JO
BRSP

John Overdeck’s BrightSpire Capital BRSP Stock Holding History

John Overdeck’s Portfolio BRSP Stock Details BRSP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$8.43M Buy
1,546,918
+328,627
+27% +$1.88M 0.01% 1651
2026
Q1 		$6.82M Buy
1,218,291
+272,713
+29% +$1.58M 0.01% 1718
2025
Q4 		$5.3M Buy
945,578
+220,641
+30% +$1.21M 0.01% 1675
2025
Q3 		$3.94M Buy
724,937
+286,911
+66% +$1.56M 0.01% 1638
2025
Q2 		$2.21M Sell
438,026
-122,586
-22% -$619K ﹤0.01% 1766
2025
Q1 		$3.12M Buy
560,612
+24,168
+5% +$141K 0.01% 1425
2024
Q4 		$3.03M Buy
536,444
+64,384
+14% +$380K 0.01% 1430
2024
Q3 		$2.64M Sell
472,060
-138,282
-23% -$813K 0.01% 1500
2024
Q2 		$3.48M Buy
610,342
+123,314
+25% +$757K 0.01% 1189
2024
Q1 		$3.36M Sell
487,028
-17,693
-4% -$124K 0.01% 1183
2023
Q4 		$3.76M Buy
504,721
+724
+0.1% +$4.72K 0.01% 1135
2023
Q3 		$3.16M Buy
503,997
+38,162
+8% +$261K 0.01% 1131
2023
Q2 		$3.14M Buy
465,835
+221,459
+91% +$1.31M 0.01% 1167
2023
Q1 		$1.44M Buy
244,376
+212,876
+676% +$1.46M ﹤0.01% 1637
2022
Q4 		$196K Sell
31,500
-169,800
-84% -$1.18M ﹤0.01% 2399
2022
Q3 		$1.27M Sell
201,300
-124,465
-38% -$1.03M ﹤0.01% 1358
2022
Q2 		$2.46M Sell
325,765
-31,578
-9% -$267K 0.01% 1087
2022
Q1 		$3.31M Sell
357,343
-16,892
-5% -$156K 0.01% 1123
2021
Q4 		$3.84M Buy
374,235
+180,783
+93% +$1.75M 0.01% 1368
2021
Q3 		$1.82M Sell
193,452
-20,276
-9% -$196K ﹤0.01% 2080
2021
Q2 		$2.01M Buy
213,728
+115,006
+116% +$1.06M ﹤0.01% 1862
2021
Q1 		$841K Buy
98,722
+75,222
+320% +$640K ﹤0.01% 2474
2020
Q4 		$176K Buy
+23,500
New +$152K ﹤0.01% 3138
2018
Q3 		– Sell
-10,591
Closed -$220K – 3182
2018
Q2 		$220K Buy
+10,591
New +$205K ﹤0.01% 3098

Other funds holding BRSP

California State Teachers Retirement System (CalSTRS)
California State Teachers Retirement System (CalSTRS) West Sacramento, California $782B AUM 28.39% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
PMG
Private Management Group Irvine, California $3.8B AUM 23.19% 1-Year Est. Return
Nomura Holdings
Nomura Holdings Tokyo, Japan $85.4B AUM 91.09% 1-Year Est. Return
Mirae Asset Global ETFs Holdings
Mirae Asset Global ETFs Holdings Causeway Bay, Hong Kong $83.9B AUM 60.43% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
PAIM
Punch & Associates Investment Management Edina, Minnesota $2.02B AUM 40.6% 1-Year Est. Return
Millennium Management
Millennium Management New York $276B AUM 44.8% 1-Year Est. Return

John Overdeck's BRSP Position: Q2 2026 in Review

John Overdeck increased its BrightSpire Capital (BRSP) stake by 27% in Q2 2026, buying an estimated $1.88M and bringing the position to 1,546,918 shares worth $8.43M. The position accounts for 0.01% of the portfolio, ranked #1651.

John Overdeck first reported a position in BRSP in Q2 2018 and has held it in 24 quarters since. 229 funds tracked by Wall St. Rank hold BRSP as of Q2 2026.

  • John Overdeck held 1,546,918 shares of BrightSpire Capital worth $8.43M as of Q2 2026.
  • John Overdeck bought 328,627 BrightSpire Capital shares in Q2 2026, an estimated $1.88M.
  • BrightSpire Capital made up 0.01% of John Overdeck's portfolio in Q2 2026, its #1651 holding.
  • John Overdeck first reported a position in BrightSpire Capital in Q2 2018 and has held it in 24 quarters since.
  • 229 funds tracked by Wall St. Rank held BrightSpire Capital as of Q2 2026.

Based on Two Sigma Investments's 13F filing for Q2 2026, filed 14 Aug 2026.