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, Q2 2024
Institutional positions in Franklin BSP Realty Trust, Inc. as of Jun 30, 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
- 188
- +13 vs. Q1 2024
- Shares held
- 49.7M
- +1.18M (+2.4%) vs. Q1 2024
- Total value
- $627.6M
- −$21.4M (−3.3%) vs. Q1 2024
- New holders
- 31
- 61 more added
- Sold out
- 18
- 66 more reduced
2 institutions that held it in Q1 2024 haven't filed for Q2 2024 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q1 2024: 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, Q2 2024
Shares, value and share of portfolio for each institution holding Franklin BSP Realty Trust, Inc.; share changes are against Q1 2024.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Quest Partners LLC | 1 | $13 | 0.00% | −104−99.0% | Reduced |
| Huntington National Bank | 21 | $265 | 0.00% | +21 | New |
| FinTrust Capital Advisors, LLC | 36 | $454 | 0.00% | 00.0% | Unchanged |
| Continuum Advisory, LLC | 37 | $466 | 0.00% | 00.0% | Unchanged |
| Russell Investments Group, Ltd. | 45 | $567 | 0.00% | +45 | New |
| Parallel Advisors, LLC | 53 | $668 | 0.00% | +53 | New |
| Parkside Financial Bank & Trust | 54 | $681 | 0.00% | 00.0% | Unchanged |
| Farmers & Merchants Investments Inc | 55 | $693 | 0.00% | 00.0% | Unchanged |
| First Horizon Advisors, Inc. | 87 | $1.10K | 0.00% | +87 | New |
| Umb Bank N A | 96 | $1.21K | 0.00% | +64+200.0% | Added |
| Fifth Third Bancorp | 112 | $1.41K | 0.00% | +39+53.4% | Added |
| Benjamin F. Edwards & Company, Inc. | 167 | $2.00K | 0.00% | −52−23.7% | Reduced |
| Covestor Ltd | 171 | $2.00K | 0.00% | +53+44.9% | Added |
| Catalyst Funds Management Pty Ltd | 200 | $2.52K | 0.00% | +200 | New |
| Triad Wealth Partners, LLC | 207 | $2.61K | 0.00% | +207 | New |
| Jamison Private Wealth Management, Inc. | 389 | $4.90K | 0.00% | +389 | New |
| Smartleaf Asset Management LLC | 394 | $5.00K | 0.00% | +394 | New |
| Rothschild Investment LLC | 411 | $5.18K | 0.00% | +40+10.8% | Added |
| SWS Partners | 443 | $5.58K | 0.00% | +443 | New |
| GAMMA Investing LLC | 642 | $8.09K | 0.00% | +301+88.3% | Added |
| CoreCap Advisors, LLC | 672 | $8.47K | 0.00% | 00.0% | Unchanged |
| EverSource Wealth Advisors, LLC | 691 | $9.56K | 0.00% | 00.0% | Unchanged |
| Public Employees Retirement System of Ohio | 924 | $11.6K | 0.00% | +489+112.4% | Added |
| Mather Group, LLC. | 967 | $12.9K | 0.00% | 00.0% | Unchanged |
| Barrow Hanley Mewhinney & Strauss LLC | 1,180 | $14.9K | 0.00% | 00.0% | Unchanged |
| New England Capital Financial Advisors LLC | 1,515 | $19.1K | 0.01% | +41+2.8% | Added |
| FMR LLC | 1,836 | $23.1K | 0.00% | +649+54.7% | Added |
| Spire Wealth Management | 2,240 | $28.2K | 0.00% | −6,358−73.9% | Reduced |
| CWM, LLC | 2,468 | $31.0K | 0.00% | +112+4.8% | Added |
| EntryPoint Capital, LLC | 2,809 | $35.4K | 0.02% | +2,809 | New |
| KBC Group NV | 3,076 | $39.0K | 0.00% | 00.0% | Unchanged |
| Fairscale Capital, LLC | 3,111 | $41.5K | 0.04% | +3,111 | New |
| Kathleen S. Wright Associates Inc. | 3,425 | $43.2K | 0.02% | 00.0% | Unchanged |
| Semmax Financial Advisors Inc. | 4,300 | $53.4K | 0.02% | 00.0% | Unchanged |
| Castleview Partners, LLC | 5,520 | $69.6K | 0.04% | −234−4.1% | Reduced |
| Beacon Capital Management, LLC | 6,339 | $79.9K | 0.01% | −160−2.5% | Reduced |
| Your Advocates Ltd., LLP | 5,996 | $87.9K | 0.04% | +5,996 | New |
| Ameritas Investment Partners, Inc. | 8,265 | $104.1K | 0.00% | 00.0% | Unchanged |
| AlphaCore Capital LLC | 10,000 | $129.6K | 0.03% | +10,000 | New |
| Two Sigma Advisers, LP | 11,000 | $138.6K | 0.00% | +11,000 | New |
| Moors & Cabot, Inc. | 11,156 | $140.6K | 0.01% | 00.0% | Unchanged |
| Amundi | 11,758 | $147.3K | 0.00% | −2,809−19.3% | Reduced |
| Public Employees Retirement Association of Colorado | 11,811 | $149.0K | 0.00% | 00.0% | Unchanged |
| Gen-Wealth Partners Inc | 11,864 | $149.5K | 0.07% | −1,175−9.0% | Reduced |
| Tyche Wealth Partners LLC | 11,968 | $150.8K | 0.04% | 00.0% | Unchanged |
| The PNC Financial Services Group, Inc. | 12,295 | $154.9K | 0.00% | +7,922+181.2% | Added |
| Raymond James Financial Services Advisors, Inc. | 12,382 | $156.0K | 0.00% | −7,332−37.2% | Reduced |
| Sollinda Capital Management LLC | 12,487 | $157.3K | 0.05% | 00.0% | Unchanged |
| Raleigh Capital Management Inc. | 12,495 | $157.4K | 0.07% | +100+0.8% | Added |
| ProShare Advisors LLC | 12,777 | $161.0K | 0.00% | −3,967−23.7% | Reduced |
| Calton & Associates, Inc. | 12,813 | $161.4K | 0.08% | −4,149−24.5% | Reduced |
| State of Wyoming | 12,908 | $162.6K | 0.03% | +423+3.4% | Added |
| Safeguard Investment Advisory Group, LLC | 13,374 | $168.5K | 0.05% | 00.0% | Unchanged |
| Mutual of America Capital Management LLC | 13,457 | $169.6K | 0.00% | −682−4.8% | Reduced |
| Strategic Blueprint, LLC | 13,753 | $173.3K | 0.01% | +86+0.6% | Added |
| Dark Forest Capital Management LP | 14,279 | $179.9K | 0.03% | −480−3.3% | Reduced |
| Tower Research Capital LLC (TRC) | 14,564 | $183.5K | 0.00% | +13,458+1,216.8% | Added |
| Gsa Capital Partners LLP | 14,685 | $185.0K | 0.01% | +14,685 | New |
| Concorde Asset Management, LLC | 14,850 | $187.1K | 0.12% | +14,850 | New |
| STRS Ohio | 14,900 | $187.7K | 0.00% | 00.0% | Unchanged |
| Marble Harbor Investment Counsel, LLC | 15,000 | $189.0K | 0.02% | +15,000 | New |
| Endowment Wealth Management, Inc. | 15,142 | $190.8K | 0.14% | +407+2.8% | Added |
| Coppell Advisory Solutions LLC | 15,482 | $195.1K | 0.03% | +15,482 | New |
| Victory Capital Management Inc | 16,330 | $205.8K | 0.00% | −172−1.0% | Reduced |
| Coastal Investment Advisors, Inc. | 17,309 | $218.1K | 0.04% | 00.0% | Unchanged |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 17,641 | $222.3K | 0.00% | −83−0.5% | Reduced |
| TownSquare Capital, LLC | 18,024 | $227.1K | 0.00% | +18,024 | New |
| Brinker Capital Investments, LLC | 18,258 | $230.1K | 0.00% | +18,258 | New |
| Orion Portfolio Solutions, LLC | 18,258 | $230.1K | 0.00% | +18,258 | New |
| National Asset Management, Inc. | 18,501 | $239.7K | 0.01% | −1,334−6.7% | Reduced |
| Mutual Advisors, LLC | 17,807 | $243.8K | 0.01% | +77+0.4% | Added |
| Ignite Planners, LLC | 19,599 | $245.2K | 0.06% | −2,600−11.7% | Reduced |
| Y-Intercept (Hong Kong) Ltd | 19,649 | $247.6K | 0.01% | +19,649 | New |
| Oregon Public Employees Retirement Fund | 19,846 | $250.1K | 0.00% | −2,100−9.6% | Reduced |
| Geneos Wealth Management Inc. | 19,951 | $251.4K | 0.01% | −4,744−19.2% | Reduced |
| Triumph Capital Management | 19,468 | $252.2K | 0.10% | 00.0% | Unchanged |
| Prime Capital Investment Advisors, LLC | 20,640 | $260.1K | 0.00% | −24,926−54.7% | Reduced |
| Arkadios Wealth Advisors | 20,867 | $262.9K | 0.02% | +1,509+7.8% | Added |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 21,141 | $266.4K | 0.00% | +7,280+52.5% | Added |
| Everence Capital Management Inc | 21,422 | $268.0K | 0.02% | 00.0% | Unchanged |
| Money Concepts Capital Corp | 21,475 | $270.6K | 0.02% | 00.0% | Unchanged |
| Centiva Capital, LP | 22,813 | $287.4K | 0.01% | +22,813 | New |
| Arizona State Retirement System | 22,991 | $289.7K | 0.00% | +435+1.9% | Added |
| Lazard Asset Management LLC | 23,598 | $297.0K | 0.00% | +17,282+273.6% | Added |
| State Board of Administration of Florida Retirement System | 23,743 | $299.2K | 0.00% | +100.0% | Added |
| Sherbrooke Park Advisers LLC | 23,895 | $301.1K | 0.05% | +23,895 | New |
| Retirement Financial Solutions, LLC | 24,863 | $313.3K | 0.15% | −3,147−11.2% | Reduced |
| Amalgamated Bank | 25,062 | $316.0K | 0.00% | −86−0.3% | Reduced |
| LSV Asset Management | 26,271 | $331.0K | 0.00% | 00.0% | Unchanged |
| Brookstone Capital Management | 24,768 | $337.1K | 0.01% | −1,212−4.7% | Reduced |
| SEI Investments Co | 26,954 | $339.7K | 0.00% | +3,873+16.8% | Added |
| Teachers Retirement System of the State of Kentucky | 27,184 | $342.0K | 0.00% | 00.0% | Unchanged |
| Nisa Investment Advisors, LLC | 26,932 | $348.9K | 0.00% | −60.0% | Reduced |
| New York State Common Retirement Fund | 28,165 | $354.9K | 0.00% | −8,121−22.4% | Reduced |
| Maryland State Retirement & Pension System | 28,545 | $359.7K | 0.01% | −1,284−4.3% | Reduced |
| Private Advisor Group, LLC | 29,537 | $372.2K | 0.00% | +29,537 | New |
| Magnus Financial Group LLC | 29,575 | $372.6K | 0.04% | +6,208+26.6% | Added |
| Royal Bank of Canada | 29,562 | $373.0K | 0.00% | +3,860+15.0% | Added |
| Truist Financial Corp | 29,670 | $373.8K | 0.00% | 00.0% | Unchanged |
| AE Wealth Management LLC | 30,597 | $386.6K | 0.00% | +14,641+91.8% | Added |