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FBRT

Franklin BSP Realty Trust

211 hedge funds and large institutions have $649M invested in Franklin BSP Realty Trust in 2025 Q1 according to their latest regulatory filings, with 28 funds opening new positions, 70 increasing their positions, 76 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed

13,807% more call options, than puts

Call options by funds: $24.2M | Put options by funds: $174K

100% more first-time investments, than exits

New positions opened: 28 | Existing positions closed: 14

6% more funds holding

Funds holding: 199211 (+12)

2% more capital invested

Capital invested by funds: $638M → $649M (+$10.2M)

0% more funds holding in top 10

Funds holding in top 10: 33 (0)

0.08% less ownership

Funds ownership: 62.08%62% (-0.08%)

8% less repeat investments, than reductions

Existing positions increased: 70 | Existing positions reduced: 76

Holders
211
Holders Change
+12
Holders Change %
+6.03%
% of All Funds
2.83%
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.04%
New
28
Increased
70
Reduced
76
Closed
14
Calls
$24.2M
Puts
$174K
Net Calls
+$24M
Net Calls Change
+$14.9M
Name Holding Trade Value Shares
Change
Change in
Stake
AllianceBernstein
51
AllianceBernstein
Tennessee
$1.08M -$45.2K -3,500 -4%
Victory Capital Management
52
Victory Capital Management
Texas
$1.06M +$890K +68,929 +478%
Prudential Financial
53
Prudential Financial
New Jersey
$1.05M -$20.3K -1,570 -2%
Bank of America
54
Bank of America
North Carolina
$1.02M -$380K -29,402 -27%
RAS
55
RPS Advisory Solutions
Kentucky
$1M -$1.47K -114 -0.1%
California State Teachers Retirement System (CalSTRS)
56
California State Teachers Retirement System (CalSTRS)
California
$975K
JFG
57
Jefferies Financial Group
New York
$938K
JP Morgan Chase
58
JP Morgan Chase
New York
$936K -$1.07M -83,075 -53%
Deutsche Bank
59
Deutsche Bank
Germany
$852K -$105K -8,118 -11%
LPL Financial
60
LPL Financial
California
$842K -$69.1K -5,351 -7%
AWA
61
Arete Wealth Advisors
Illinois
$818K -$18.4K -1,423 -2%
Thrivent Financial for Lutherans
62
Thrivent Financial for Lutherans
Minnesota
$777K -$29K -2,245 -4%
Osaic Holdings
63
Osaic Holdings
Arizona
$766K +$255K +19,755 +49%
AWS
64
Atria Wealth Solutions
New York
$712K -$287K -22,223 -28%
T. Rowe Price Associates
65
T. Rowe Price Associates
Maryland
$698K +$47.9K +3,713 +7%
Two Sigma Investments
66
Two Sigma Investments
New York
$685K +$694K +53,759 New
DFCM
67
Dark Forest Capital Management
Puerto Rico
$676K -$170K -13,190 -20%
New York State Teachers Retirement System (NYSTRS)
68
New York State Teachers Retirement System (NYSTRS)
New York
$672K
Wells Fargo
69
Wells Fargo
California
$671K +$14.1K +1,092 +2%
SCP
70
Shorepoint Capital Partners
Massachusetts
$655K
MIM
71
MetLife Investment Management
New Jersey
$621K -$14.2K -1,097 -2%
GWM
72
Geneos Wealth Management
Colorado
$614K +$347K +26,890 +138%
SOADOR
73
State of Alaska Department of Revenue
Alaska
$586K -$5.06K -392 -0.8%
CF
74
Corebridge Financial
Texas
$547K -$10.3K -799 -2%
AF
75
Allworth Financial
California
$529K -$26.1K -2,021 -4%

FBRT Hedge Fund Activity: Q1 2025 in Review

211 of the 7,457 institutional investors tracked by Wall St. Rank reported a position in Franklin BSP Realty Trust (FBRT) for Q1 2025, worth a combined $649M — up 1.6% from $638M a quarter earlier.

Buyers outnumbered sellers: 28 funds opened new FBRT positions and 14 closed out — a net gain of 14 holders — while 70 added to existing stakes and 76 trimmed.

The largest buyer was Orchard Capital Management, adding an estimated $4.33M. The largest seller was Balyasny Asset Management, exiting entirely with an estimated $4.55M sold.

  • 211 institutional investors held Franklin BSP Realty Trust (FBRT) as of Q1 2025, up from 199 in Q4 2024.
  • Funds reported $649M of Franklin BSP Realty Trust stock for Q1 2025, up 1.6% quarter-over-quarter.
  • 28 funds opened new Franklin BSP Realty Trust positions in Q1 2025 and 14 closed out, a net change of +14 holders.
  • The largest Franklin BSP Realty Trust buyer in Q1 2025 was Orchard Capital Management, an estimated $4.33M added.
  • The largest Franklin BSP Realty Trust seller in Q1 2025 was Balyasny Asset Management, an estimated $4.55M sold.

Based on aggregated 13F filings for Q1 2025.