FBRT

Franklin BSP Realty Trust
FBRT

Overview Fund Activity

177 hedge funds and large institutions have $581M invested in Franklin BSP Realty Trust in 2023 Q1 according to their latest regulatory filings, with 15 funds opening new positions, 53 increasing their positions, 74 reducing their positions, and 20 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
177
Holders Change
-10
Holders Change %
-5.35%
% of All Funds
2.83%
Holding in Top 10
5
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.08%
New
15
Increased
53
Reduced
74
Closed
20
Calls
$465K
Puts
$130K
Net Calls
+$335K
Net Calls Change
-$72K

Top Buyers

1
C
1
Cliffwater
California
$26.2M
2
PMAM
2
Penn Mutual Asset Management
Pennsylvania
$7.3M
3
Invesco
3
Invesco
Georgia
$3.26M
4
First Trust Advisors
4
First Trust Advisors
Illinois
$1.06M
5
Geode Capital Management
5
Geode Capital Management
Massachusetts
$18.9M

Top Sellers

1
BlackRock
1
BlackRock
New York
$169M
2
UCFA
2
United Capital Financial Advisors
Texas
$243K
3
Voloridge Investment Management
3
Voloridge Investment Management
Florida
$0
4
SIA
4
Schechter Investment Advisors
Michigan
$1.53M
5
IA
5
IFP Advisors
Florida
$27.6K
Name Holding Trade Value Shares
Change 		Shares
Change %
CA
101
Calton & Associates
Florida
$272K -$154K -12,921 -36%
AWA
102
Arete Wealth Advisors
Illinois
$269K +$27.4K +2,292 +11%
BRWA
103
B. Riley Wealth Advisors
Florida
$251K +$1.47K +120 +0.6%
KA
104
Klingman & Associates
New York
$250K +$250K +20,964 New
RJA
105
Raymond James & Associates
Florida
$249K -$40.8K -3,418 -14%
UCFA
106
United Capital Financial Advisors
Texas
$243K -$1.89M -158,522 -89%
MFG
107
Magnus Financial Group
New York
$237K – – –
RIA
108
Realta Investment Advisors
Delaware
$224K -$7.11K -596 -3%
MHS
109
M Holdings Securities
Oregon
$215K – – –
SO
110
STRS Ohio
Ohio
$209K – – –
GG
111
Golden Green
South Carolina
$203K +$203K +17,011 New
MOACM
112
Mutual of America Capital Management
New York
$203K -$3.58K -300 -2%
IWN
113
Independent Wealth Network
Iowa
$192K +$1.96K +164 +1%
CAN
114
Cetera Advisor Networks
California
$186K -$75.4K -6,320 -29%
CP
115
Castleview Partners
Texas
$184K -$18.5K -1,553 -9%
Victory Capital Management
116
Victory Capital Management
Texas
$176K -$50.7K -4,248 -22%
PFA
117
Plotkin Financial Advisors
Maryland
$170K – – –
Baird Financial Group
118
Baird Financial Group
Wisconsin
$169K +$1.16K +97 +0.7%
Zurich Cantonal Bank
119
Zurich Cantonal Bank
Switzerland
$168K +$44.1K +3,696 +36%
SIAG
120
Safeguard Investment Advisory Group
California
$160K – – –
Fisher Asset Management
121
Fisher Asset Management
Washington
$159K – – –
EWM
122
Endowment Wealth Management
Wisconsin
$158K +$3.97K +333 +3%
BCMLT
123
Beacon Capital Management LLC (Tennessee)
Tennessee
$150K -$36K -3,020 -19%
DI
124
DFPG Investments
Utah
$149K +$728 +61 +0.5%
SB
125
Strategic Blueprint
Georgia
$148K +$847 +71 +0.6%
3 4
5
6 7