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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
Manufacturers Life Insurance Company, The39,849$538.4K0.00%−737−1.8%Reduced
Jane Street Group, LLC40,230$543.5K0.00%+24,309+152.7%Added
Yousif Capital Management, LLC40,604$548.6K0.01%+25+0.1%Added
Deutsche Bank AG41,030$554.3K0.00%−890−2.1%Reduced
Louisiana State Employees Retirement System41,100$555.3K0.01%−700−1.7%Reduced
Citadel Advisors LLC41,337$558.5K0.00%+41,337New
Integrated Advisors Network LLC41,427$559.7K0.03%00.0%Unchanged
Creative Planning41,936$566.6K0.00%−1,281−3.0%Reduced
Connor, Clark & Lunn Investment Management Ltd.42,518$574.4K0.00%+20,515+93.2%Added
MetLife Investment Management44,991$607.8K0.00%00.0%Unchanged
American International Group, Inc.45,203$610.7K0.00%−383−0.8%Reduced
Penserra Capital Management LLC45,240$611.0K0.01%+9,872+27.9%Added
Prime Capital Investment Advisors, LLC45,589$615.9K0.01%+45,589New
State of Tennessee, Treasury Department46,464$627.7K0.00%−1,158−2.4%Reduced
Balyasny Asset Management LLC46,940$634.2K0.00%+46,940New
Millennium Management LLC47,026$635.3K0.00%−6,559−12.2%Reduced
Illinois Municipal Retirement Fund47,579$643.0K0.01%−1,137−2.3%Reduced
LPL Financial LLC47,611$643.2K0.00%−13,542−22.1%Reduced
Quest Partners LLC47,705$644.5K0.14%+47,705New
State of Alaska, Department of Revenue50,492$682.0K0.01%−694−1.4%Reduced
Citigroup Inc52,146$704.5K0.00%+16,953+48.2%Added
Royal Bank of Canada55,263$747.0K0.00%+8,560+18.3%Added
Allworth Financial LP58,397$788.9K0.01%−1,095−1.8%Reduced
New York State Teachers Retirement System58,510$790.0K0.00%+5,215+9.8%Added
Cetera Investment Advisers61,067$825.0K0.01%−48,758−44.4%Reduced
New York State Common Retirement Fund64,188$867.2K0.00%+29,339+84.2%Added
Qube Research & Technologies Ltd67,593$913.2K0.00%+67,593New
Texas Permanent School Fund70,868$957.4K0.01%+1,078+1.5%Added
Voya Investment Management LLC71,153$961.3K0.00%+5,495+8.4%Added
Thrivent Financial for Lutherans73,133$988.0K0.00%−2,073−2.8%Reduced
Teacher Retirement System of Texas73,530$993.0K0.01%+21,557+41.5%Added
Arete Wealth Advisors, LLC75,827$1.02M0.08%−929−1.2%Reduced
Newbridge Financial Services Group, Inc.77,311$1.04M0.51%−4,470−5.5%Reduced
Credit Suisse AG78,335$1.06M0.00%+642+0.8%Added
Gabelli Funds LLC84,099$1.14M0.01%+33,567+66.4%Added
California State Teachers Retirement System86,928$1.17M0.00%−4,162−4.6%Reduced
Alliancebernstein L.P.88,608$1.20M0.00%−178−0.2%Reduced
UBS Asset Management Americas Inc94,482$1.28M0.00%00.0%Unchanged
Schechter Investment Advisors, LLC100,584$1.36M0.12%00.0%Unchanged
Advisor Group Holdings, Inc.104,922$1.42M0.00%−133,397−56.0%Reduced
Atria Wealth Solutions, Inc.106,013$1.43M0.02%−2,678−2.5%Reduced
Barclays PLC130,529$1.76M0.00%+82,983+174.5%Added
Penn Mutual Asset Management, LLC133,156$1.80M1.39%−50,000−27.3%Reduced
Bank of America Corp133,230$1.80M0.00%+19,552+17.2%Added
UBS Group AG137,391$1.86M0.00%+116,073+544.5%Added
Shorepoint Capital Partners LLC139,000$1.88M0.50%00.0%Unchanged
Prudential Financial Inc149,199$2.02M0.00%+19,430+15.0%Added
First Trust Advisors LP151,603$2.05M0.00%−35,426−18.9%Reduced
Swiss National Bank162,033$2.19M0.00%−18,400−10.2%Reduced
Public Sector Pension Investment Board170,317$2.30M0.02%+68,705+67.6%Added
AXS Investments LLC175,304$2.37M0.57%−9,489−5.1%Reduced
Goldman Sachs Group Inc176,233$2.38M0.00%+13,473+8.3%Added
Jefferies Financial Group Inc.180,595$2.44M0.04%−128,116−41.5%Reduced
Price T Rowe Associates Inc190,266$2.57M0.00%+2,157+1.1%Added
Nuveen Asset Management, LLC204,756$2.77M0.00%+2,194+1.1%Added
Financial Management Network Inc209,802$2.80M0.82%−2,505−1.2%Reduced
Independent Financial Group, LLC222,355$3.00M0.16%+20,025+9.9%Added
AE Wealth Management LLC235,744$3.15M0.02%+29,432+14.3%Added
JPMorgan Chase & Co242,235$3.27M0.00%+32,495+15.5%Added
Legal & General Group Plc251,608$3.40M0.00%+28,155+12.6%Added
Rhumbline Advisers261,977$3.54M0.00%−3,124−1.2%Reduced
Ameriprise Financial Inc310,956$4.20M0.00%−17,696−5.4%Reduced
Renaissance Technologies LLC331,900$4.48M0.01%−47,600−12.5%Reduced
Great Lakes Advisors, LLC363,147$4.91M0.05%−5,780−1.6%Reduced
Principal Financial Group Inc427,987$5.78M0.00%−15,617−3.5%Reduced
Van Eck Associates Corp490,114$6.62M0.01%+6,312+1.3%Added
Mirae Asset Global Investments Co., Ltd.534,473$7.22M0.01%−17,311−3.1%Reduced
Mariner, LLC580,059$7.84M0.02%+153,658+36.0%Added
Orchard Capital Managment, LLC582,132$7.86M2.46%+30,321+5.5%Added
Neuberger Berman Group LLC599,857$8.10M0.01%00.0%Unchanged
Morgan Stanley627,428$8.48M0.00%+164,399+35.5%Added
Strong Tower Advisory Services639,870$8.64M3.83%+31,706+5.2%Added
Charles Schwab Investment Management Inc670,299$9.06M0.00%+11,998+1.8%Added
Bank of New York Mellon Corp686,425$9.27M0.00%−26,531−3.7%Reduced
Invesco Ltd.845,472$11.4M0.00%+315,462+59.5%Added
Northern Trust Corp1,168,429$15.8M0.00%−10,317−0.9%Reduced
Geode Capital Management, LLC1,802,489$24.4M0.00%+87,932+5.1%Added
Cliffwater LLC2,196,171$29.7M8.48%−76,777−3.4%Reduced
Franklin Resources Inc2,597,586$35.1M0.02%−980.0%Reduced
State Street Corp3,231,906$44.8M0.00%+93,106+3.0%Added
Vanguard Group Inc8,925,303$120.6M0.00%−1,1780.0%Reduced
BlackRock Inc.14,062,648$190.0M0.00%+401,583+2.9%Added
Knott David M Jr0$00.00%−327,524−100.0%Sold out
Beck Capital Management, LLC0$00.00%−169,056−100.0%Sold out
Gsa Capital Partners LLP0$00.00%−41,531−100.0%Sold out
SG Americas Securities, LLC0$00.00%−36,073−100.0%Sold out
State of Wisconsin Investment Board0$00.00%−25,264−100.0%Sold out
Squarepoint Ops LLC0$00.00%−21,897−100.0%Sold out
Dark Forest Capital Management LP0$00.00%−20,744−100.0%Sold out
ExodusPoint Capital Management, LP0$00.00%−17,410−100.0%Sold out
Atlas Private Wealth Advisors0$00.00%−13,369−100.0%Sold out
Belpointe Asset Management LLC0$00.00%−12,767−100.0%Sold out
HRT Financial LP0$00.00%−11,782−100.0%Sold out
Lazari Capital Management, Inc.0$00.00%−11,387−100.0%Sold out
Acorn Financial Advisory Services Inc0$00.00%−11,273−100.0%Sold out
Virtue Capital Management, LLC0$00.00%−10,310−100.0%Sold out
Fisher Asset Management, LLC0$00.00%−10,037−100.0%Sold out
Catalyst Capital Advisors LLC0$00.00%−6,990−100.0%Sold out
Quarry LP0$00.00%−3,614−100.0%Sold out
GPS Wealth Strategies Group, LLC0$00.00%−1,881−100.0%Sold out