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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
IMRF
76
Illinois Municipal Retirement Fund
Illinois
$523K -$36.9K -2,857 -7%
Royal Bank of Canada
77
Royal Bank of Canada
Ontario, Canada
$502K +$17.8K +1,378 +4%
LSERS
78
Louisiana State Employees Retirement System
Louisiana
$498K -$6.46K -500 -1%
Two Sigma Advisers
79
Two Sigma Advisers
New York
$496K +$502K +38,900 New
Janus Henderson Group
80
Janus Henderson Group
United Kingdom
$469K
State of Tennessee, Department of Treasury
81
State of Tennessee, Department of Treasury
Tennessee
$466K -$6.43K -498 -1%
IIM
82
INTECH Investment Management
Florida
$463K +$78.2K +6,057 +20%
Verition Fund Management
83
Verition Fund Management
Connecticut
$450K +$456K +35,349 New
KA
84
Klingman & Associates
New York
$420K +$3.62K +280 +0.9%
Creative Planning
85
Creative Planning
Kansas
$418K -$16.7K -1,290 -4%
Amundi
86
Amundi
France
$413K -$82.2K -6,368 -16%
YCM
87
Yousif Capital Management
Michigan
$392K -$3.25K -252 -0.8%
NFSG
88
Newbridge Financial Services Group
Florida
$392K -$134K -10,369 -25%
SAI
89
Savvy Advisors Inc
New York
$377K +$382K +29,608 New
MFG
90
Magnus Financial Group
New York
$377K
Manulife (Manufacturers Life Insurance)
91
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$363K -$135K -10,474 -27%
XT
92
XTX Topco
Cayman Islands
$361K +$115K +8,908 +46%
BCM
93
Beck Capital Management
Texas
$360K +$3.12K +242 +0.9%
SG Americas Securities
94
SG Americas Securities
New York
$360K +$219K +16,969 +150%
Cambridge Investment Research Advisors
95
Cambridge Investment Research Advisors
Iowa
$357K -$48.7K -3,771 -12%
Comerica Bank
96
Comerica Bank
Texas
$355K -$3.43K -266 -0.9%
KAS
97
Kestra Advisory Services
Texas
$354K +$3.11K +241 +0.9%
TRSOTSOK
98
Teachers Retirement System of the State of Kentucky
Kentucky
$347K
AWM
99
Apollon Wealth Management
South Carolina
$347K +$19.3K +1,496 +6%
VI
100
Vestcor Inc
New Brunswick, Canada
$344K -$23.8K -1,842 -6%

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.