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, Q3 2024
Institutional positions in Franklin BSP Realty Trust, Inc. as of Sep 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
- 187
- +1 vs. Q2 2024
- Shares held
- 49.9M
- +13.8M (+38.2%) vs. Q2 2024
- Total value
- $652.0M
- +$195.9M (+42.9%) vs. Q2 2024
- New holders
- 23
- 58 more added
- Sold out
- 22
- 73 more reduced
2 institutions that held it in Q2 2024 haven't filed for Q3 2024 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q2 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, Q3 2024
Shares, value and share of portfolio for each institution holding Franklin BSP Realty Trust, Inc.; share changes are against Q2 2024.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Mendota Financial Group, LLC | 5 | $66 | 0.00% | +5 | New |
| Larson Financial Group LLC | 13 | $170 | 0.00% | +13 | New |
| Huntington National Bank | 21 | $274 | 0.00% | 00.0% | Unchanged |
| Assetmark, Inc | 24 | $313 | 0.00% | +24 | New |
| FinTrust Capital Advisors, LLC | 36 | $471 | 0.00% | 00.0% | Unchanged |
| Continuum Advisory, LLC | 37 | $475 | 0.00% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 54 | $706 | 0.00% | 00.0% | Unchanged |
| Farmers & Merchants Investments Inc | 55 | $718 | 0.00% | 00.0% | Unchanged |
| Massmutual Trust Co FSB | 73 | $953 | 0.00% | +73 | New |
| Russell Investments Group, Ltd. | 77 | $1.01K | 0.00% | +32+71.1% | Added |
| First Horizon Advisors, Inc. | 87 | $1.14K | 0.00% | 00.0% | Unchanged |
| Fifth Third Bancorp | 148 | $1.93K | 0.00% | +36+32.1% | Added |
| Covestor Ltd | 217 | $3.00K | 0.00% | +46+26.9% | Added |
| Umb Bank N A | 266 | $3.47K | 0.00% | +170+177.1% | Added |
| Smartleaf Asset Management LLC | 310 | $4.17K | 0.00% | −84−21.3% | Reduced |
| CoreCap Advisors, LLC | 347 | $4.53K | 0.00% | −325−48.4% | Reduced |
| GAMMA Investing LLC | 356 | $4.65K | 0.00% | −286−44.5% | Reduced |
| Bessemer Group Inc | 396 | $5.00K | 0.00% | +396 | New |
| Rothschild Investment LLC | 461 | $6.02K | 0.00% | +50+12.2% | Added |
| Harbor Capital Advisors, Inc. | 723 | $9.00K | 0.00% | +723 | New |
| EverSource Wealth Advisors, LLC | 691 | $9.02K | 0.00% | 00.0% | Unchanged |
| Mather Group, LLC. | 967 | $12.6K | 0.00% | 00.0% | Unchanged |
| Barrow Hanley Mewhinney & Strauss LLC | 1,180 | $15.4K | 0.00% | 00.0% | Unchanged |
| Jaffetilchin Investment Partners, LLC | 1,231 | $16.1K | 0.00% | +1,231 | New |
| Public Employees Retirement System of Ohio | 1,409 | $18.4K | 0.00% | +485+52.5% | Added |
| New England Capital Financial Advisors LLC | 1,558 | $20.3K | 0.01% | +43+2.8% | Added |
| Spire Wealth Management | 2,240 | $29.3K | 0.00% | 00.0% | Unchanged |
| CWM, LLC | 2,499 | $33.0K | 0.00% | +31+1.3% | Added |
| FMR LLC | 2,623 | $34.3K | 0.00% | +787+42.9% | Added |
| The PNC Financial Services Group, Inc. | 2,872 | $37.5K | 0.00% | −9,423−76.6% | Reduced |
| Fairscale Capital, LLC | 3,111 | $41.7K | 0.04% | 00.0% | Unchanged |
| Kathleen S. Wright Associates Inc. | 3,425 | $44.7K | 0.02% | 00.0% | Unchanged |
| Semmax Financial Advisors Inc. | 4,300 | $55.8K | 0.02% | 00.0% | Unchanged |
| Tower Research Capital LLC (TRC) | 4,276 | $55.8K | 0.00% | −10,288−70.6% | Reduced |
| Danske Bank A/S | 4,300 | $56.2K | 0.00% | +4,300 | New |
| KBC Group NV | 4,664 | $61.0K | 0.00% | +1,588+51.6% | Added |
| Castleview Partners, LLC | 5,520 | $72.1K | 0.04% | 00.0% | Unchanged |
| Steward Partners Investment Advisory, LLC | 5,810 | $75.9K | 0.00% | +5,810 | New |
| Gen-Wealth Partners Inc | 6,118 | $81.7K | 0.04% | −5,746−48.4% | Reduced |
| Beacon Capital Management, LLC | 6,339 | $82.8K | 0.01% | 00.0% | Unchanged |
| Lazard Asset Management LLC | 7,309 | $95.0K | 0.00% | −16,289−69.0% | Reduced |
| State of Wyoming | 7,814 | $102.1K | 0.01% | −5,094−39.5% | Reduced |
| Ameritas Investment Partners, Inc. | 8,265 | $107.9K | 0.00% | 00.0% | Unchanged |
| Cerity Partners LLC | 10,149 | $132.6K | 0.00% | +10,149 | New |
| HSBC Holdings PLC | 10,381 | $135.7K | 0.00% | +10,381 | New |
| AlphaCore Capital LLC | 10,281 | $137.9K | 0.03% | +281+2.8% | Added |
| Cresset Asset Management, LLC | 10,878 | $145.9K | 0.00% | +10,878 | New |
| AE Wealth Management LLC | 11,284 | $147.4K | 0.00% | −19,313−63.1% | Reduced |
| Public Employees Retirement Association of Colorado | 11,811 | $154.0K | 0.00% | 00.0% | Unchanged |
| Tyche Wealth Partners LLC | 11,968 | $156.3K | 0.04% | 00.0% | Unchanged |
| Coppell Advisory Solutions LLC | 11,722 | $157.5K | 0.02% | −3,760−24.3% | Reduced |
| Mutual of America Capital Management LLC | 12,308 | $160.7K | 0.00% | −1,149−8.5% | Reduced |
| Sollinda Capital Management LLC | 12,487 | $163.1K | 0.05% | 00.0% | Unchanged |
| Raleigh Capital Management Inc. | 12,495 | $163.2K | 0.06% | 00.0% | Unchanged |
| Susquehanna International Group, LLP | 12,818 | $167.4K | 0.00% | +12,818 | New |
| Intech Investment Management LLC | 12,880 | $168.2K | 0.00% | +12,880 | New |
| Safeguard Investment Advisory Group, LLC | 13,374 | $174.7K | 0.05% | 00.0% | Unchanged |
| Amundi | 14,406 | $181.2K | 0.00% | +2,648+22.5% | Added |
| Hodges Capital Management Inc. | 14,476 | $189.1K | 0.01% | +14,476 | New |
| Victory Capital Management Inc | 14,692 | $191.9K | 0.00% | −1,638−10.0% | Reduced |
| STRS Ohio | 14,900 | $194.6K | 0.00% | 00.0% | Unchanged |
| Endowment Wealth Management, Inc. | 15,568 | $203.3K | 0.13% | +426+2.8% | Added |
| Raymond James Financial Services Advisors, Inc. | 15,865 | $207.2K | 0.00% | +3,483+28.1% | Added |
| Moors & Cabot, Inc. | 17,117 | $223.5K | 0.01% | +5,961+53.4% | Added |
| ProShare Advisors LLC | 17,123 | $223.6K | 0.00% | +4,346+34.0% | Added |
| Ignite Planners, LLC | 17,199 | $224.6K | 0.05% | −2,400−12.2% | Reduced |
| Brookstone Capital Management | 17,341 | $226.5K | 0.00% | −7,427−30.0% | Reduced |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 17,490 | $228.4K | 0.00% | −151−0.9% | Reduced |
| Qube Research & Technologies Ltd | 18,326 | $239.3K | 0.00% | +18,326 | New |
| Mutual Advisors, LLC | 18,326 | $240.3K | 0.01% | +519+2.9% | Added |
| Concorde Asset Management, LLC | 19,000 | $248.1K | 0.14% | +4,150+27.9% | Added |
| Oregon Public Employees Retirement Fund | 19,246 | $251.4K | 0.00% | −600−3.0% | Reduced |
| Triumph Capital Management | 18,768 | $251.8K | 0.09% | −700−3.6% | Reduced |
| Retirement Financial Solutions, LLC | 19,419 | $253.6K | 0.11% | −5,444−21.9% | Reduced |
| Private Advisor Group, LLC | 19,441 | $253.9K | 0.00% | −10,096−34.2% | Reduced |
| Geneos Wealth Management Inc. | 19,487 | $254.5K | 0.01% | −464−2.3% | Reduced |
| Brinker Capital Investments, LLC | 19,639 | $256.5K | 0.00% | +1,381+7.6% | Added |
| Orion Portfolio Solutions, LLC | 19,639 | $256.5K | 0.00% | +1,381+7.6% | Added |
| TownSquare Capital, LLC | 19,855 | $259.3K | 0.00% | +1,831+10.2% | Added |
| Apollon Wealth Management, LLC | 20,922 | $273.2K | 0.01% | +20,922 | New |
| Arkadios Wealth Advisors | 21,154 | $276.3K | 0.02% | +287+1.4% | Added |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 21,289 | $278.0K | 0.00% | +148+0.7% | Added |
| Everence Capital Management Inc | 21,422 | $280.0K | 0.02% | 00.0% | Unchanged |
| Marble Harbor Investment Counsel, LLC | 22,300 | $291.2K | 0.03% | +7,300+48.7% | Added |
| Nisa Investment Advisors, LLC | 22,215 | $299.2K | 0.00% | −4,717−17.5% | Reduced |
| Arizona State Retirement System | 23,575 | $307.9K | 0.00% | +584+2.5% | Added |
| State Board of Administration of Florida Retirement System | 23,743 | $310.1K | 0.00% | 00.0% | Unchanged |
| Amalgamated Bank | 24,332 | $318.0K | 0.00% | −730−2.9% | Reduced |
| New York State Common Retirement Fund | 24,665 | $322.1K | 0.00% | −3,500−12.4% | Reduced |
| LSV Asset Management | 26,271 | $343.0K | 0.00% | 00.0% | Unchanged |
| SG Americas Securities, LLC | 26,428 | $345.0K | 0.00% | +26,428 | New |
| SEI Investments Co | 26,967 | $352.2K | 0.00% | +130.0% | Added |
| Teachers Retirement System of the State of Kentucky | 27,184 | $355.0K | 0.00% | 00.0% | Unchanged |
| Maryland State Retirement & Pension System | 27,633 | $360.9K | 0.01% | −912−3.2% | Reduced |
| Orchard Capital Managment, LLC | 28,482 | $372.0K | 0.13% | −553,650−95.1% | Reduced |
| Commonwealth Equity Services, LLC | 29,263 | $382.0K | 0.00% | −3,298−10.1% | Reduced |
| Comerica Bank | 29,507 | $385.4K | 0.00% | −1,494−4.8% | Reduced |
| Magnus Financial Group LLC | 29,575 | $386.3K | 0.04% | 00.0% | Unchanged |
| Sterling Capital Management LLC | 29,958 | $391.3K | 0.01% | +29,958 | New |
| Beck Capital Management, LLC | 30,211 | $394.6K | 0.11% | −4,661−13.4% | Reduced |