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, Q4 2024
Institutional positions in Franklin BSP Realty Trust, Inc. as of Dec 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
- 200
- +16 vs. Q3 2024
- Shares held
- 50.8M
- +1.01M (+2.0%) vs. Q3 2024
- Total value
- $638.4M
- −$12.6M (−1.9%) vs. Q3 2024
- New holders
- 29
- 64 more added
- Sold out
- 13
- 70 more reduced
3 institutions that held it in Q3 2024 haven't filed for Q4 2024 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q3 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, Q4 2024
Shares, value and share of portfolio for each institution holding Franklin BSP Realty Trust, Inc.; share changes are against Q3 2024.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Lindbrook Capital, LLC | 10 | $125 | 0.00% | +10 | New |
| Assetmark, Inc | 16 | $201 | 0.00% | −8−33.3% | Reduced |
| IFP Advisors, Inc | 0 | $426 | 0.00% | 0 | New |
| Continuum Advisory, LLC | 37 | $464 | 0.00% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 54 | $678 | 0.00% | 00.0% | Unchanged |
| Farmers & Merchants Investments Inc | 55 | $690 | 0.00% | 00.0% | Unchanged |
| Parallel Advisors, LLC | 60 | $752 | 0.00% | +60 | New |
| Fifth Third Bancorp | 83 | $1.04K | 0.00% | −65−43.9% | Reduced |
| First Horizon Advisors, Inc. | 87 | $1.09K | 0.00% | 00.0% | Unchanged |
| Huntington National Bank | 94 | $1.18K | 0.00% | +73+347.6% | Added |
| Russell Investments Group, Ltd. | 94 | $1.18K | 0.00% | +17+22.1% | Added |
| Massmutual Trust Co FSB | 94 | $1.18K | 0.00% | +21+28.8% | Added |
| EverSource Wealth Advisors, LLC | 103 | $1.29K | 0.00% | −588−85.1% | Reduced |
| WPG Advisers, LLC | 121 | $1.52K | 0.00% | +121 | New |
| POM Investment Strategies, LLC | 179 | $2.25K | 0.00% | +179 | New |
| Luminist Capital LLC | 234 | $2.93K | 0.01% | +234 | New |
| Covestor Ltd | 267 | $3.00K | 0.00% | +50+23.0% | Added |
| GAMMA Investing LLC | 260 | $3.26K | 0.00% | −96−27.0% | Reduced |
| Umb Bank N A | 266 | $3.34K | 0.00% | 00.0% | Unchanged |
| Larson Financial Group LLC | 270 | $3.39K | 0.00% | +257+1,976.9% | Added |
| Versant Capital Management, Inc | 276 | $3.46K | 0.00% | +276 | New |
| CoreCap Advisors, LLC | 328 | $4.11K | 0.00% | −19−5.5% | Reduced |
| Smartleaf Asset Management LLC | 370 | $4.63K | 0.00% | +60+19.4% | Added |
| Bessemer Group Inc | 406 | $5.00K | 0.00% | +10+2.5% | Added |
| Rothschild Investment LLC | 471 | $5.91K | 0.00% | +10+2.2% | Added |
| Signaturefd, LLC | 644 | $8.08K | 0.00% | +644 | New |
| Harbor Capital Advisors, Inc. | 714 | $9.00K | 0.00% | −9−1.2% | Reduced |
| Danske Bank A/S | 800 | $10.0K | 0.00% | −3,500−81.4% | Reduced |
| Transce3nd, LLC | 906 | $11.4K | 0.00% | +906 | New |
| Mather Group, LLC. | 967 | $12.1K | 0.00% | 00.0% | Unchanged |
| Barrow Hanley Mewhinney & Strauss LLC | 1,180 | $14.8K | 0.00% | 00.0% | Unchanged |
| CWM, LLC | 1,218 | $15.0K | 0.00% | −1,281−51.3% | Reduced |
| New England Capital Financial Advisors LLC | 1,601 | $20.1K | 0.01% | +43+2.8% | Added |
| Public Employees Retirement System of Ohio | 1,970 | $24.7K | 0.00% | +561+39.8% | Added |
| The PNC Financial Services Group, Inc. | 2,118 | $26.6K | 0.00% | −754−26.3% | Reduced |
| Spire Wealth Management | 2,240 | $28.1K | 0.00% | 00.0% | Unchanged |
| Quarry LP | 2,550 | $32.0K | 0.01% | +2,550 | New |
| Sterling Capital Management LLC | 2,630 | $33.0K | 0.00% | −27,328−91.2% | Reduced |
| Fairscale Capital, LLC | 3,111 | $39.0K | 0.03% | 00.0% | Unchanged |
| Kathleen S. Wright Associates Inc. | 3,425 | $43.0K | 0.02% | 00.0% | Unchanged |
| FMR LLC | 3,952 | $49.6K | 0.00% | +1,329+50.7% | Added |
| Gen-Wealth Partners Inc | 4,140 | $51.9K | 0.02% | −1,978−32.3% | Reduced |
| Semmax Financial Advisors Inc. | 4,300 | $55.9K | 0.01% | 00.0% | Unchanged |
| KBC Group NV | 4,664 | $58.0K | 0.00% | 00.0% | Unchanged |
| Global Retirement Partners, LLC | 4,956 | $62.1K | 0.00% | −32,139−86.6% | Reduced |
| Costello Asset Management, INC | 4,657 | $67.3K | 0.04% | +4,657 | New |
| Castleview Partners, LLC | 5,520 | $69.2K | 0.04% | 00.0% | Unchanged |
| Steward Partners Investment Advisory, LLC | 5,810 | $72.9K | 0.00% | 00.0% | Unchanged |
| Beacon Capital Management, LLC | 6,378 | $80.0K | 0.01% | +39+0.6% | Added |
| Lazard Asset Management LLC | 7,545 | $94.0K | 0.00% | +236+3.2% | Added |
| Ameritas Investment Partners, Inc. | 8,265 | $103.6K | 0.00% | 00.0% | Unchanged |
| Financial Gravity Companies, Inc. | 10,026 | $125.7K | 0.03% | +10,026 | New |
| NWF Advisory Services Inc. | 10,175 | $131.2K | 0.02% | +10,175 | New |
| LaSalle St. Investment Advisors, LLC | 10,674 | $133.0K | 0.04% | +10,674 | New |
| Cresset Asset Management, LLC | 10,451 | $134.8K | 0.00% | −427−3.9% | Reduced |
| PharVision Advisers, LLC | 10,800 | $135.4K | 0.11% | +10,800 | New |
| SG Americas Securities, LLC | 11,324 | $142.0K | 0.00% | −15,104−57.2% | Reduced |
| Coppell Advisory Solutions LLC | 11,722 | $146.6K | 0.02% | 00.0% | Unchanged |
| Dynamic Technology Lab Private Ltd | 11,734 | $147.0K | 0.02% | +11,734 | New |
| Public Employees Retirement Association of Colorado | 11,811 | $148.0K | 0.00% | 00.0% | Unchanged |
| Stifel Financial Corp | 11,809 | $148.1K | 0.00% | +11,809 | New |
| ClearAlpha Technologies LP | 11,917 | $149.4K | 0.13% | +11,917 | New |
| Tyche Wealth Partners LLC | 11,968 | $150.1K | 0.03% | 00.0% | Unchanged |
| Mutual of America Capital Management LLC | 12,398 | $155.5K | 0.00% | +90+0.7% | Added |
| Sollinda Capital Management LLC | 12,487 | $156.6K | 0.04% | 00.0% | Unchanged |
| Raleigh Capital Management Inc. | 12,495 | $156.7K | 0.06% | 00.0% | Unchanged |
| AlphaCore Capital LLC | 12,569 | $162.1K | 0.04% | +2,288+22.3% | Added |
| Syon Capital LLC | 12,995 | $163.0K | 0.01% | +12,995 | New |
| Safeguard Investment Advisory Group, LLC | 13,374 | $167.7K | 0.05% | 00.0% | Unchanged |
| Brookstone Capital Management | 13,761 | $172.6K | 0.00% | −3,580−20.6% | Reduced |
| Longboard Asset Management, LP | 13,860 | $173.8K | 0.46% | +13,860 | New |
| Tower Research Capital LLC (TRC) | 14,001 | $175.6K | 0.00% | +9,725+227.4% | Added |
| Victory Capital Management Inc | 14,428 | $180.9K | 0.00% | −264−1.8% | Reduced |
| STRS Ohio | 14,900 | $186.8K | 0.00% | 00.0% | Unchanged |
| BNP Paribas Arbitrage, SA | 15,041 | $188.6K | 0.00% | +15,041 | New |
| Ignite Planners, LLC | 15,135 | $192.4K | 0.04% | −2,064−12.0% | Reduced |
| KLP Kapitalforvaltning AS | 15,142 | $194.4K | 0.00% | +15,142 | New |
| Endowment Wealth Management, Inc. | 16,003 | $200.7K | 0.13% | +435+2.8% | Added |
| Triumph Capital Management | 16,268 | $204.0K | 0.07% | −2,500−13.3% | Reduced |
| Police & Firemen's Retirement System of New Jersey | 16,507 | $207.0K | 0.00% | +16,507 | New |
| SEI Investments Co | 16,808 | $210.7K | 0.00% | −10,159−37.7% | Reduced |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 17,471 | $219.1K | 0.00% | −19−0.1% | Reduced |
| Retirement Financial Solutions, LLC | 17,607 | $220.8K | 0.12% | −1,812−9.3% | Reduced |
| Concorde Asset Management, LLC | 18,600 | $233.2K | 0.12% | −400−2.1% | Reduced |
| Oregon Public Employees Retirement Fund | 19,246 | $241.3K | 0.00% | 00.0% | Unchanged |
| XTX Topco Ltd | 19,428 | $243.6K | 0.02% | +19,428 | New |
| Geneos Wealth Management Inc. | 19,493 | $244.4K | 0.01% | +60.0% | Added |
| Mutual Advisors, LLC | 19,728 | $247.4K | 0.01% | +1,402+7.7% | Added |
| Private Advisor Group, LLC | 20,157 | $252.8K | 0.00% | +716+3.7% | Added |
| Nisa Investment Advisors, LLC | 19,962 | $258.2K | 0.00% | −2,253−10.1% | Reduced |
| Arkadios Wealth Advisors | 20,631 | $258.7K | 0.01% | −523−2.5% | Reduced |
| Brinker Capital Investments, LLC | 20,877 | $261.8K | 0.00% | +1,238+6.3% | Added |
| Orion Portfolio Solutions, LLC | 20,877 | $261.8K | 0.00% | +1,238+6.3% | Added |
| Moors & Cabot, Inc. | 20,958 | $262.8K | 0.01% | +3,841+22.4% | Added |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 21,082 | $264.4K | 0.00% | −207−1.0% | Reduced |
| Hodges Capital Management Inc. | 21,692 | $272.0K | 0.02% | +7,216+49.8% | Added |
| Marble Harbor Investment Counsel, LLC | 22,300 | $279.6K | 0.03% | 00.0% | Unchanged |
| State Board of Administration of Florida Retirement System | 23,743 | $297.7K | 0.00% | 00.0% | Unchanged |
| Arizona State Retirement System | 23,749 | $297.8K | 0.00% | +174+0.7% | Added |
| Amalgamated Bank | 24,114 | $302.0K | 0.00% | −218−0.9% | Reduced |