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.
| 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, Q4 2023
Shares, value and share of portfolio for each institution holding Franklin BSP Realty Trust, Inc.; share changes are against Q3 2023.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Covestor Ltd | 6 | $0 | 0.00% | 00.0% | Unchanged |
| Abound Wealth Management | 27 | $365 | 0.00% | 00.0% | Unchanged |
| Carolinas Wealth Consulting LLC | 34 | $474 | 0.00% | 00.0% | Unchanged |
| Huntington National Bank | 43 | $581 | 0.00% | +43 | New |
| Parkside Financial Bank & Trust | 54 | $730 | 0.00% | 00.0% | Unchanged |
| Farmers & Merchants Investments Inc | 55 | $743 | 0.00% | 00.0% | Unchanged |
| Fifth Third Bancorp | 73 | $986 | 0.00% | 00.0% | Unchanged |
| Impact Partnership Wealth, LLC | 135 | $1.82K | 0.00% | 00.0% | Unchanged |
| GAMMA Investing LLC | 229 | $2.94K | 0.00% | +229 | New |
| Benjamin F. Edwards & Company, Inc. | 252 | $3.00K | 0.00% | +252 | New |
| Harbour Investments, Inc. | 328 | $4.43K | 0.00% | 00.0% | Unchanged |
| GWM Advisors LLC | 351 | $4.74K | 0.00% | +351 | New |
| Rothschild Investment LLC | 361 | $4.88K | 0.00% | +361 | New |
| Farther Finance Advisors, LLC | 374 | $5.05K | 0.00% | +374 | New |
| Global Retirement Partners, LLC | 465 | $6.16K | 0.00% | +465 | New |
| Fairfield, Bush & Co. | 493 | $6.66K | 0.00% | +493 | New |
| Gradient Investments LLC | 548 | $7.40K | 0.00% | 00.0% | Unchanged |
| AJOVista, LLC | 584 | $7.89K | 0.01% | +584 | New |
| EverSource Wealth Advisors, LLC | 691 | $9.34K | 0.00% | 00.0% | Unchanged |
| Baystate Wealth Management LLC | 698 | $9.43K | 0.00% | 00.0% | Unchanged |
| CWM, LLC | 756 | $10.0K | 0.00% | −1,074−58.7% | Reduced |
| New England Capital Financial Advisors LLC | 1,437 | $19.4K | 0.01% | +39+2.8% | Added |
| Advisory Services Network, LLC | 1,707 | $23.1K | 0.00% | +1,707 | New |
| FMR LLC | 2,153 | $29.1K | 0.00% | −49−2.2% | Reduced |
| Allspring Global Investments Holdings, LLC | 2,669 | $36.1K | 0.00% | −3,372−55.8% | Reduced |
| EntryPoint Capital, LLC | 3,011 | $40.7K | 0.04% | +3,011 | New |
| KBC Group NV | 3,076 | $42.0K | 0.00% | 00.0% | Unchanged |
| Semmax Financial Advisors Inc. | 4,300 | $52.3K | 0.02% | 00.0% | Unchanged |
| The PNC Financial Services Group, Inc. | 3,995 | $54.0K | 0.00% | +148+3.8% | Added |
| Metropolitan Life Insurance Co | 4,845 | $65.5K | 0.00% | 00.0% | Unchanged |
| Lazard Asset Management LLC | 6,530 | $88.0K | 0.00% | −2,404−26.9% | Reduced |
| PSI Advisors, LLC | 7,200 | $97.3K | 0.04% | 00.0% | Unchanged |
| Ameritas Investment Partners, Inc. | 8,265 | $111.7K | 0.00% | 00.0% | Unchanged |
| Spire Wealth Management | 8,598 | $115.6K | 0.00% | 00.0% | Unchanged |
| Castleview Partners, LLC | 9,088 | $122.8K | 0.09% | −3,120−25.6% | Reduced |
| Amundi | 10,364 | $139.7K | 0.00% | 00.0% | Unchanged |
| Aptus Capital Advisors, LLC | 10,533 | $142.3K | 0.00% | +10,533 | New |
| Wealth Enhancement Advisory Services, LLC | 10,597 | $143.2K | 0.00% | −840−7.3% | Reduced |
| Beacon Capital Management, LLC | 11,607 | $153.7K | 0.04% | +1,537+15.3% | Added |
| Plotkin Financial Advisors, LLC | 11,407 | $154.1K | 0.12% | −348−3.0% | Reduced |
| Public Employees Retirement Association of Colorado | 11,811 | $160.0K | 0.00% | 00.0% | Unchanged |
| Tyche Wealth Partners LLC | 11,968 | $161.7K | 0.04% | +11,968 | New |
| Independent Wealth Network Inc. | 11,986 | $161.9K | 0.09% | −702−5.5% | Reduced |
| Raleigh Capital Management Inc. | 12,295 | $166.1K | 0.08% | +100+0.8% | Added |
| Capital Investment Advisory Services, LLC | 12,994 | $175.5K | 0.02% | −18,548−58.8% | Reduced |
| Sollinda Capital Management LLC | 12,994 | $175.5K | 0.05% | +12,994 | New |
| Safeguard Investment Advisory Group, LLC | 13,374 | $180.7K | 0.07% | 00.0% | Unchanged |
| Strategic Blueprint, LLC | 13,587 | $183.6K | 0.02% | +82+0.6% | Added |
| Endowment Wealth Management, Inc. | 14,357 | $194.0K | 0.16% | +383+2.7% | Added |
| Mutual of America Capital Management LLC | 14,365 | $194.1K | 0.00% | −44−0.3% | Reduced |
| Two Sigma Investments, LP | 14,725 | $198.9K | 0.00% | +14,725 | New |
| Raymond James & Associates | 15,332 | $207.1K | 0.00% | +15,332 | New |
| Engineers Gate Manager LP | 15,468 | $209.0K | 0.01% | +15,468 | New |
| ProShare Advisors LLC | 15,589 | $210.6K | 0.00% | +2,953+23.4% | Added |
| Atomi Financial Group, Inc. | 16,584 | $224.1K | 0.03% | −5,086−23.5% | Reduced |
| Victory Capital Management Inc | 16,828 | $227.3K | 0.00% | +2,250+15.4% | Added |
| Copperleaf Capital, LLC | 17,074 | $230.7K | 0.23% | −3,125−15.5% | Reduced |
| STRS Ohio | 17,600 | $237.0K | 0.00% | 00.0% | Unchanged |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 17,710 | $239.3K | 0.00% | −37,252−67.8% | Reduced |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 18,327 | $247.6K | 0.00% | +4,246+30.2% | Added |
| Graham Capital Management, L.P. | 18,531 | $250.4K | 0.01% | +5,521+42.4% | Added |
| Coastal Investment Advisors, Inc. | 18,614 | $251.5K | 0.06% | +3,010+19.3% | Added |
| Calton & Associates, Inc. | 18,719 | $252.9K | 0.10% | +18,719 | New |
| Mutual Advisors, LLC | 19,698 | $266.1K | 0.01% | +4,581+30.3% | Added |
| State of Wyoming | 20,023 | $270.5K | 0.05% | +2,095+11.7% | Added |
| SageView Advisory Group, LLC | 20,768 | $275.2K | 0.01% | +9,218+79.8% | Added |
| National Asset Management, Inc. | 20,037 | $277.8K | 0.01% | +202+1.0% | Added |
| Arkadios Wealth Advisors | 21,127 | $285.4K | 0.02% | −3,113−12.8% | Reduced |
| Triumph Capital Management | 20,768 | $287.9K | 0.12% | 00.0% | Unchanged |
| Everence Capital Management Inc | 21,422 | $289.0K | 0.02% | 00.0% | Unchanged |
| SEI Investments Co | 22,261 | $300.7K | 0.00% | −1,285−5.5% | Reduced |
| Commonwealth Equity Services, LLC | 22,686 | $306.0K | 0.00% | −1,257−5.2% | Reduced |
| Coppell Advisory Solutions LLC | 22,682 | $306.4K | 0.06% | +22,083+3,686.6% | Added |
| Arizona State Retirement System | 22,981 | $310.5K | 0.00% | −447−1.9% | Reduced |
| Magnus Financial Group LLC | 23,367 | $315.7K | 0.04% | 00.0% | Unchanged |
| D. E. Shaw & Co., Inc. | 23,633 | $319.3K | 0.00% | +23,633 | New |
| State Board of Administration of Florida Retirement System | 23,743 | $320.8K | 0.00% | 00.0% | Unchanged |
| Oregon Public Employees Retirement Fund | 23,958 | $323.7K | 0.01% | −500−2.0% | Reduced |
| Brookstone Capital Management | 25,199 | $340.4K | 0.01% | −2,026−7.4% | Reduced |
| Geneos Wealth Management Inc. | 25,295 | $341.7K | 0.02% | −2,000−7.3% | Reduced |
| Klingman & Associates, LLC | 25,469 | $344.1K | 0.03% | +227+0.9% | Added |
| LSV Asset Management | 26,271 | $355.0K | 0.00% | 00.0% | Unchanged |
| Money Concepts Capital Corp | 26,475 | $357.7K | 0.03% | +3,275+14.1% | Added |
| Nisa Investment Advisors, LLC | 26,938 | $363.9K | 0.00% | −3,082−10.3% | Reduced |
| Ignite Planners, LLC | 26,882 | $364.5K | 0.11% | −496−1.8% | Reduced |
| Centaurus Financial, Inc. | 27,026 | $365.0K | 0.03% | −2,217−7.6% | Reduced |
| Teachers Retirement System of the State of Kentucky | 27,184 | $367.0K | 0.00% | 00.0% | Unchanged |
| Allianz Asset Management GmbH | 28,860 | $389.9K | 0.00% | +28,860 | New |
| Tower Research Capital LLC (TRC) | 29,220 | $394.8K | 0.00% | +441+1.5% | Added |
| Maryland State Retirement & Pension System | 29,829 | $403.0K | 0.01% | −452−1.5% | Reduced |
| Amalgamated Bank | 29,805 | $403.0K | 0.00% | −2,345−7.3% | Reduced |
| Wells Fargo & Company | 30,223 | $408.3K | 0.00% | +1,946+6.9% | Added |
| Susquehanna International Group, LLP | 31,676 | $427.9K | 0.00% | +1,304+4.3% | Added |
| Retirement Financial Solutions, LLC | 31,789 | $429.5K | 0.24% | +1,184+3.9% | Added |
| Vestcor Inc | 31,839 | $430.0K | 0.01% | 00.0% | Unchanged |
| Cetera Advisors LLC | 32,846 | $443.8K | 0.01% | +123+0.4% | Added |
| Cetera Advisor Networks LLC | 34,937 | $472.0K | 0.00% | +7,244+26.2% | Added |
| Janus Henderson Group PLC | 36,537 | $493.8K | 0.00% | −62−0.2% | Reduced |
| Cambridge Investment Research Advisors, Inc. | 37,672 | $509.0K | 0.00% | −9,788−20.6% | Reduced |
| Comerica Bank | 38,706 | $522.9K | 0.00% | −139−0.4% | Reduced |