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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
LSV Asset Management26,271$355.0K0.00%00.0%Unchanged
Klingman & Associates, LLC25,469$344.1K0.03%+227+0.9%Added
Geneos Wealth Management Inc.25,295$341.7K0.02%−2,000−7.3%Reduced
Brookstone Capital Management25,199$340.4K0.01%−2,026−7.4%Reduced
Oregon Public Employees Retirement Fund23,958$323.7K0.01%−500−2.0%Reduced
State Board of Administration of Florida Retirement System23,743$320.8K0.00%00.0%Unchanged
D. E. Shaw & Co., Inc.23,633$319.3K0.00%+23,633New
Magnus Financial Group LLC23,367$315.7K0.04%00.0%Unchanged
Arizona State Retirement System22,981$310.5K0.00%−447−1.9%Reduced
Coppell Advisory Solutions LLC22,682$306.4K0.06%+22,083+3,686.6%Added
Commonwealth Equity Services, LLC22,686$306.0K0.00%−1,257−5.2%Reduced
SEI Investments Co22,261$300.7K0.00%−1,285−5.5%Reduced
Everence Capital Management Inc21,422$289.0K0.02%00.0%Unchanged
Triumph Capital Management20,768$287.9K0.12%00.0%Unchanged
Arkadios Wealth Advisors21,127$285.4K0.02%−3,113−12.8%Reduced
National Asset Management, Inc.20,037$277.8K0.01%+202+1.0%Added
SageView Advisory Group, LLC20,768$275.2K0.01%+9,218+79.8%Added
State of Wyoming20,023$270.5K0.05%+2,095+11.7%Added
Mutual Advisors, LLC19,698$266.1K0.01%+4,581+30.3%Added
Calton & Associates, Inc.18,719$252.9K0.10%+18,719New
Coastal Investment Advisors, Inc.18,614$251.5K0.06%+3,010+19.3%Added
Graham Capital Management, L.P.18,531$250.4K0.01%+5,521+42.4%Added
Zurcher Kantonalbank (Zurich Cantonalbank)18,327$247.6K0.00%+4,246+30.2%Added
Commonwealth of Pennsylvania Public School Empls Retrmt Sys17,710$239.3K0.00%−37,252−67.8%Reduced
STRS Ohio17,600$237.0K0.00%00.0%Unchanged
Copperleaf Capital, LLC17,074$230.7K0.23%−3,125−15.5%Reduced
Victory Capital Management Inc16,828$227.3K0.00%+2,250+15.4%Added
Atomi Financial Group, Inc.16,584$224.1K0.03%−5,086−23.5%Reduced
ProShare Advisors LLC15,589$210.6K0.00%+2,953+23.4%Added
Engineers Gate Manager LP15,468$209.0K0.01%+15,468New
Raymond James & Associates15,332$207.1K0.00%+15,332New
Two Sigma Investments, LP14,725$198.9K0.00%+14,725New
Mutual of America Capital Management LLC14,365$194.1K0.00%−44−0.3%Reduced
Endowment Wealth Management, Inc.14,357$194.0K0.16%+383+2.7%Added
Strategic Blueprint, LLC13,587$183.6K0.02%+82+0.6%Added
Safeguard Investment Advisory Group, LLC13,374$180.7K0.07%00.0%Unchanged
Capital Investment Advisory Services, LLC12,994$175.5K0.02%−18,548−58.8%Reduced
Sollinda Capital Management LLC12,994$175.5K0.05%+12,994New
Raleigh Capital Management Inc.12,295$166.1K0.08%+100+0.8%Added
Independent Wealth Network Inc.11,986$161.9K0.09%−702−5.5%Reduced
Tyche Wealth Partners LLC11,968$161.7K0.04%+11,968New
Public Employees Retirement Association of Colorado11,811$160.0K0.00%00.0%Unchanged
Plotkin Financial Advisors, LLC11,407$154.1K0.12%−348−3.0%Reduced
Beacon Capital Management, LLC11,607$153.7K0.04%+1,537+15.3%Added
Wealth Enhancement Advisory Services, LLC10,597$143.2K0.00%−840−7.3%Reduced
Aptus Capital Advisors, LLC10,533$142.3K0.00%+10,533New
Amundi10,364$139.7K0.00%00.0%Unchanged
Castleview Partners, LLC9,088$122.8K0.09%−3,120−25.6%Reduced
Spire Wealth Management8,598$115.6K0.00%00.0%Unchanged
Ameritas Investment Partners, Inc.8,265$111.7K0.00%00.0%Unchanged
PSI Advisors, LLC7,200$97.3K0.04%00.0%Unchanged
Lazard Asset Management LLC6,530$88.0K0.00%−2,404−26.9%Reduced
Metropolitan Life Insurance Co4,845$65.5K0.00%00.0%Unchanged
The PNC Financial Services Group, Inc.3,995$54.0K0.00%+148+3.8%Added
Semmax Financial Advisors Inc.4,300$52.3K0.02%00.0%Unchanged
KBC Group NV3,076$42.0K0.00%00.0%Unchanged
EntryPoint Capital, LLC3,011$40.7K0.04%+3,011New
Allspring Global Investments Holdings, LLC2,669$36.1K0.00%−3,372−55.8%Reduced
FMR LLC2,153$29.1K0.00%−49−2.2%Reduced
Advisory Services Network, LLC1,707$23.1K0.00%+1,707New
New England Capital Financial Advisors LLC1,437$19.4K0.01%+39+2.8%Added
CWM, LLC756$10.0K0.00%−1,074−58.7%Reduced
Baystate Wealth Management LLC698$9.43K0.00%00.0%Unchanged
EverSource Wealth Advisors, LLC691$9.34K0.00%00.0%Unchanged
AJOVista, LLC584$7.89K0.01%+584New
Gradient Investments LLC548$7.40K0.00%00.0%Unchanged
Fairfield, Bush & Co.493$6.66K0.00%+493New
Global Retirement Partners, LLC465$6.16K0.00%+465New
Farther Finance Advisors, LLC374$5.05K0.00%+374New
Rothschild Investment LLC361$4.88K0.00%+361New
GWM Advisors LLC351$4.74K0.00%+351New
Harbour Investments, Inc.328$4.43K0.00%00.0%Unchanged
Benjamin F. Edwards & Company, Inc.252$3.00K0.00%+252New
GAMMA Investing LLC229$2.94K0.00%+229New
Impact Partnership Wealth, LLC135$1.82K0.00%00.0%Unchanged
Fifth Third Bancorp73$9860.00%00.0%Unchanged
Farmers & Merchants Investments Inc55$7430.00%00.0%Unchanged
Parkside Financial Bank & Trust54$7300.00%00.0%Unchanged
Huntington National Bank43$5810.00%+43New
Carolinas Wealth Consulting LLC34$4740.00%00.0%Unchanged
Abound Wealth Management27$3650.00%00.0%Unchanged
Covestor Ltd6$00.00%00.0%Unchanged
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