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 |
|---|---|---|---|---|---|
| State Board of Administration of Florida Retirement System | 23,743 | $310.1K | 0.00% | 00.0% | Unchanged |
| Arizona State Retirement System | 23,575 | $307.9K | 0.00% | +584+2.5% | Added |
| Nisa Investment Advisors, LLC | 22,215 | $299.2K | 0.00% | −4,717−17.5% | Reduced |
| Marble Harbor Investment Counsel, LLC | 22,300 | $291.2K | 0.03% | +7,300+48.7% | Added |
| Everence Capital Management Inc | 21,422 | $280.0K | 0.02% | 00.0% | Unchanged |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 21,289 | $278.0K | 0.00% | +148+0.7% | Added |
| Arkadios Wealth Advisors | 21,154 | $276.3K | 0.02% | +287+1.4% | Added |
| Apollon Wealth Management, LLC | 20,922 | $273.2K | 0.01% | +20,922 | New |
| TownSquare Capital, LLC | 19,855 | $259.3K | 0.00% | +1,831+10.2% | Added |
| 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 |
| Geneos Wealth Management Inc. | 19,487 | $254.5K | 0.01% | −464−2.3% | Reduced |
| Private Advisor Group, LLC | 19,441 | $253.9K | 0.00% | −10,096−34.2% | Reduced |
| Retirement Financial Solutions, LLC | 19,419 | $253.6K | 0.11% | −5,444−21.9% | Reduced |
| Triumph Capital Management | 18,768 | $251.8K | 0.09% | −700−3.6% | Reduced |
| Oregon Public Employees Retirement Fund | 19,246 | $251.4K | 0.00% | −600−3.0% | Reduced |
| Concorde Asset Management, LLC | 19,000 | $248.1K | 0.14% | +4,150+27.9% | Added |
| Mutual Advisors, LLC | 18,326 | $240.3K | 0.01% | +519+2.9% | Added |
| Qube Research & Technologies Ltd | 18,326 | $239.3K | 0.00% | +18,326 | New |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 17,490 | $228.4K | 0.00% | −151−0.9% | Reduced |
| Brookstone Capital Management | 17,341 | $226.5K | 0.00% | −7,427−30.0% | Reduced |
| Ignite Planners, LLC | 17,199 | $224.6K | 0.05% | −2,400−12.2% | Reduced |
| ProShare Advisors LLC | 17,123 | $223.6K | 0.00% | +4,346+34.0% | Added |
| Moors & Cabot, Inc. | 17,117 | $223.5K | 0.01% | +5,961+53.4% | Added |
| Raymond James Financial Services Advisors, Inc. | 15,865 | $207.2K | 0.00% | +3,483+28.1% | Added |
| Endowment Wealth Management, Inc. | 15,568 | $203.3K | 0.13% | +426+2.8% | Added |
| STRS Ohio | 14,900 | $194.6K | 0.00% | 00.0% | Unchanged |
| Victory Capital Management Inc | 14,692 | $191.9K | 0.00% | −1,638−10.0% | Reduced |
| Hodges Capital Management Inc. | 14,476 | $189.1K | 0.01% | +14,476 | New |
| Amundi | 14,406 | $181.2K | 0.00% | +2,648+22.5% | Added |
| Safeguard Investment Advisory Group, LLC | 13,374 | $174.7K | 0.05% | 00.0% | Unchanged |
| Intech Investment Management LLC | 12,880 | $168.2K | 0.00% | +12,880 | New |
| Susquehanna International Group, LLP | 12,818 | $167.4K | 0.00% | +12,818 | New |
| Raleigh Capital Management Inc. | 12,495 | $163.2K | 0.06% | 00.0% | Unchanged |
| Sollinda Capital Management LLC | 12,487 | $163.1K | 0.05% | 00.0% | Unchanged |
| Mutual of America Capital Management LLC | 12,308 | $160.7K | 0.00% | −1,149−8.5% | Reduced |
| Coppell Advisory Solutions LLC | 11,722 | $157.5K | 0.02% | −3,760−24.3% | Reduced |
| Tyche Wealth Partners LLC | 11,968 | $156.3K | 0.04% | 00.0% | Unchanged |
| Public Employees Retirement Association of Colorado | 11,811 | $154.0K | 0.00% | 00.0% | Unchanged |
| AE Wealth Management LLC | 11,284 | $147.4K | 0.00% | −19,313−63.1% | Reduced |
| Cresset Asset Management, LLC | 10,878 | $145.9K | 0.00% | +10,878 | New |
| AlphaCore Capital LLC | 10,281 | $137.9K | 0.03% | +281+2.8% | Added |
| HSBC Holdings PLC | 10,381 | $135.7K | 0.00% | +10,381 | New |
| Cerity Partners LLC | 10,149 | $132.6K | 0.00% | +10,149 | New |
| Ameritas Investment Partners, Inc. | 8,265 | $107.9K | 0.00% | 00.0% | Unchanged |
| State of Wyoming | 7,814 | $102.1K | 0.01% | −5,094−39.5% | Reduced |
| Lazard Asset Management LLC | 7,309 | $95.0K | 0.00% | −16,289−69.0% | Reduced |
| Beacon Capital Management, LLC | 6,339 | $82.8K | 0.01% | 00.0% | Unchanged |
| Gen-Wealth Partners Inc | 6,118 | $81.7K | 0.04% | −5,746−48.4% | Reduced |
| Steward Partners Investment Advisory, LLC | 5,810 | $75.9K | 0.00% | +5,810 | New |
| Castleview Partners, LLC | 5,520 | $72.1K | 0.04% | 00.0% | Unchanged |
| KBC Group NV | 4,664 | $61.0K | 0.00% | +1,588+51.6% | Added |
| Danske Bank A/S | 4,300 | $56.2K | 0.00% | +4,300 | New |
| Tower Research Capital LLC (TRC) | 4,276 | $55.8K | 0.00% | −10,288−70.6% | Reduced |
| Semmax Financial Advisors Inc. | 4,300 | $55.8K | 0.02% | 00.0% | Unchanged |
| Kathleen S. Wright Associates Inc. | 3,425 | $44.7K | 0.02% | 00.0% | Unchanged |
| Fairscale Capital, LLC | 3,111 | $41.7K | 0.04% | 00.0% | Unchanged |
| The PNC Financial Services Group, Inc. | 2,872 | $37.5K | 0.00% | −9,423−76.6% | Reduced |
| FMR LLC | 2,623 | $34.3K | 0.00% | +787+42.9% | Added |
| CWM, LLC | 2,499 | $33.0K | 0.00% | +31+1.3% | Added |
| Spire Wealth Management | 2,240 | $29.3K | 0.00% | 00.0% | Unchanged |
| New England Capital Financial Advisors LLC | 1,558 | $20.3K | 0.01% | +43+2.8% | Added |
| Public Employees Retirement System of Ohio | 1,409 | $18.4K | 0.00% | +485+52.5% | Added |
| Jaffetilchin Investment Partners, LLC | 1,231 | $16.1K | 0.00% | +1,231 | New |
| Barrow Hanley Mewhinney & Strauss LLC | 1,180 | $15.4K | 0.00% | 00.0% | Unchanged |
| Mather Group, LLC. | 967 | $12.6K | 0.00% | 00.0% | Unchanged |
| EverSource Wealth Advisors, LLC | 691 | $9.02K | 0.00% | 00.0% | Unchanged |
| Harbor Capital Advisors, Inc. | 723 | $9.00K | 0.00% | +723 | New |
| Rothschild Investment LLC | 461 | $6.02K | 0.00% | +50+12.2% | Added |
| Bessemer Group Inc | 396 | $5.00K | 0.00% | +396 | New |
| GAMMA Investing LLC | 356 | $4.65K | 0.00% | −286−44.5% | Reduced |
| CoreCap Advisors, LLC | 347 | $4.53K | 0.00% | −325−48.4% | Reduced |
| Smartleaf Asset Management LLC | 310 | $4.17K | 0.00% | −84−21.3% | Reduced |
| Umb Bank N A | 266 | $3.47K | 0.00% | +170+177.1% | Added |
| Covestor Ltd | 217 | $3.00K | 0.00% | +46+26.9% | Added |
| Fifth Third Bancorp | 148 | $1.93K | 0.00% | +36+32.1% | Added |
| First Horizon Advisors, Inc. | 87 | $1.14K | 0.00% | 00.0% | Unchanged |
| Russell Investments Group, Ltd. | 77 | $1.01K | 0.00% | +32+71.1% | Added |
| Massmutual Trust Co FSB | 73 | $953 | 0.00% | +73 | New |
| Farmers & Merchants Investments Inc | 55 | $718 | 0.00% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 54 | $706 | 0.00% | 00.0% | Unchanged |
| Continuum Advisory, LLC | 37 | $475 | 0.00% | 00.0% | Unchanged |
| FinTrust Capital Advisors, LLC | 36 | $471 | 0.00% | 00.0% | Unchanged |
| Assetmark, Inc | 24 | $313 | 0.00% | +24 | New |
| Huntington National Bank | 21 | $274 | 0.00% | 00.0% | Unchanged |
| Larson Financial Group LLC | 13 | $170 | 0.00% | +13 | New |
| Mendota Financial Group, LLC | 5 | $66 | 0.00% | +5 | New |
| FJ Capital Management LLC | 0 | $0 | 0.00% | −141,626−100.0% | Sold out |
| Atom Investors LP | 0 | $0 | 0.00% | −122,450−100.0% | Sold out |
| Truist Financial Corp | 0 | $0 | 0.00% | −29,670−100.0% | Sold out |
| Sherbrooke Park Advisers LLC | 0 | $0 | 0.00% | −23,895−100.0% | Sold out |
| Centiva Capital, LP | 0 | $0 | 0.00% | −22,813−100.0% | Sold out |
| Money Concepts Capital Corp | 0 | $0 | 0.00% | −21,475−100.0% | Sold out |
| Prime Capital Investment Advisors, LLC | 0 | $0 | 0.00% | −20,640−100.0% | Sold out |
| Y-Intercept (Hong Kong) Ltd | 0 | $0 | 0.00% | −19,649−100.0% | Sold out |
| National Asset Management, Inc. | 0 | $0 | 0.00% | −18,501−100.0% | Sold out |
| Coastal Investment Advisors, Inc. | 0 | $0 | 0.00% | −17,309−100.0% | Sold out |
| Gsa Capital Partners LLP | 0 | $0 | 0.00% | −14,685−100.0% | Sold out |
| Dark Forest Capital Management LP | 0 | $0 | 0.00% | −14,279−100.0% | Sold out |
| Strategic Blueprint, LLC | 0 | $0 | 0.00% | −13,753−100.0% | Sold out |