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 |
|---|---|---|---|---|---|
| Yousif Capital Management, LLC | 37,104 | $495.7K | 0.01% | −3,500−8.6% | Reduced |
| Manufacturers Life Insurance Company, The | 39,357 | $525.8K | 0.00% | −492−1.2% | Reduced |
| Integrated Advisors Network LLC | 40,039 | $534.9K | 0.03% | −1,388−3.4% | Reduced |
| Louisiana State Employees Retirement System | 40,600 | $542.4K | 0.01% | −500−1.2% | Reduced |
| State of Tennessee, Treasury Department | 40,854 | $545.8K | 0.00% | −5,610−12.1% | Reduced |
| Creative Planning | 41,936 | $560.3K | 0.00% | 00.0% | Unchanged |
| Citadel Advisors LLC | 43,571 | $582.1K | 0.00% | +2,234+5.4% | Added |
| Deutsche Bank AG | 43,836 | $585.6K | 0.00% | +2,806+6.8% | Added |
| Balyasny Asset Management LLC | 44,206 | $590.6K | 0.00% | −2,734−5.8% | Reduced |
| ExodusPoint Capital Management, LP | 44,622 | $596.0K | 0.01% | +44,622 | New |
| American International Group, Inc. | 44,802 | $598.6K | 0.00% | −401−0.9% | Reduced |
| MetLife Investment Management | 44,991 | $601.1K | 0.00% | 00.0% | Unchanged |
| Prime Capital Investment Advisors, LLC | 45,566 | $608.8K | 0.01% | −23−0.1% | Reduced |
| Illinois Municipal Retirement Fund | 47,697 | $637.0K | 0.01% | +118+0.2% | Added |
| State of Alaska, Department of Revenue | 49,998 | $667.0K | 0.01% | −494−1.0% | Reduced |
| Penserra Capital Management LLC | 51,648 | $690.0K | 0.01% | +6,408+14.2% | Added |
| Allworth Financial LP | 56,387 | $753.3K | 0.01% | −2,010−3.4% | Reduced |
| Citigroup Inc | 56,542 | $755.4K | 0.00% | +4,396+8.4% | Added |
| New York State Teachers Retirement System | 58,310 | $779.0K | 0.00% | −200−0.3% | Reduced |
| LPL Financial LLC | 60,489 | $808.1K | 0.00% | +12,878+27.0% | Added |
| Teacher Retirement System of Texas | 62,585 | $836.0K | 0.01% | −10,945−14.9% | Reduced |
| Thrivent Financial for Lutherans | 71,200 | $951.0K | 0.00% | −1,933−2.6% | Reduced |
| Texas Permanent School Fund | 71,829 | $959.6K | 0.01% | +961+1.4% | Added |
| Arete Wealth Advisors, LLC | 74,810 | $999.5K | 0.09% | −1,017−1.3% | Reduced |
| Bank of America Corp | 76,606 | $1.02M | 0.00% | −56,624−42.5% | Reduced |
| Credit Suisse AG | 78,335 | $1.05M | 0.00% | 00.0% | Unchanged |
| California State Teachers Retirement System | 82,205 | $1.10M | 0.00% | −4,723−5.4% | Reduced |
| Newbridge Financial Services Group, Inc. | 82,598 | $1.10M | 0.48% | +5,287+6.8% | Added |
| Alliancebernstein L.P. | 88,608 | $1.18M | 0.00% | 00.0% | Unchanged |
| Shorepoint Capital Partners LLC | 94,000 | $1.26M | 0.31% | −45,000−32.4% | Reduced |
| UBS Asset Management Americas Inc | 94,482 | $1.26M | 0.00% | 00.0% | Unchanged |
| Voya Investment Management LLC | 95,686 | $1.28M | 0.00% | +24,533+34.5% | Added |
| Advisor Group Holdings, Inc. | 96,219 | $1.28M | 0.00% | −8,703−8.3% | Reduced |
| Schechter Investment Advisors, LLC | 100,768 | $1.35M | 0.10% | +184+0.2% | Added |
| Atria Wealth Solutions, Inc. | 102,698 | $1.40M | 0.02% | −3,315−3.1% | Reduced |
| First Trust Advisors LP | 108,974 | $1.46M | 0.00% | −42,629−28.1% | Reduced |
| Gabelli Funds LLC | 130,000 | $1.74M | 0.01% | +45,901+54.6% | Added |
| UBS Group AG | 131,261 | $1.75M | 0.00% | −6,130−4.5% | Reduced |
| Cetera Investment Advisers | 131,616 | $1.76M | 0.00% | +70,549+115.5% | Added |
| Goldman Sachs Group Inc | 150,515 | $2.01M | 0.00% | −25,718−14.6% | Reduced |
| Prudential Financial Inc | 156,549 | $2.09M | 0.00% | +7,350+4.9% | Added |
| Greenland Capital Management LP | 157,879 | $2.11M | 0.35% | +157,879 | New |
| Swiss National Bank | 162,033 | $2.16M | 0.00% | 00.0% | Unchanged |
| Price T Rowe Associates Inc | 162,306 | $2.17M | 0.00% | −27,960−14.7% | Reduced |
| AXS Investments LLC | 163,143 | $2.18M | 0.52% | −12,161−6.9% | Reduced |
| Public Sector Pension Investment Board | 170,317 | $2.28M | 0.02% | 00.0% | Unchanged |
| Financial Management Network Inc | 181,260 | $2.34M | 0.59% | −28,542−13.6% | Reduced |
| Jefferies Financial Group Inc. | 180,519 | $2.41M | 0.05% | −760.0% | Reduced |
| FJ Capital Management LLC | 182,641 | $2.44M | 0.25% | +182,641 | New |
| Barclays PLC | 183,968 | $2.46M | 0.00% | +53,439+40.9% | Added |
| Nuveen Asset Management, LLC | 196,695 | $2.63M | 0.00% | −8,061−3.9% | Reduced |
| Millennium Management LLC | 215,761 | $2.88M | 0.00% | +168,735+358.8% | Added |
| Independent Financial Group, LLC | 218,925 | $2.92M | 0.13% | −3,430−1.5% | Reduced |
| JPMorgan Chase & Co | 236,256 | $3.16M | 0.00% | −5,979−2.5% | Reduced |
| Legal & General Group Plc | 252,167 | $3.37M | 0.00% | +559+0.2% | Added |
| Rhumbline Advisers | 261,724 | $3.50M | 0.00% | −253−0.1% | Reduced |
| Renaissance Technologies LLC | 264,600 | $3.54M | 0.01% | −67,300−20.3% | Reduced |
| Ameriprise Financial Inc | 311,955 | $4.17M | 0.00% | +999+0.3% | Added |
| Great Lakes Advisors, LLC | 361,131 | $4.82M | 0.04% | −2,016−0.6% | Reduced |
| 1832 Asset Management L.P. | 450,000 | $6.01M | 0.01% | +450,000 | New |
| Principal Financial Group Inc | 456,423 | $6.10M | 0.00% | +28,436+6.6% | Added |
| Van Eck Associates Corp | 493,681 | $6.60M | 0.01% | +3,567+0.7% | Added |
| Mariner, LLC | 580,047 | $7.75M | 0.02% | −120.0% | Reduced |
| Morgan Stanley | 588,798 | $7.87M | 0.00% | −38,630−6.2% | Reduced |
| Orchard Capital Managment, LLC | 589,083 | $7.87M | 2.31% | +6,951+1.2% | Added |
| Neuberger Berman Group LLC | 599,046 | $8.00M | 0.01% | −811−0.1% | Reduced |
| Bank of New York Mellon Corp | 663,184 | $8.86M | 0.00% | −23,241−3.4% | Reduced |
| Strong Tower Advisory Services | 690,202 | $9.06M | 3.64% | +50,332+7.9% | Added |
| Charles Schwab Investment Management Inc | 799,924 | $10.7M | 0.00% | +129,625+19.3% | Added |
| Northern Trust Corp | 857,099 | $11.5M | 0.00% | −311,330−26.6% | Reduced |
| Invesco Ltd. | 895,033 | $12.0M | 0.00% | +49,561+5.9% | Added |
| Geode Capital Management, LLC | 1,872,288 | $25.0M | 0.00% | +69,799+3.9% | Added |
| Cliffwater LLC | 2,196,171 | $29.3M | 7.91% | 00.0% | Unchanged |
| Franklin Resources Inc | 2,278,146 | $30.4M | 0.01% | −319,440−12.3% | Reduced |
| State Street Corp | 3,314,017 | $45.4M | 0.00% | +82,111+2.5% | Added |
| Vanguard Group Inc | 8,973,474 | $119.9M | 0.00% | +48,171+0.5% | Added |
| BlackRock Inc. | 13,983,857 | $186.8M | 0.00% | −78,791−0.6% | Reduced |
| Penn Mutual Asset Management, LLC | 0 | $0 | 0.00% | −133,156−100.0% | Sold out |
| Qube Research & Technologies Ltd | 0 | $0 | 0.00% | −67,593−100.0% | Sold out |
| Connor, Clark & Lunn Investment Management Ltd. | 0 | $0 | 0.00% | −42,518−100.0% | Sold out |
| Cetera Advisor Networks LLC | 0 | $0 | 0.00% | −34,937−100.0% | Sold out |
| Cetera Advisors LLC | 0 | $0 | 0.00% | −32,846−100.0% | Sold out |
| Susquehanna International Group, LLP | 0 | $0 | 0.00% | −31,676−100.0% | Sold out |
| SageView Advisory Group, LLC | 0 | $0 | 0.00% | −20,768−100.0% | Sold out |
| Copperleaf Capital, LLC | 0 | $0 | 0.00% | −17,074−100.0% | Sold out |
| Atomi Financial Group, Inc. | 0 | $0 | 0.00% | −16,584−100.0% | Sold out |
| Engineers Gate Manager LP | 0 | $0 | 0.00% | −15,468−100.0% | Sold out |
| Two Sigma Investments, LP | 0 | $0 | 0.00% | −14,725−100.0% | Sold out |
| Capital Investment Advisory Services, LLC | 0 | $0 | 0.00% | −12,994−100.0% | Sold out |
| Independent Wealth Network Inc. | 0 | $0 | 0.00% | −11,986−100.0% | Sold out |
| Plotkin Financial Advisors, LLC | 0 | $0 | 0.00% | −11,407−100.0% | Sold out |
| Aptus Capital Advisors, LLC | 0 | $0 | 0.00% | −10,533−100.0% | Sold out |
| EntryPoint Capital, LLC | 0 | $0 | 0.00% | −3,011−100.0% | Sold out |
| Advisory Services Network, LLC | 0 | $0 | 0.00% | −1,707−100.0% | Sold out |
| AJOVista, LLC | 0 | $0 | 0.00% | −584−100.0% | Sold out |
| Gradient Investments LLC | 0 | $0 | 0.00% | −548−100.0% | Sold out |
| Fairfield, Bush & Co. | 0 | $0 | 0.00% | −493−100.0% | Sold out |
| GWM Advisors LLC | 0 | $0 | 0.00% | −351−100.0% | Sold out |
| Harbour Investments, Inc. | 0 | $0 | 0.00% | −328−100.0% | Sold out |
| Huntington National Bank | 0 | $0 | 0.00% | −43−100.0% | Sold out |