Jim Simons
FBRT

Jim Simons’s Franklin BSP Realty Trust FBRT Stock Holding History

Jim Simons’s Portfolio FBRT Stock Details FBRT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		– Sell
-181,019
Closed -$1.82M – 3381
2025
Q4 		$1.82M Sell
181,019
-154,220
-46% -$1.61M ﹤0.01% 1922
2025
Q3 		$3.64M Buy
335,239
+105,500
+46% +$1.16M ﹤0.01% 1670
2025
Q2 		$2.46M Buy
229,739
+20,839
+10% +$234K ﹤0.01% 1984
2025
Q1 		$2.66M Buy
208,900
+5,300
+3% +$68.4K ﹤0.01% 1817
2024
Q4 		$2.55M Sell
203,600
-18,300
-8% -$237K ﹤0.01% 1891
2024
Q3 		$2.9M Sell
221,900
-10,100
-4% -$133K ﹤0.01% 1779
2024
Q2 		$2.92M Sell
232,000
-32,600
-12% -$415K 0.01% 1627
2024
Q1 		$3.54M Sell
264,600
-67,300
-20% -$878K 0.01% 1644
2023
Q4 		$4.48M Sell
331,900
-47,600
-13% -$627K 0.01% 1419
2023
Q3 		$5.03M Sell
379,500
-16,700
-4% -$233K 0.01% 1311
2023
Q2 		$5.61M Sell
396,200
-8,300
-2% -$109K 0.01% 1369
2023
Q1 		$4.83M Sell
404,500
-8,800
-2% -$118K 0.01% 1497
2022
Q4 		$5.33M Sell
413,300
-12,500
-3% -$167K 0.01% 1478
2022
Q3 		$4.59M Buy
425,800
+23,500
+6% +$323K 0.01% 1500
2022
Q2 		$5.42M Buy
402,300
+350,200
+672% +$4.98M 0.01% 1491
2022
Q1 		$728K Buy
+52,100
New +$712K ﹤0.01% 2939

Other funds holding FBRT

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Mirae Asset Global ETFs Holdings
Mirae Asset Global ETFs Holdings Causeway Bay, Hong Kong $73.7B AUM 53.56% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
GC
Gratia Capital Los Angeles, California $227M AUM 16.14% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Jim Simons's FBRT Position: Q1 2026 in Review

Jim Simons sold out of Franklin BSP Realty Trust (FBRT) in Q1 2026, closing a stake of 181,019 shares — an estimated $1.82M sold.

Jim Simons first reported a position in FBRT in Q1 2022 and held it in 16 quarters. The position peaked at $5.61M in Q2 2023. 211 funds tracked by Wall St. Rank hold FBRT as of Q1 2026.

  • Jim Simons reported no remaining Franklin BSP Realty Trust position as of Q1 2026 after selling out during the quarter.
  • Jim Simons sold 181,019 Franklin BSP Realty Trust shares in Q1 2026, an estimated $1.82M.
  • Jim Simons first reported a position in Franklin BSP Realty Trust in Q1 2022 and held it in 16 quarters.
  • Jim Simons's Franklin BSP Realty Trust position peaked at $5.61M in Q2 2023.
  • 211 funds tracked by Wall St. Rank held Franklin BSP Realty Trust as of Q1 2026.

Based on Renaissance Technologies's 13F filing for Q1 2026, filed 14 May 2026.