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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, Q3 2023

Institutional positions in Franklin BSP Realty Trust, Inc. as of Sep 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
185
+4 vs. Q2 2023
Shares held
48.5M
−265.2K (−0.5%) vs. Q2 2023
Total value
$642.8M
−$48.3M (−7.0%) vs. Q2 2023
New holders
19
65 more added
Sold out
15
63 more reduced

Compare with Q2 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 holdersQ3 2023: 185 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 heldQ3 2023: $642.8M
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, Q3 2023

Shares, value and share of portfolio for each institution holding Franklin BSP Realty Trust, Inc.; share changes are against Q2 2023.

Institutions holding FBRT in Q3 2023
InstitutionSharesValue% of portfolioChange in sharesAction
Covestor Ltd6$00.00%−1−14.3%Reduced
Abound Wealth Management27$3580.00%00.0%Unchanged
Carolinas Wealth Consulting LLC34$4310.00%+3+9.7%Added
Quadrant Capital Group LLC36$4770.00%00.0%Unchanged
Parkside Financial Bank & Trust54$7150.00%−79−59.4%Reduced
Farmers & Merchants Investments Inc55$7280.00%00.0%Unchanged
Fifth Third Bancorp73$9670.00%00.0%Unchanged
Bessemer Group Inc90$1.00K0.00%00.0%Unchanged
Impact Partnership Wealth, LLC135$1.79K0.00%−5,935−97.8%Reduced
West Tower Group, LLC210$2.78K0.00%+210New
Versant Capital Management, Inc283$3.75K0.00%−227−44.5%Reduced
Harbour Investments, Inc.328$4.34K0.00%00.0%Unchanged
Lee Financial Co351$4.65K0.00%00.0%Unchanged
Gradient Investments LLC548$7.26K0.00%−1,136−67.5%Reduced
Coppell Advisory Solutions LLC599$7.73K0.00%−6,171−91.2%Reduced
Massmutual Trust Co FSB604$8.00K0.00%00.0%Unchanged
EverSource Wealth Advisors, LLC691$9.15K0.00%00.0%Unchanged
Baystate Wealth Management LLC698$9.24K0.00%00.0%Unchanged
Northwest Capital Management Inc900$11.9K0.00%00.0%Unchanged
New England Capital Financial Advisors LLC1,398$18.5K0.01%+35+2.6%Added
Kenfarb & Co.1,644$21.8K0.02%00.0%Unchanged
Horizon Investments, LLC1,729$22.9K0.00%+1,729New
CWM, LLC1,830$24.0K0.00%−9−0.5%Reduced
GPS Wealth Strategies Group, LLC1,881$24.9K0.00%00.0%Unchanged
FMR LLC2,202$29.2K0.00%−60−2.7%Reduced
KBC Group NV3,076$41.0K0.00%−3,968−56.3%Reduced
Quarry LP3,614$47.8K0.03%+2,363+188.9%Added
The PNC Financial Services Group, Inc.3,847$50.9K0.00%−539−12.3%Reduced
Semmax Financial Advisors Inc.4,300$55.3K0.02%+4,300New
Metropolitan Life Insurance Co4,845$64.1K0.00%+266+5.8%Added
Allspring Global Investments Holdings, LLC6,041$80.0K0.00%+4,453+280.4%Added
Catalyst Capital Advisors LLC6,990$92.5K0.00%−770−9.9%Reduced
PSI Advisors, LLC7,200$95.3K0.04%00.0%Unchanged
Ameritas Investment Partners, Inc.8,265$109.4K0.00%+1,950+30.9%Added
Spire Wealth Management8,598$113.8K0.00%00.0%Unchanged
Lazard Asset Management LLC8,934$118.0K0.00%+1,121+14.3%Added
Amundi10,364$130.6K0.00%00.0%Unchanged
Fisher Asset Management, LLC10,037$132.9K0.00%−3,846−27.7%Reduced
Beacon Capital Management, LLC10,070$142.6K0.04%00.0%Unchanged
Virtue Capital Management, LLC10,310$143.8K0.02%00.0%Unchanged
Acorn Financial Advisory Services Inc11,273$149.3K0.03%−1,152−9.3%Reduced
Lazari Capital Management, Inc.11,387$150.8K0.09%00.0%Unchanged
Wealth Enhancement Advisory Services, LLC11,437$151.4K0.00%+11,437New
SageView Advisory Group, LLC11,550$152.9K0.01%+11,550New
HRT Financial LP11,782$155.0K0.00%+11,782New
Plotkin Financial Advisors, LLC11,755$155.6K0.14%−480−3.9%Reduced
Public Employees Retirement Association of Colorado11,811$156.0K0.00%00.0%Unchanged
Raleigh Capital Management Inc.12,195$161.5K0.08%+100+0.8%Added
Castleview Partners, LLC12,208$161.6K0.15%00.0%Unchanged
ProShare Advisors LLC12,636$167.3K0.00%−331−2.6%Reduced
Independent Wealth Network Inc.12,688$168.0K0.10%+43+0.3%Added
Belpointe Asset Management LLC12,767$169.0K0.02%00.0%Unchanged
Graham Capital Management, L.P.13,010$172.3K0.01%+13,010New
Atlas Private Wealth Advisors13,369$177.0K0.03%+13,369New
Safeguard Investment Advisory Group, LLC13,374$177.1K0.08%00.0%Unchanged
Strategic Blueprint, LLC13,505$178.8K0.02%+978+7.8%Added
Endowment Wealth Management, Inc.13,974$185.0K0.17%+354+2.6%Added
Zurcher Kantonalbank (Zurich Cantonalbank)14,081$186.4K0.00%00.0%Unchanged
Mutual of America Capital Management LLC14,409$190.8K0.00%−1,662−10.3%Reduced
Victory Capital Management Inc14,578$193.0K0.00%+20.0%Added
Mutual Advisors, LLC15,117$200.1K0.01%+670+4.6%Added
Jane Street Group, LLC15,921$210.8K0.00%−1,251−7.3%Reduced
Coastal Investment Advisors, Inc.15,604$221.0K0.05%−3,010−16.2%Reduced
ExodusPoint Capital Management, LP17,410$231.0K0.00%+17,410New
STRS Ohio17,600$233.0K0.00%00.0%Unchanged
State of Wyoming17,928$237.4K0.05%+17,928New
Copperleaf Capital, LLC20,199$267.4K0.29%−8,168−28.8%Reduced
National Asset Management, Inc.19,835$269.7K0.01%+181+0.9%Added
Dark Forest Capital Management LP20,744$274.7K0.02%+7,786+60.1%Added
Golden Green, Inc.21,256$281.4K0.29%+2,233+11.7%Added
UBS Group AG21,318$282.3K0.00%−95,151−81.7%Reduced
Triumph Capital Management20,768$282.3K0.13%00.0%Unchanged
Everence Capital Management Inc21,422$284.0K0.02%00.0%Unchanged
Atomi Financial Group, Inc.21,670$286.9K0.10%+3,460+19.0%Added
Squarepoint Ops LLC21,897$289.9K0.00%+21,897New
Connor, Clark & Lunn Investment Management Ltd.22,003$291.3K0.00%+22,003New
Money Concepts Capital Corp23,200$307.2K0.03%−900−3.7%Reduced
Magnus Financial Group LLC23,367$309.4K0.05%00.0%Unchanged
Arizona State Retirement System23,428$310.2K0.00%+147+0.6%Added
SEI Investments Co23,546$311.7K0.00%+316+1.4%Added
State Board of Administration of Florida Retirement System23,743$314.4K0.00%+130+0.6%Added
Commonwealth Equity Services, LLC23,943$317.0K0.00%−276−1.1%Reduced
Arkadios Wealth Advisors24,240$320.9K0.03%−13,354−35.5%Reduced
Oregon Public Employees Retirement Fund24,458$323.8K0.00%−1,200−4.7%Reduced
Klingman & Associates, LLC25,242$334.2K0.03%+212+0.8%Added
State of Wisconsin Investment Board25,264$334.5K0.00%+25,264New
Brookstone Capital Management27,225$340.9K0.01%−690−2.5%Reduced
LSV Asset Management26,271$348.0K0.00%00.0%Unchanged
Ignite Planners, LLC27,378$357.8K0.11%−36−0.1%Reduced
Teachers Retirement System of the State of Kentucky27,184$360.0K0.00%00.0%Unchanged
Geneos Wealth Management Inc.27,295$361.4K0.02%+2,610+10.6%Added
Cetera Advisor Networks LLC27,693$366.7K0.00%+11,491+70.9%Added
Wells Fargo & Company28,277$374.4K0.00%−26,739−48.6%Reduced
Tower Research Capital LLC (TRC)28,779$381.0K0.01%+24,328+546.6%Added
Centaurus Financial, Inc.29,243$387.0K0.03%+8,384+40.2%Added
Nisa Investment Advisors, LLC30,020$397.5K0.00%+1,591+5.6%Added
Maryland State Retirement & Pension System30,281$400.9K0.01%−1,776−5.5%Reduced
Susquehanna International Group, LLP30,372$402.1K0.00%+2,637+9.5%Added
Retirement Financial Solutions, LLC30,605$405.2K0.27%−9,379−23.5%Reduced
Capital Investment Advisory Services, LLC31,542$417.6K0.04%+6,887+27.9%Added