FBRT

Franklin BSP Realty Trust
FBRT

Overview Fund Activity

180 hedge funds and large institutions have $688M invested in Franklin BSP Realty Trust in 2023 Q2 according to their latest regulatory filings, with 27 funds opening new positions, 57 increasing their positions, 67 reducing their positions, and 24 closing their positions.

Holders
180
Holders Change
+3
Holders Change %
+1.69%
% of All Funds
2.84%
Holding in Top 10
3
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-40%
% of All Funds
0.05%
New
27
Increased
57
Reduced
67
Closed
24
Calls
$1.07M
Puts
$28K
Net Calls
+$1.04M
Net Calls Change
+$706K

Top Buyers

1
Mirae Asset Global Investments
1
Mirae Asset Global Investments
South Korea
$7.67M
2
Northern Trust
2
Northern Trust
Illinois
$16.7M
3
Invesco
3
Invesco
Georgia
$7.41M
4
BCM
4
Beck Capital Management
Texas
$2.48M
5
AWA
5
Arete Wealth Advisors
Illinois
$2.25M

Top Sellers

1
DMKJ
1
David M. Knott Jr
$6.08M
2
PMAM
2
Penn Mutual Asset Management
Pennsylvania
$2.59M
3
PAWA
3
Palo Alto Wealth Advisors
California
$0
4
Vanguard Group
4
Vanguard Group
Pennsylvania
$126M
5
BlackRock
5
BlackRock
New York
$198M
Name Holding Trade Value Shares
Change 		Shares
Change %
FMN
26
Financial Management Network
California
$2.93M -$312K -22,014 -10%
Nuveen Asset Management
27
Nuveen Asset Management
Illinois
$2.9M -$11.6K -816 -0.4%
T. Rowe Price Associates
28
T. Rowe Price Associates
Maryland
$2.83M +$327K +23,122 +13%
AWM
29
AE Wealth Management
Kansas
$2.77M -$226K -15,959 -8%
PMAM
30
Penn Mutual Asset Management
Pennsylvania
$2.59M -$6.08M -429,132 -70%
Swiss National Bank
31
Swiss National Bank
Switzerland
$2.55M +$34K +2,400 +1%
BCM
32
Beck Capital Management
Texas
$2.48M +$2.48M +175,088 New
Goldman Sachs
33
Goldman Sachs
New York
$2.3M +$1.2M +84,474 +108%
AWA
34
Arete Wealth Advisors
Illinois
$2.25M +$1.93M +136,397 +606%
Public Sector Pension Investment Board (PSP Investments)
35
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$2.07M +$14K +987 +0.7%
SCP
36
Shorepoint Capital Partners
Massachusetts
$1.97M – – –
Osaic Holdings
37
Osaic Holdings
Arizona
$1.96M -$445K -31,434 -18%
JPMorgan Chase & Co
38
JPMorgan Chase & Co
New York
$1.75M +$242K +17,084 +16%
Cetera Investment Advisers
39
Cetera Investment Advisers
Illinois
$1.68M +$221K +15,586 +15%
UBS Group
40
UBS Group
Switzerland
$1.65M +$122K +8,631 +8%
Prudential Financial
41
Prudential Financial
New Jersey
$1.55M +$348K +24,549 +29%
California State Teachers Retirement System (CalSTRS)
42
California State Teachers Retirement System (CalSTRS)
California
$1.42M -$38.3K -2,702 -3%
SIA
43
Schechter Investment Advisors
Michigan
$1.42M -$391K -27,642 -22%
COPPSERS
44
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
$1.32M +$80.4K +5,676 +6%
AllianceBernstein
45
AllianceBernstein
Tennessee
$1.25M – – –
Bank of America
46
Bank of America
North Carolina
$1.24M -$628K -44,365 -34%
CS
47
Credit Suisse
Switzerland
$1.16M +$143K +10,096 +14%
Thrivent Financial for Lutherans
48
Thrivent Financial for Lutherans
Minnesota
$1.12M -$42.9K -3,027 -4%
Millennium Management
49
Millennium Management
New York
$1.1M +$1.1M +77,961 New
NFSG
50
Newbridge Financial Services Group
Florida
$1.07M +$166K +11,748 +18%
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