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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, Q4 2023

Institutional positions in Franklin BSP Realty Trust, Inc. as of Dec 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
182
−1 vs. Q3 2023
Shares held
49.3M
+838.7K (+1.7%) vs. Q3 2023
Total value
$667.0M
+$24.5M (+3.8%) vs. Q3 2023
New holders
25
59 more added
Sold out
26
64 more reduced

2 institutions that held it in Q3 2023 haven't filed for Q4 2023 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.

Compare with Q3 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 holdersQ4 2023: 182 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 heldQ4 2023: $667.0M
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, Q4 2023

Shares, value and share of portfolio for each institution holding Franklin BSP Realty Trust, Inc.; share changes are against Q3 2023.

Institutions holding FBRT in Q4 2023
InstitutionSharesValue% of portfolioChange in sharesAction
BlackRock Inc.14,062,648$190.0M0.00%+401,583+2.9%Added
Vanguard Group Inc8,925,303$120.6M0.00%−1,1780.0%Reduced
State Street Corp3,231,906$44.8M0.00%+93,106+3.0%Added
Franklin Resources Inc2,597,586$35.1M0.02%−980.0%Reduced
Cliffwater LLC2,196,171$29.7M8.48%−76,777−3.4%Reduced
Geode Capital Management, LLC1,802,489$24.4M0.00%+87,932+5.1%Added
Northern Trust Corp1,168,429$15.8M0.00%−10,317−0.9%Reduced
Invesco Ltd.845,472$11.4M0.00%+315,462+59.5%Added
Bank of New York Mellon Corp686,425$9.27M0.00%−26,531−3.7%Reduced
Charles Schwab Investment Management Inc670,299$9.06M0.00%+11,998+1.8%Added
Strong Tower Advisory Services639,870$8.64M3.83%+31,706+5.2%Added
Morgan Stanley627,428$8.48M0.00%+164,399+35.5%Added
Neuberger Berman Group LLC599,857$8.10M0.01%00.0%Unchanged
Orchard Capital Managment, LLC582,132$7.86M2.46%+30,321+5.5%Added
Mariner, LLC580,059$7.84M0.02%+153,658+36.0%Added
Mirae Asset Global Investments Co., Ltd.534,473$7.22M0.01%−17,311−3.1%Reduced
Van Eck Associates Corp490,114$6.62M0.01%+6,312+1.3%Added
Principal Financial Group Inc427,987$5.78M0.00%−15,617−3.5%Reduced
Great Lakes Advisors, LLC363,147$4.91M0.05%−5,780−1.6%Reduced
Renaissance Technologies LLC331,900$4.48M0.01%−47,600−12.5%Reduced
Ameriprise Financial Inc310,956$4.20M0.00%−17,696−5.4%Reduced
Rhumbline Advisers261,977$3.54M0.00%−3,124−1.2%Reduced
Legal & General Group Plc251,608$3.40M0.00%+28,155+12.6%Added
JPMorgan Chase & Co242,235$3.27M0.00%+32,495+15.5%Added
AE Wealth Management LLC235,744$3.15M0.02%+29,432+14.3%Added
Independent Financial Group, LLC222,355$3.00M0.16%+20,025+9.9%Added
Financial Management Network Inc209,802$2.80M0.82%−2,505−1.2%Reduced
Nuveen Asset Management, LLC204,756$2.77M0.00%+2,194+1.1%Added
Price T Rowe Associates Inc190,266$2.57M0.00%+2,157+1.1%Added
Jefferies Financial Group Inc.180,595$2.44M0.04%−128,116−41.5%Reduced
Goldman Sachs Group Inc176,233$2.38M0.00%+13,473+8.3%Added
AXS Investments LLC175,304$2.37M0.57%−9,489−5.1%Reduced
Public Sector Pension Investment Board170,317$2.30M0.02%+68,705+67.6%Added
Swiss National Bank162,033$2.19M0.00%−18,400−10.2%Reduced
First Trust Advisors LP151,603$2.05M0.00%−35,426−18.9%Reduced
Prudential Financial Inc149,199$2.02M0.00%+19,430+15.0%Added
Shorepoint Capital Partners LLC139,000$1.88M0.50%00.0%Unchanged
UBS Group AG137,391$1.86M0.00%+116,073+544.5%Added
Bank of America Corp133,230$1.80M0.00%+19,552+17.2%Added
Penn Mutual Asset Management, LLC133,156$1.80M1.39%−50,000−27.3%Reduced
Barclays PLC130,529$1.76M0.00%+82,983+174.5%Added
Atria Wealth Solutions, Inc.106,013$1.43M0.02%−2,678−2.5%Reduced
Advisor Group Holdings, Inc.104,922$1.42M0.00%−133,397−56.0%Reduced
Schechter Investment Advisors, LLC100,584$1.36M0.12%00.0%Unchanged
UBS Asset Management Americas Inc94,482$1.28M0.00%00.0%Unchanged
Alliancebernstein L.P.88,608$1.20M0.00%−178−0.2%Reduced
California State Teachers Retirement System86,928$1.17M0.00%−4,162−4.6%Reduced
Gabelli Funds LLC84,099$1.14M0.01%+33,567+66.4%Added
Credit Suisse AG78,335$1.06M0.00%+642+0.8%Added
Newbridge Financial Services Group, Inc.77,311$1.04M0.51%−4,470−5.5%Reduced
Arete Wealth Advisors, LLC75,827$1.02M0.08%−929−1.2%Reduced
Teacher Retirement System of Texas73,530$993.0K0.01%+21,557+41.5%Added
Thrivent Financial for Lutherans73,133$988.0K0.00%−2,073−2.8%Reduced
Voya Investment Management LLC71,153$961.3K0.00%+5,495+8.4%Added
Texas Permanent School Fund70,868$957.4K0.01%+1,078+1.5%Added
Qube Research & Technologies Ltd67,593$913.2K0.00%+67,593New
New York State Common Retirement Fund64,188$867.2K0.00%+29,339+84.2%Added
Cetera Investment Advisers61,067$825.0K0.01%−48,758−44.4%Reduced
New York State Teachers Retirement System58,510$790.0K0.00%+5,215+9.8%Added
Allworth Financial LP58,397$788.9K0.01%−1,095−1.8%Reduced
Royal Bank of Canada55,263$747.0K0.00%+8,560+18.3%Added
Citigroup Inc52,146$704.5K0.00%+16,953+48.2%Added
State of Alaska, Department of Revenue50,492$682.0K0.01%−694−1.4%Reduced
Quest Partners LLC47,705$644.5K0.14%+47,705New
LPL Financial LLC47,611$643.2K0.00%−13,542−22.1%Reduced
Illinois Municipal Retirement Fund47,579$643.0K0.01%−1,137−2.3%Reduced
Millennium Management LLC47,026$635.3K0.00%−6,559−12.2%Reduced
Balyasny Asset Management LLC46,940$634.2K0.00%+46,940New
State of Tennessee, Treasury Department46,464$627.7K0.00%−1,158−2.4%Reduced
Prime Capital Investment Advisors, LLC45,589$615.9K0.01%+45,589New
Penserra Capital Management LLC45,240$611.0K0.01%+9,872+27.9%Added
American International Group, Inc.45,203$610.7K0.00%−383−0.8%Reduced
MetLife Investment Management44,991$607.8K0.00%00.0%Unchanged
Connor, Clark & Lunn Investment Management Ltd.42,518$574.4K0.00%+20,515+93.2%Added
Creative Planning41,936$566.6K0.00%−1,281−3.0%Reduced
Integrated Advisors Network LLC41,427$559.7K0.03%00.0%Unchanged
Citadel Advisors LLC41,337$558.5K0.00%+41,337New
Louisiana State Employees Retirement System41,100$555.3K0.01%−700−1.7%Reduced
Deutsche Bank AG41,030$554.3K0.00%−890−2.1%Reduced
Yousif Capital Management, LLC40,604$548.6K0.01%+25+0.1%Added
Jane Street Group, LLC40,230$543.5K0.00%+24,309+152.7%Added
Manufacturers Life Insurance Company, The39,849$538.4K0.00%−737−1.8%Reduced
Comerica Bank38,706$522.9K0.00%−139−0.4%Reduced
Cambridge Investment Research Advisors, Inc.37,672$509.0K0.00%−9,788−20.6%Reduced
Janus Henderson Group PLC36,537$493.8K0.00%−62−0.2%Reduced
Cetera Advisor Networks LLC34,937$472.0K0.00%+7,244+26.2%Added
Cetera Advisors LLC32,846$443.8K0.01%+123+0.4%Added
Vestcor Inc31,839$430.0K0.01%00.0%Unchanged
Retirement Financial Solutions, LLC31,789$429.5K0.24%+1,184+3.9%Added
Susquehanna International Group, LLP31,676$427.9K0.00%+1,304+4.3%Added
Wells Fargo & Company30,223$408.3K0.00%+1,946+6.9%Added
Amalgamated Bank29,805$403.0K0.00%−2,345−7.3%Reduced
Maryland State Retirement & Pension System29,829$403.0K0.01%−452−1.5%Reduced
Tower Research Capital LLC (TRC)29,220$394.8K0.00%+441+1.5%Added
Allianz Asset Management GmbH28,860$389.9K0.00%+28,860New
Teachers Retirement System of the State of Kentucky27,184$367.0K0.00%00.0%Unchanged
Centaurus Financial, Inc.27,026$365.0K0.03%−2,217−7.6%Reduced
Ignite Planners, LLC26,882$364.5K0.11%−496−1.8%Reduced
Nisa Investment Advisors, LLC26,938$363.9K0.00%−3,082−10.3%Reduced
Money Concepts Capital Corp26,475$357.7K0.03%+3,275+14.1%Added