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, Q1 2024
Institutional positions in Franklin BSP Realty Trust, Inc. as of Mar 31, 2024. 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
- 177
- −3 vs. Q4 2023
- Shares held
- 48.6M
- −658.5K (−1.3%) vs. Q4 2023
- Total value
- $650.2M
- −$16.5M (−2.5%) vs. Q4 2023
- New holders
- 22
- 51 more added
- Sold out
- 25
- 77 more reduced
2 institutions that held it in Q4 2023 haven't filed for Q1 2024 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q4 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, Q1 2024
Shares, value and share of portfolio for each institution holding Franklin BSP Realty Trust, Inc.; share changes are against Q4 2023.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 32 | $427 | 0.00% | +32 | New |
| Umb Bank N A | 32 | $428 | 0.00% | +32 | New |
| Continuum Advisory, LLC | 37 | $480 | 0.00% | +37 | New |
| FinTrust Capital Advisors, LLC | 36 | $481 | 0.00% | +36 | New |
| Parkside Financial Bank & Trust | 54 | $722 | 0.00% | 00.0% | Unchanged |
| Farmers & Merchants Investments Inc | 55 | $735 | 0.00% | 00.0% | Unchanged |
| Fifth Third Bancorp | 73 | $975 | 0.00% | 00.0% | Unchanged |
| Old Point Trust & Financial Services N A | 82 | $1.10K | 0.00% | +82 | New |
| Quest Partners LLC | 105 | $1.40K | 0.00% | −47,600−99.8% | Reduced |
| Impact Partnership Wealth, LLC | 136 | $1.81K | 0.00% | +1+0.7% | Added |
| Covestor Ltd | 118 | $2.00K | 0.00% | +112+1,866.7% | Added |
| Benjamin F. Edwards & Company, Inc. | 219 | $3.00K | 0.00% | −33−13.1% | Reduced |
| GAMMA Investing LLC | 341 | $4.56K | 0.00% | +112+48.9% | Added |
| Rothschild Investment LLC | 371 | $4.96K | 0.00% | +10+2.8% | Added |
| Public Employees Retirement System of Ohio | 435 | $5.81K | 0.00% | +435 | New |
| EverSource Wealth Advisors, LLC | 691 | $8.63K | 0.00% | 00.0% | Unchanged |
| CoreCap Advisors, LLC | 672 | $8.98K | 0.00% | +672 | New |
| Mather Group, LLC. | 967 | $13.1K | 0.00% | +967 | New |
| Tower Research Capital LLC (TRC) | 1,106 | $14.8K | 0.00% | −28,114−96.2% | Reduced |
| Barrow Hanley Mewhinney & Strauss LLC | 1,180 | $15.8K | 0.00% | +1,180 | New |
| FMR LLC | 1,187 | $15.9K | 0.00% | −966−44.9% | Reduced |
| New England Capital Financial Advisors LLC | 1,474 | $19.7K | 0.01% | +37+2.6% | Added |
| Global Retirement Partners, LLC | 2,205 | $29.5K | 0.00% | +1,740+374.2% | Added |
| CWM, LLC | 2,356 | $31.0K | 0.00% | +1,600+211.6% | Added |
| KBC Group NV | 3,076 | $41.0K | 0.00% | 00.0% | Unchanged |
| Kathleen S. Wright Associates Inc. | 3,425 | $45.8K | 0.02% | +3,425 | New |
| Semmax Financial Advisors Inc. | 4,300 | $56.1K | 0.02% | 00.0% | Unchanged |
| The PNC Financial Services Group, Inc. | 4,373 | $58.4K | 0.00% | +378+9.5% | Added |
| Metropolitan Life Insurance Co | 4,845 | $64.7K | 0.00% | 00.0% | Unchanged |
| Castleview Partners, LLC | 5,754 | $76.9K | 0.04% | −3,334−36.7% | Reduced |
| Lazard Asset Management LLC | 6,316 | $84.0K | 0.00% | −214−3.3% | Reduced |
| Beacon Capital Management, LLC | 6,499 | $86.8K | 0.02% | −5,108−44.0% | Reduced |
| PSI Advisors, LLC | 7,200 | $96.2K | 0.03% | 00.0% | Unchanged |
| Ameritas Investment Partners, Inc. | 8,265 | $110.4K | 0.00% | 00.0% | Unchanged |
| Spire Wealth Management | 8,598 | $114.9K | 0.00% | 00.0% | Unchanged |
| SG Americas Securities, LLC | 10,217 | $136.0K | 0.00% | +10,217 | New |
| Graham Capital Management, L.P. | 11,119 | $148.6K | 0.00% | −7,412−40.0% | Reduced |
| Moors & Cabot, Inc. | 11,156 | $149.0K | 0.01% | +11,156 | New |
| Public Employees Retirement Association of Colorado | 11,811 | $158.0K | 0.00% | 00.0% | Unchanged |
| Tyche Wealth Partners LLC | 11,968 | $159.9K | 0.04% | 00.0% | Unchanged |
| Wealth Enhancement Advisory Services, LLC | 12,105 | $161.7K | 0.00% | +1,508+14.2% | Added |
| Raleigh Capital Management Inc. | 12,395 | $165.6K | 0.07% | +100+0.8% | Added |
| State of Wyoming | 12,485 | $166.8K | 0.03% | −7,538−37.6% | Reduced |
| Sollinda Capital Management LLC | 12,487 | $166.8K | 0.05% | −507−3.9% | Reduced |
| Farther Finance Advisors, LLC | 12,761 | $167.4K | 0.01% | +12,387+3,312.0% | Added |
| Gen-Wealth Partners Inc | 13,039 | $174.2K | 0.09% | +13,039 | New |
| Safeguard Investment Advisory Group, LLC | 13,374 | $178.7K | 0.06% | 00.0% | Unchanged |
| Amundi | 14,567 | $180.0K | 0.00% | +4,203+40.6% | Added |
| Strategic Blueprint, LLC | 13,667 | $182.6K | 0.01% | +80+0.6% | Added |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 13,861 | $185.2K | 0.00% | −4,466−24.4% | Reduced |
| Mutual of America Capital Management LLC | 14,139 | $188.9K | 0.00% | −226−1.6% | Reduced |
| Endowment Wealth Management, Inc. | 14,735 | $196.9K | 0.15% | +378+2.6% | Added |
| Dark Forest Capital Management LP | 14,759 | $197.2K | 0.03% | +14,759 | New |
| STRS Ohio | 14,900 | $199.0K | 0.00% | −2,700−15.3% | Reduced |
| Coppell Advisory Solutions Corp. | 15,482 | $206.8K | 0.04% | +15,482 | New |
| AE Wealth Management LLC | 15,956 | $213.2K | 0.00% | −219,788−93.2% | Reduced |
| Allianz Asset Management GmbH | 16,500 | $220.4K | 0.00% | −12,360−42.8% | Reduced |
| Victory Capital Management Inc | 16,502 | $220.5K | 0.00% | −326−1.9% | Reduced |
| ProShare Advisors LLC | 16,744 | $223.7K | 0.00% | +1,155+7.4% | Added |
| Allspring Global Investments Holdings, LLC | 16,883 | $225.6K | 0.00% | +14,214+532.6% | Added |
| Calton & Associates, Inc. | 16,962 | $226.6K | 0.11% | −1,757−9.4% | Reduced |
| Coastal Investment Advisors, Inc. | 17,309 | $231.2K | 0.05% | −1,305−7.0% | Reduced |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 17,724 | $236.8K | 0.00% | +14+0.1% | Added |
| Mutual Advisors, LLC | 17,730 | $236.9K | 0.01% | −1,968−10.0% | Reduced |
| Triumph Capital Management | 19,468 | $255.4K | 0.10% | −1,300−6.3% | Reduced |
| Arkadios Wealth Advisors | 19,358 | $258.6K | 0.02% | −1,769−8.4% | Reduced |
| Raymond James Financial Services Advisors, Inc. | 19,714 | $263.4K | 0.00% | +19,714 | New |
| National Asset Management, Inc. | 19,835 | $269.7K | 0.01% | −202−1.0% | Reduced |
| D. E. Shaw & Co., Inc. | 20,636 | $275.7K | 0.00% | −2,997−12.7% | Reduced |
| Raymond James & Associates | 20,683 | $276.3K | 0.00% | +5,351+34.9% | Added |
| State Board of Administration of Florida Retirement System | 23,733 | $283.1K | 0.00% | −100.0% | Reduced |
| Everence Capital Management Inc | 21,422 | $286.0K | 0.02% | 00.0% | Unchanged |
| Money Concepts Capital Corp | 21,475 | $286.9K | 0.03% | −5,000−18.9% | Reduced |
| Jane Street Group, LLC | 21,560 | $288.0K | 0.00% | −18,670−46.4% | Reduced |
| Ignite Planners, LLC | 22,199 | $291.3K | 0.08% | −4,683−17.4% | Reduced |
| Oregon Public Employees Retirement Fund | 21,946 | $293.2K | 0.01% | −2,012−8.4% | Reduced |
| Arizona State Retirement System | 22,556 | $301.3K | 0.00% | −425−1.8% | Reduced |
| SEI Investments Co | 23,081 | $308.2K | 0.00% | +820+3.7% | Added |
| Magnus Financial Group LLC | 23,367 | $312.2K | 0.04% | 00.0% | Unchanged |
| Geneos Wealth Management Inc. | 24,695 | $329.9K | 0.02% | −600−2.4% | Reduced |
| Amalgamated Bank | 25,148 | $336.0K | 0.00% | −4,657−15.6% | Reduced |
| Klingman & Associates, LLC | 25,695 | $343.3K | 0.02% | +226+0.9% | Added |
| Royal Bank of Canada | 25,702 | $344.0K | 0.00% | −29,561−53.5% | Reduced |
| Brookstone Capital Management | 25,980 | $347.1K | 0.01% | +781+3.1% | Added |
| LSV Asset Management | 26,271 | $351.0K | 0.00% | 00.0% | Unchanged |
| Teachers Retirement System of the State of Kentucky | 27,184 | $364.0K | 0.00% | 00.0% | Unchanged |
| Maryland State Retirement & Pension System | 29,829 | $364.2K | 0.01% | 00.0% | Unchanged |
| Nisa Investment Advisors, LLC | 26,938 | $369.5K | 0.00% | 00.0% | Unchanged |
| Retirement Financial Solutions, LLC | 28,010 | $374.2K | 0.19% | −3,779−11.9% | Reduced |
| Commonwealth Equity Services, LLC | 28,675 | $383.0K | 0.00% | +5,989+26.4% | Added |
| Truist Financial Corp | 29,670 | $396.4K | 0.00% | +29,670 | New |
| Vestcor Inc | 31,320 | $418.0K | 0.01% | −519−1.6% | Reduced |
| Mirae Asset Global Investments Co., Ltd. | 36,251 | $423.0K | 0.00% | −498,222−93.2% | Reduced |
| Centaurus Financial, Inc. | 33,645 | $449.0K | 0.03% | +6,619+24.5% | Added |
| Wells Fargo & Company | 34,097 | $455.5K | 0.00% | +3,874+12.8% | Added |
| Atom Investors LP | 34,190 | $456.8K | 0.06% | +34,190 | New |
| Comerica Bank | 35,170 | $469.9K | 0.00% | −3,536−9.1% | Reduced |
| New York State Common Retirement Fund | 36,286 | $484.8K | 0.00% | −27,902−43.5% | Reduced |
| Cambridge Investment Research Advisors, Inc. | 36,365 | $486.0K | 0.00% | −1,307−3.5% | Reduced |
| Janus Henderson Group PLC | 36,538 | $488.0K | 0.00% | +10.0% | Added |