New
Northwest Capital Management Inc900$12.7K0.01%+900New
Baystate Wealth Management LLC698$9.88K0.00%00.0%Unchanged
EverSource Wealth Advisors, LLC691$9.79K0.00%−304−30.6%Reduced
Massmutual Trust Co FSB604$8.55K0.00%+604New
Versant Capital Management, Inc510$7.22K0.00%+376+280.6%Added
Fairfield, Bush & Co.493$6.98K0.00%+493New
Lee Financial Co351$4.97K0.00%00.0%Unchanged
Harbour Investments, Inc.328$4.64K0.00%00.0%Unchanged
First Horizon Advisors, Inc.277$3.92K0.00%00.0%Unchanged
Parkside Financial Bank & Trust133$1.88K0.00%+79+146.3%Added
Fifth Third Bancorp73$1.03K0.00%+73New
Bessemer Group Inc90$1.00K0.00%+90New
Farmers & Merchants Investments Inc55$7790.00%00.0%Unchanged
Quadrant Capital Group LLC36$5100.00%+36New
Carolinas Wealth Consulting LLC31$4500.00%−19−38.0%Reduced
Abound Wealth Management27$3830.00%+27New
Covestor Ltd7$00.00%−7−50.0%Reduced
Palo Alto Wealth Advisors, LLC0$00.00%−402,658−100.0%Sold out
Ergoteles LLC0$00.00%−50,000−100.0%Sold out
Ausdal Financial Partners, Inc.0$00.00%−43,509−100.0%Sold out
HRT Financial LP0$00.00%−23,021−100.0%Sold out
M Holdings Securities, Inc.0$00.00%−18,295−100.0%Sold out
DFPG Investments, LLC0$00.00%−12,474−100.0%Sold out
Sigma Planning Corp0$00.00%−12,142−100.0%Sold out
Bank of Montreal0$00.00%−11,059−100.0%Sold out
Kestra Advisory Services, LLC0$00.00%−10,839−100.0%Sold out
Squarepoint Ops LLC0$00.00%−10,623−100.0%Sold out
State of Wisconsin Investment Board0$00.00%−10,401−100.0%Sold out
PFG Advisors0$00.00%−10,304−100.0%Sold out
Blair William & Co0$00.00%−10,277−100.0%Sold out
Ameritas Advisory Services, LLC0$00.00%−6,367−100.0%Sold out
IFP Advisors, Inc0$00.00%−1,541−100.0%Sold out
Advisory Services Network, LLC0$00.00%−2,039−100.0%Sold out
TCI Wealth Advisors, Inc.0$00.00%−822−100.0%Sold out
Citadel Advisors LLC0$00.00%−699−100.0%Sold out
Sandy Spring Bank0$00.00%−400−100.0%Sold out