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 |
|---|---|---|---|---|---|
| Arizona State Retirement System | 22,556 | $301.3K | 0.00% | −425−1.8% | Reduced |
| Oregon Public Employees Retirement Fund | 21,946 | $293.2K | 0.01% | −2,012−8.4% | Reduced |
| Ignite Planners, LLC | 22,199 | $291.3K | 0.08% | −4,683−17.4% | Reduced |
| Jane Street Group, LLC | 21,560 | $288.0K | 0.00% | −18,670−46.4% | Reduced |
| Money Concepts Capital Corp | 21,475 | $286.9K | 0.03% | −5,000−18.9% | Reduced |
| Everence Capital Management Inc | 21,422 | $286.0K | 0.02% | 00.0% | Unchanged |
| State Board of Administration of Florida Retirement System | 23,733 | $283.1K | 0.00% | −100.0% | Reduced |
| Raymond James & Associates | 20,683 | $276.3K | 0.00% | +5,351+34.9% | Added |
| D. E. Shaw & Co., Inc. | 20,636 | $275.7K | 0.00% | −2,997−12.7% | Reduced |
| National Asset Management, Inc. | 19,835 | $269.7K | 0.01% | −202−1.0% | Reduced |
| Raymond James Financial Services Advisors, Inc. | 19,714 | $263.4K | 0.00% | +19,714 | New |
| Arkadios Wealth Advisors | 19,358 | $258.6K | 0.02% | −1,769−8.4% | Reduced |
| Triumph Capital Management | 19,468 | $255.4K | 0.10% | −1,300−6.3% | Reduced |
| Mutual Advisors, LLC | 17,730 | $236.9K | 0.01% | −1,968−10.0% | Reduced |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 17,724 | $236.8K | 0.00% | +14+0.1% | Added |
| Coastal Investment Advisors, Inc. | 17,309 | $231.2K | 0.05% | −1,305−7.0% | Reduced |
| Calton & Associates, Inc. | 16,962 | $226.6K | 0.11% | −1,757−9.4% | Reduced |
| Allspring Global Investments Holdings, LLC | 16,883 | $225.6K | 0.00% | +14,214+532.6% | Added |
| ProShare Advisors LLC | 16,744 | $223.7K | 0.00% | +1,155+7.4% | Added |
| Victory Capital Management Inc | 16,502 | $220.5K | 0.00% | −326−1.9% | Reduced |
| Allianz Asset Management GmbH | 16,500 | $220.4K | 0.00% | −12,360−42.8% | Reduced |
| AE Wealth Management LLC | 15,956 | $213.2K | 0.00% | −219,788−93.2% | Reduced |
| Coppell Advisory Solutions Corp. | 15,482 | $206.8K | 0.04% | +15,482 | New |
| STRS Ohio | 14,900 | $199.0K | 0.00% | −2,700−15.3% | Reduced |
| Dark Forest Capital Management LP | 14,759 | $197.2K | 0.03% | +14,759 | New |
| Endowment Wealth Management, Inc. | 14,735 | $196.9K | 0.15% | +378+2.6% | Added |
| Mutual of America Capital Management LLC | 14,139 | $188.9K | 0.00% | −226−1.6% | Reduced |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 13,861 | $185.2K | 0.00% | −4,466−24.4% | Reduced |
| Strategic Blueprint, LLC | 13,667 | $182.6K | 0.01% | +80+0.6% | Added |
| Amundi | 14,567 | $180.0K | 0.00% | +4,203+40.6% | Added |
| Safeguard Investment Advisory Group, LLC | 13,374 | $178.7K | 0.06% | 00.0% | Unchanged |
| Gen-Wealth Partners Inc | 13,039 | $174.2K | 0.09% | +13,039 | New |
| Farther Finance Advisors, LLC | 12,761 | $167.4K | 0.01% | +12,387+3,312.0% | Added |
| Sollinda Capital Management LLC | 12,487 | $166.8K | 0.05% | −507−3.9% | Reduced |
| State of Wyoming | 12,485 | $166.8K | 0.03% | −7,538−37.6% | Reduced |
| Raleigh Capital Management Inc. | 12,395 | $165.6K | 0.07% | +100+0.8% | Added |
| Wealth Enhancement Advisory Services, LLC | 12,105 | $161.7K | 0.00% | +1,508+14.2% | Added |
| Tyche Wealth Partners LLC | 11,968 | $159.9K | 0.04% | 00.0% | Unchanged |
| Public Employees Retirement Association of Colorado | 11,811 | $158.0K | 0.00% | 00.0% | Unchanged |
| Moors & Cabot, Inc. | 11,156 | $149.0K | 0.01% | +11,156 | New |
| Graham Capital Management, L.P. | 11,119 | $148.6K | 0.00% | −7,412−40.0% | Reduced |
| SG Americas Securities, LLC | 10,217 | $136.0K | 0.00% | +10,217 | New |
| Spire Wealth Management | 8,598 | $114.9K | 0.00% | 00.0% | Unchanged |
| Ameritas Investment Partners, Inc. | 8,265 | $110.4K | 0.00% | 00.0% | Unchanged |
| PSI Advisors, LLC | 7,200 | $96.2K | 0.03% | 00.0% | Unchanged |
| Beacon Capital Management, LLC | 6,499 | $86.8K | 0.02% | −5,108−44.0% | Reduced |
| Lazard Asset Management LLC | 6,316 | $84.0K | 0.00% | −214−3.3% | Reduced |
| Castleview Partners, LLC | 5,754 | $76.9K | 0.04% | −3,334−36.7% | Reduced |
| Metropolitan Life Insurance Co | 4,845 | $64.7K | 0.00% | 00.0% | Unchanged |
| The PNC Financial Services Group, Inc. | 4,373 | $58.4K | 0.00% | +378+9.5% | Added |
| Semmax Financial Advisors Inc. | 4,300 | $56.1K | 0.02% | 00.0% | Unchanged |
| Kathleen S. Wright Associates Inc. | 3,425 | $45.8K | 0.02% | +3,425 | New |
| KBC Group NV | 3,076 | $41.0K | 0.00% | 00.0% | Unchanged |
| CWM, LLC | 2,356 | $31.0K | 0.00% | +1,600+211.6% | Added |
| Global Retirement Partners, LLC | 2,205 | $29.5K | 0.00% | +1,740+374.2% | Added |
| New England Capital Financial Advisors LLC | 1,474 | $19.7K | 0.01% | +37+2.6% | Added |
| FMR LLC | 1,187 | $15.9K | 0.00% | −966−44.9% | Reduced |
| Barrow Hanley Mewhinney & Strauss LLC | 1,180 | $15.8K | 0.00% | +1,180 | New |
| Tower Research Capital LLC (TRC) | 1,106 | $14.8K | 0.00% | −28,114−96.2% | Reduced |
| Mather Group, LLC. | 967 | $13.1K | 0.00% | +967 | New |
| CoreCap Advisors, LLC | 672 | $8.98K | 0.00% | +672 | New |
| EverSource Wealth Advisors, LLC | 691 | $8.63K | 0.00% | 00.0% | Unchanged |
| Public Employees Retirement System of Ohio | 435 | $5.81K | 0.00% | +435 | New |
| Rothschild Investment LLC | 371 | $4.96K | 0.00% | +10+2.8% | Added |
| GAMMA Investing LLC | 341 | $4.56K | 0.00% | +112+48.9% | Added |
| Benjamin F. Edwards & Company, Inc. | 219 | $3.00K | 0.00% | −33−13.1% | Reduced |
| Covestor Ltd | 118 | $2.00K | 0.00% | +112+1,866.7% | Added |
| Impact Partnership Wealth, LLC | 136 | $1.81K | 0.00% | +1+0.7% | Added |
| Quest Partners LLC | 105 | $1.40K | 0.00% | −47,600−99.8% | Reduced |
| Old Point Trust & Financial Services N A | 82 | $1.10K | 0.00% | +82 | New |
| Fifth Third Bancorp | 73 | $975 | 0.00% | 00.0% | Unchanged |
| Farmers & Merchants Investments Inc | 55 | $735 | 0.00% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 54 | $722 | 0.00% | 00.0% | Unchanged |
| FinTrust Capital Advisors, LLC | 36 | $481 | 0.00% | +36 | New |
| Continuum Advisory, LLC | 37 | $480 | 0.00% | +37 | New |
| Umb Bank N A | 32 | $428 | 0.00% | +32 | New |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 32 | $427 | 0.00% | +32 | New |
| 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 |