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, Q1 2025
Institutional positions in Franklin BSP Realty Trust, Inc. as of Mar 31, 2025. 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
- 212
- +15 vs. Q4 2024
- Shares held
- 51.0M
- +351.7K (+0.7%) vs. Q4 2024
- Total value
- $648.2M
- +$12.4M (+2.0%) vs. Q4 2024
- New holders
- 29
- 69 more added
- Sold out
- 14
- 76 more reduced
3 institutions that held it in Q4 2024 haven't filed for Q1 2025 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q4 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, Q1 2025
Shares, value and share of portfolio for each institution holding Franklin BSP Realty Trust, Inc.; share changes are against Q4 2024.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Assetmark, Inc | 12 | $153 | 0.00% | −4−25.0% | Reduced |
| Quadrant Capital Group LLC | 17 | $217 | 0.00% | +17 | New |
| Skopos Labs, Inc. | 25 | $319 | 0.00% | +25 | New |
| True Wealth Design, LLC | 25 | $319 | 0.00% | +25 | New |
| Stephens Consulting, LLC | 30 | $383 | 0.00% | +30 | New |
| IFP Advisors, Inc | 0 | $433 | 0.00% | 0 | Unchanged |
| Costello Asset Management, INC | 35 | $446 | 0.00% | −4,622−99.2% | Reduced |
| Farmers & Merchants Investments Inc | 55 | $701 | 0.00% | 00.0% | Unchanged |
| Parallel Advisors, LLC | 73 | $927 | 0.00% | +13+21.7% | Added |
| First Horizon Advisors, Inc. | 87 | $1.11K | 0.00% | 00.0% | Unchanged |
| WPG Advisers, LLC | 90 | $1.15K | 0.00% | −31−25.6% | Reduced |
| Massmutual Trust Co FSB | 94 | $1.20K | 0.00% | 00.0% | Unchanged |
| Russell Investments Group, Ltd. | 126 | $1.60K | 0.00% | +32+34.0% | Added |
| Parkside Financial Bank & Trust | 134 | $1.71K | 0.00% | +80+148.1% | Added |
| Covestor Ltd | 155 | $2.00K | 0.00% | −112−41.9% | Reduced |
| High Note Wealth, LLC | 210 | $2.67K | 0.00% | +210 | New |
| Luminist Capital LLC | 234 | $2.98K | 0.00% | 00.0% | Unchanged |
| Harbor Capital Advisors, Inc. | 252 | $3.00K | 0.00% | −462−64.7% | Reduced |
| Capital Advisors, Ltd. LLC | 240 | $3.00K | 0.00% | +240 | New |
| Fifth Third Bancorp | 251 | $3.20K | 0.00% | +168+202.4% | Added |
| Bessemer Group Inc | 283 | $4.00K | 0.00% | −123−30.3% | Reduced |
| CoreCap Advisors, LLC | 328 | $4.18K | 0.00% | 00.0% | Unchanged |
| Umb Bank N A | 356 | $4.54K | 0.00% | +90+33.8% | Added |
| GAMMA Investing LLC | 364 | $4.64K | 0.00% | +104+40.0% | Added |
| EverSource Wealth Advisors, LLC | 556 | $7.08K | 0.00% | +453+439.8% | Added |
| Aster Capital Management (DIFC) Ltd | 534 | $7.24K | 0.00% | +534 | New |
| Smartleaf Asset Management LLC | 569 | $7.38K | 0.00% | +199+53.8% | Added |
| Rothschild Investment LLC | 681 | $8.68K | 0.00% | +210+44.6% | Added |
| Signaturefd, LLC | 705 | $8.98K | 0.00% | +61+9.5% | Added |
| Larson Financial Group LLC | 772 | $9.84K | 0.00% | +502+185.9% | Added |
| Danske Bank A/S | 800 | $10.2K | 0.00% | 00.0% | Unchanged |
| Mather Group, LLC. | 967 | $12.3K | 0.00% | 00.0% | Unchanged |
| CWM, LLC | 1,071 | $14.0K | 0.00% | −147−12.1% | Reduced |
| Barrow Hanley Mewhinney & Strauss LLC | 1,180 | $15.0K | 0.00% | 00.0% | Unchanged |
| Group One Trading, L.P. | 1,231 | $15.7K | 0.00% | +1,231 | New |
| Sterling Capital Management LLC | 1,417 | $18.1K | 0.00% | −1,213−46.1% | Reduced |
| Public Employees Retirement System of Ohio | 2,009 | $25.6K | 0.00% | +39+2.0% | Added |
| Spire Wealth Management | 2,240 | $28.5K | 0.00% | 00.0% | Unchanged |
| Huntington National Bank | 2,258 | $28.8K | 0.00% | +2,164+2,302.1% | Added |
| Central Pacific Bank - Trust Division | 2,500 | $31.9K | 0.00% | +2,500 | New |
| Quest Partners LLC | 2,541 | $32.4K | 0.00% | +2,541 | New |
| Tortoise Investment Management, LLC | 3,059 | $39.0K | 0.00% | +3,059 | New |
| Fairscale Capital, LLC | 3,111 | $40.7K | 0.04% | 00.0% | Unchanged |
| Kathleen S. Wright Associates Inc. | 3,425 | $43.6K | 0.02% | 00.0% | Unchanged |
| Jones Financial Companies LLLP | 3,384 | $43.9K | 0.00% | +3,384 | New |
| Semmax Financial Advisors Inc. | 4,300 | $48.6K | 0.01% | 00.0% | Unchanged |
| Tower Research Capital LLC (TRC) | 4,093 | $52.1K | 0.00% | −9,908−70.8% | Reduced |
| Gen-Wealth Partners Inc | 4,140 | $52.7K | 0.02% | 00.0% | Unchanged |
| KBC Group NV | 4,664 | $59.0K | 0.00% | 00.0% | Unchanged |
| The PNC Financial Services Group, Inc. | 5,044 | $64.3K | 0.00% | +2,926+138.1% | Added |
| FMR LLC | 5,231 | $66.6K | 0.00% | +1,279+32.4% | Added |
| Quarry LP | 5,623 | $71.6K | 0.02% | +3,073+120.5% | Added |
| Coldstream Capital Management Inc | 5,626 | $71.7K | 0.00% | +5,626 | New |
| BNP Paribas Arbitrage, SA | 5,678 | $72.3K | 0.00% | −9,363−62.2% | Reduced |
| Steward Partners Investment Advisory, LLC | 5,810 | $74.0K | 0.00% | 00.0% | Unchanged |
| Beacon Capital Management, LLC | 6,531 | $83.2K | 0.01% | +153+2.4% | Added |
| Ameritas Investment Partners, Inc. | 8,265 | $105.3K | 0.00% | 00.0% | Unchanged |
| Sofos Investments, Inc. | 10,026 | $127.7K | 0.03% | +10,026 | New |
| Waldron Private Wealth LLC | 10,000 | $130.9K | 0.01% | +10,000 | New |
| Cresset Asset Management, LLC | 10,451 | $136.9K | 0.00% | 00.0% | Unchanged |
| Raleigh Capital Management Inc. | 11,345 | $144.5K | 0.07% | −1,150−9.2% | Reduced |
| Coppell Advisory Solutions LLC | 12,860 | $149.0K | 0.02% | +1,138+9.7% | Added |
| Public Employees Retirement Association of Colorado | 11,811 | $150.0K | 0.00% | 00.0% | Unchanged |
| Stifel Financial Corp | 11,921 | $151.9K | 0.00% | +112+0.9% | Added |
| Teacher Retirement System of Texas | 11,965 | $152.4K | 0.00% | +11,965 | New |
| Tyche Wealth Partners LLC | 11,968 | $152.5K | 0.03% | 00.0% | Unchanged |
| Mutual of America Capital Management LLC | 12,097 | $154.1K | 0.00% | −301−2.4% | Reduced |
| Brookstone Capital Management | 12,213 | $155.6K | 0.00% | −1,548−11.2% | Reduced |
| Ignite Planners, LLC | 13,935 | $158.2K | 0.03% | −1,200−7.9% | Reduced |
| Bank of Montreal | 12,415 | $158.2K | 0.00% | +12,415 | New |
| Sollinda Capital Management LLC | 12,487 | $159.1K | 0.04% | 00.0% | Unchanged |
| AE Wealth Management LLC | 12,819 | $163.3K | 0.00% | +12,819 | New |
| Safeguard Investment Advisory Group, LLC | 13,041 | $166.1K | 0.05% | −333−2.5% | Reduced |
| AlphaCore Capital LLC | 12,938 | $169.4K | 0.01% | +369+2.9% | Added |
| Syon Capital LLC | 13,799 | $175.8K | 0.01% | +804+6.2% | Added |
| Longboard Asset Management, LP | 13,860 | $176.6K | 0.52% | 00.0% | Unchanged |
| STRS Ohio | 14,900 | $189.8K | 0.00% | 00.0% | Unchanged |
| KLP Kapitalforvaltning AS | 15,142 | $197.5K | 0.00% | 00.0% | Unchanged |
| Y-Intercept (Hong Kong) Ltd | 15,678 | $199.7K | 0.01% | +15,678 | New |
| Concorde Asset Management, LLC | 17,600 | $203.5K | 0.11% | −1,000−5.4% | Reduced |
| Triumph Capital Management | 16,000 | $203.8K | 0.07% | −268−1.6% | Reduced |
| Endowment Wealth Management, Inc. | 16,474 | $209.9K | 0.14% | +471+2.9% | Added |
| Police & Firemen's Retirement System of New Jersey | 16,507 | $210.3K | 0.00% | 00.0% | Unchanged |
| PharVision Advisers, LLC | 17,673 | $225.2K | 0.31% | +6,873+63.6% | Added |
| Mutual Advisors, LLC | 19,775 | $230.0K | 0.01% | +47+0.2% | Added |
| LaSalle St. Investment Advisors, LLC | 18,194 | $231.0K | 0.05% | +7,520+70.5% | Added |
| CIBC World Markets Corp | 18,219 | $232.1K | 0.00% | +18,219 | New |
| Nisa Investment Advisors, LLC | 17,681 | $232.3K | 0.00% | −2,281−11.4% | Reduced |
| Oregon Public Employees Retirement Fund | 19,046 | $242.6K | 0.00% | −200−1.0% | Reduced |
| ProShare Advisors LLC | 19,359 | $246.6K | 0.00% | −5,379−21.7% | Reduced |
| Private Advisor Group, LLC | 19,813 | $252.4K | 0.00% | −344−1.7% | Reduced |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 19,879 | $253.3K | 0.00% | +2,408+13.8% | Added |
| Plancorp, LLC | 20,000 | $254.8K | 0.01% | +20,000 | New |
| Geneos Wealth Management Inc. | 20,372 | $259.5K | 0.01% | +879+4.5% | Added |
| Arkadios Wealth Advisors | 20,548 | $261.8K | 0.01% | −83−0.4% | Reduced |
| Hodges Capital Management Inc. | 20,717 | $264.0K | 0.03% | −975−4.5% | Reduced |
| Gotham Asset Management, LLC | 21,756 | $277.2K | 0.00% | +21,756 | New |
| Centaurus Financial, Inc. | 21,906 | $279.0K | 0.02% | −12,340−36.0% | Reduced |
| Marble Harbor Investment Counsel, LLC | 22,300 | $284.1K | 0.03% | 00.0% | Unchanged |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 22,594 | $287.8K | 0.00% | +1,512+7.2% | Added |