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 %
UBS AM
51
UBS AM
Illinois
$1.03M – – –
TPSF
52
Texas Permanent School Fund
Texas
$1.02M -$22K -1,552 -2%
AF
53
Allworth Financial
California
$923K -$150K -10,619 -14%
AWS
54
Atria Wealth Solutions
New York
$890K +$256K +17,886 +40%
Citigroup
55
Citigroup
New York
$882K +$306K +21,633 +53%
Wells Fargo
56
Wells Fargo
California
$779K +$402K +28,370 +106%
Cambridge Investment Research Advisors
57
Cambridge Investment Research Advisors
Iowa
$773K +$7.96K +562 +1%
SOADOR
58
State of Alaska Department of Revenue
Alaska
$766K -$33.1K -2,342 -4%
New York State Teachers Retirement System (NYSTRS)
59
New York State Teachers Retirement System (NYSTRS)
New York
$750K +$337K +23,777 +81%
Royal Bank of Canada
60
Royal Bank of Canada
Ontario, Canada
$731K +$175K +12,370 +32%
LPL Financial
61
LPL Financial
California
$700K -$23.4K -1,656 -3%
State of Tennessee, Department of Treasury
62
State of Tennessee, Department of Treasury
Tennessee
$688K +$7.15K +505 +1%
VOYA Investment Management
63
VOYA Investment Management
Georgia
$679K +$207K +14,594 +44%
MIM
64
MetLife Investment Management
New Jersey
$637K – – –
Barclays
65
Barclays
United Kingdom
$635K +$26.8K +1,898 +4%
AIG
66
American International Group
New York
$632K -$9.26K -654 -1%
YCM
67
Yousif Capital Management
Michigan
$620K -$41.7K -2,946 -6%
Creative Planning
68
Creative Planning
Kansas
$615K -$11.3K -795 -2%
LSERS
69
Louisiana State Employees Retirement System
Louisiana
$612K +$68K +4,800 +13%
IAN
70
Integrated Advisors Network
Texas
$587K – – –
RFS
71
Retirement Financial Solutions
Tennessee
$566K -$83.8K -5,917 -13%
AWA
72
Arkadios Wealth Advisors
Georgia
$532K -$257K -18,177 -33%
Deutsche Bank
73
Deutsche Bank
Germany
$522K -$270K -19,043 -34%
JF
74
Jump Financial
Illinois
$521K +$521K +36,822 New
Janus Henderson Group
75
Janus Henderson Group
United Kingdom
$519K -$709 -50 -0.1%
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3
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