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 |
|---|---|---|---|---|---|
| Amalgamated Bank | 24,114 | $302.0K | 0.00% | −218−0.9% | Reduced |
| Arizona State Retirement System | 23,749 | $297.8K | 0.00% | +174+0.7% | Added |
| State Board of Administration of Florida Retirement System | 23,743 | $297.7K | 0.00% | 00.0% | Unchanged |
| Marble Harbor Investment Counsel, LLC | 22,300 | $279.6K | 0.03% | 00.0% | Unchanged |
| Hodges Capital Management Inc. | 21,692 | $272.0K | 0.02% | +7,216+49.8% | Added |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 21,082 | $264.4K | 0.00% | −207−1.0% | Reduced |
| Moors & Cabot, Inc. | 20,958 | $262.8K | 0.01% | +3,841+22.4% | Added |
| 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 |
| Arkadios Wealth Advisors | 20,631 | $258.7K | 0.01% | −523−2.5% | Reduced |
| Nisa Investment Advisors, LLC | 19,962 | $258.2K | 0.00% | −2,253−10.1% | Reduced |
| Private Advisor Group, LLC | 20,157 | $252.8K | 0.00% | +716+3.7% | Added |
| Mutual Advisors, LLC | 19,728 | $247.4K | 0.01% | +1,402+7.7% | Added |
| Geneos Wealth Management Inc. | 19,493 | $244.4K | 0.01% | +60.0% | Added |
| XTX Topco Ltd | 19,428 | $243.6K | 0.02% | +19,428 | New |
| Oregon Public Employees Retirement Fund | 19,246 | $241.3K | 0.00% | 00.0% | Unchanged |
| Concorde Asset Management, LLC | 18,600 | $233.2K | 0.12% | −400−2.1% | Reduced |
| Retirement Financial Solutions, LLC | 17,607 | $220.8K | 0.12% | −1,812−9.3% | Reduced |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 17,471 | $219.1K | 0.00% | −19−0.1% | Reduced |
| SEI Investments Co | 16,808 | $210.7K | 0.00% | −10,159−37.7% | Reduced |
| Police & Firemen's Retirement System of New Jersey | 16,507 | $207.0K | 0.00% | +16,507 | New |
| Triumph Capital Management | 16,268 | $204.0K | 0.07% | −2,500−13.3% | Reduced |
| Endowment Wealth Management, Inc. | 16,003 | $200.7K | 0.13% | +435+2.8% | Added |
| KLP Kapitalforvaltning AS | 15,142 | $194.4K | 0.00% | +15,142 | New |
| Ignite Planners, LLC | 15,135 | $192.4K | 0.04% | −2,064−12.0% | Reduced |
| BNP Paribas Arbitrage, SA | 15,041 | $188.6K | 0.00% | +15,041 | New |
| STRS Ohio | 14,900 | $186.8K | 0.00% | 00.0% | Unchanged |
| Victory Capital Management Inc | 14,428 | $180.9K | 0.00% | −264−1.8% | Reduced |
| Tower Research Capital LLC (TRC) | 14,001 | $175.6K | 0.00% | +9,725+227.4% | Added |
| Longboard Asset Management, LP | 13,860 | $173.8K | 0.46% | +13,860 | New |
| Brookstone Capital Management | 13,761 | $172.6K | 0.00% | −3,580−20.6% | Reduced |
| Safeguard Investment Advisory Group, LLC | 13,374 | $167.7K | 0.05% | 00.0% | Unchanged |
| Syon Capital LLC | 12,995 | $163.0K | 0.01% | +12,995 | New |
| AlphaCore Capital LLC | 12,569 | $162.1K | 0.04% | +2,288+22.3% | Added |
| Raleigh Capital Management Inc. | 12,495 | $156.7K | 0.06% | 00.0% | Unchanged |
| Sollinda Capital Management LLC | 12,487 | $156.6K | 0.04% | 00.0% | Unchanged |
| Mutual of America Capital Management LLC | 12,398 | $155.5K | 0.00% | +90+0.7% | Added |
| Tyche Wealth Partners LLC | 11,968 | $150.1K | 0.03% | 00.0% | Unchanged |
| ClearAlpha Technologies LP | 11,917 | $149.4K | 0.13% | +11,917 | New |
| Stifel Financial Corp | 11,809 | $148.1K | 0.00% | +11,809 | New |
| Public Employees Retirement Association of Colorado | 11,811 | $148.0K | 0.00% | 00.0% | Unchanged |
| Dynamic Technology Lab Private Ltd | 11,734 | $147.0K | 0.02% | +11,734 | New |
| Coppell Advisory Solutions LLC | 11,722 | $146.6K | 0.02% | 00.0% | Unchanged |
| SG Americas Securities, LLC | 11,324 | $142.0K | 0.00% | −15,104−57.2% | Reduced |
| PharVision Advisers, LLC | 10,800 | $135.4K | 0.11% | +10,800 | New |
| Cresset Asset Management, LLC | 10,451 | $134.8K | 0.00% | −427−3.9% | Reduced |
| LaSalle St. Investment Advisors, LLC | 10,674 | $133.0K | 0.04% | +10,674 | New |
| NWF Advisory Services Inc. | 10,175 | $131.2K | 0.02% | +10,175 | New |
| Financial Gravity Companies, Inc. | 10,026 | $125.7K | 0.03% | +10,026 | New |
| Ameritas Investment Partners, Inc. | 8,265 | $103.6K | 0.00% | 00.0% | Unchanged |
| Lazard Asset Management LLC | 7,545 | $94.0K | 0.00% | +236+3.2% | Added |
| Beacon Capital Management, LLC | 6,378 | $80.0K | 0.01% | +39+0.6% | Added |
| Steward Partners Investment Advisory, LLC | 5,810 | $72.9K | 0.00% | 00.0% | Unchanged |
| Castleview Partners, LLC | 5,520 | $69.2K | 0.04% | 00.0% | Unchanged |
| Costello Asset Management, INC | 4,657 | $67.3K | 0.04% | +4,657 | New |
| Global Retirement Partners, LLC | 4,956 | $62.1K | 0.00% | −32,139−86.6% | Reduced |
| KBC Group NV | 4,664 | $58.0K | 0.00% | 00.0% | Unchanged |
| Semmax Financial Advisors Inc. | 4,300 | $55.9K | 0.01% | 00.0% | Unchanged |
| Gen-Wealth Partners Inc | 4,140 | $51.9K | 0.02% | −1,978−32.3% | Reduced |
| FMR LLC | 3,952 | $49.6K | 0.00% | +1,329+50.7% | Added |
| Kathleen S. Wright Associates Inc. | 3,425 | $43.0K | 0.02% | 00.0% | Unchanged |
| Fairscale Capital, LLC | 3,111 | $39.0K | 0.03% | 00.0% | Unchanged |
| Sterling Capital Management LLC | 2,630 | $33.0K | 0.00% | −27,328−91.2% | Reduced |
| Quarry LP | 2,550 | $32.0K | 0.01% | +2,550 | New |
| Spire Wealth Management | 2,240 | $28.1K | 0.00% | 00.0% | Unchanged |
| The PNC Financial Services Group, Inc. | 2,118 | $26.6K | 0.00% | −754−26.3% | Reduced |
| Public Employees Retirement System of Ohio | 1,970 | $24.7K | 0.00% | +561+39.8% | Added |
| New England Capital Financial Advisors LLC | 1,601 | $20.1K | 0.01% | +43+2.8% | Added |
| CWM, LLC | 1,218 | $15.0K | 0.00% | −1,281−51.3% | Reduced |
| Barrow Hanley Mewhinney & Strauss LLC | 1,180 | $14.8K | 0.00% | 00.0% | Unchanged |
| Mather Group, LLC. | 967 | $12.1K | 0.00% | 00.0% | Unchanged |
| Transce3nd, LLC | 906 | $11.4K | 0.00% | +906 | New |
| Danske Bank A/S | 800 | $10.0K | 0.00% | −3,500−81.4% | Reduced |
| Harbor Capital Advisors, Inc. | 714 | $9.00K | 0.00% | −9−1.2% | Reduced |
| Signaturefd, LLC | 644 | $8.08K | 0.00% | +644 | New |
| Rothschild Investment LLC | 471 | $5.91K | 0.00% | +10+2.2% | Added |
| Bessemer Group Inc | 406 | $5.00K | 0.00% | +10+2.5% | Added |
| Smartleaf Asset Management LLC | 370 | $4.63K | 0.00% | +60+19.4% | Added |
| CoreCap Advisors, LLC | 328 | $4.11K | 0.00% | −19−5.5% | Reduced |
| Versant Capital Management, Inc | 276 | $3.46K | 0.00% | +276 | New |
| Larson Financial Group LLC | 270 | $3.39K | 0.00% | +257+1,976.9% | Added |
| Umb Bank N A | 266 | $3.34K | 0.00% | 00.0% | Unchanged |
| GAMMA Investing LLC | 260 | $3.26K | 0.00% | −96−27.0% | Reduced |
| Covestor Ltd | 267 | $3.00K | 0.00% | +50+23.0% | Added |
| Luminist Capital LLC | 234 | $2.93K | 0.01% | +234 | New |
| POM Investment Strategies, LLC | 179 | $2.25K | 0.00% | +179 | New |
| WPG Advisers, LLC | 121 | $1.52K | 0.00% | +121 | New |
| EverSource Wealth Advisors, LLC | 103 | $1.29K | 0.00% | −588−85.1% | Reduced |
| 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 |
| Huntington National Bank | 94 | $1.18K | 0.00% | +73+347.6% | Added |
| First Horizon Advisors, Inc. | 87 | $1.09K | 0.00% | 00.0% | Unchanged |
| Fifth Third Bancorp | 83 | $1.04K | 0.00% | −65−43.9% | Reduced |
| Parallel Advisors, LLC | 60 | $752 | 0.00% | +60 | New |
| Farmers & Merchants Investments Inc | 55 | $690 | 0.00% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 54 | $678 | 0.00% | 00.0% | Unchanged |
| Continuum Advisory, LLC | 37 | $464 | 0.00% | 00.0% | Unchanged |
| IFP Advisors, Inc | 0 | $426 | 0.00% | 0 | New |
| Assetmark, Inc | 16 | $201 | 0.00% | −8−33.3% | Reduced |
| Lindbrook Capital, LLC | 10 | $125 | 0.00% | +10 | New |