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FBRT

Franklin BSP Realty Trust

179 hedge funds and large institutions have $652M invested in Franklin BSP Realty Trust in 2024 Q1 according to their latest regulatory filings, with 22 funds opening new positions, 53 increasing their positions, 77 reducing their positions, and 23 closing their positions.

New
Increased
Maintained
Reduced
Closed

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

4% less capital invested

Capital invested by funds: $675M → $652M (-$23.8M)

4% less first-time investments, than exits

New positions opened: 22 | Existing positions closed: 23

1.47% less ownership

Funds ownership: 60.82%59.35% (-1.5%)

2% less funds holding

Funds holding: 182179 (-3)

12% less call options, than puts

Call options by funds: $1.23M | Put options by funds: $1.4M

31% less repeat investments, than reductions

Existing positions increased: 53 | Existing positions reduced: 77

Holders
179
Holders Change
-3
Holders Change %
-1.65%
% of All Funds
2.58%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.03%
New
22
Increased
53
Reduced
77
Closed
23
Calls
$1.23M
Puts
$1.4M
Net Calls
-$166K
Net Calls Change
-$1.76M
Name Holding Trade Value Shares
Change
Change in
Stake
MFG
101
Magnus Financial Group
New York
$312K
SEI Investments
102
SEI Investments
Pennsylvania
$308K +$10.7K +820 +4%
ASRS
103
Arizona State Retirement System
Arizona
$301K -$5.54K -425 -2%
OPERF
104
Oregon Public Employees Retirement Fund
Oregon
$293K -$26.2K -2,012 -8%
IP
105
Ignite Planners
California
$291K -$61.1K -4,683 -17%
Jane Street
106
Jane Street
New York
$288K -$244K -18,670 -46%
MCC
107
Money Concepts Capital
Florida
$287K -$65.2K -5,000 -19%
State Board of Administration of Florida Retirement System
108
State Board of Administration of Florida Retirement System
Florida
$283K -$130 -10 -0%
RJA
109
Raymond James & Associates
Florida
$276K +$69.8K +5,351 +35%
D.E. Shaw & Co
110
D.E. Shaw & Co
New York
$276K -$39.1K -2,997 -13%
BRWA
111
B. Riley Wealth Advisors
Florida
$270K -$2.63K -202 -1%
RJFSA
112
Raymond James Financial Services Advisors
Florida
$263K +$257K +19,714 New
AWA
113
Arkadios Wealth Advisors
Georgia
$259K -$23.1K -1,769 -8%
TCM
114
Triumph Capital Management
Colorado
$255K -$17K -1,300 -6%
MA
115
Mutual Advisors
Nebraska
$237K -$25.7K -1,968 -10%
COPPSERS
116
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
$237K +$183 +14 +0.1%
RIA
117
Realta Investment Advisors
Delaware
$231K -$17K -1,305 -7%
CA
118
Calton & Associates
Florida
$227K -$22.9K -1,757 -9%
Allspring Global Investments
119
Allspring Global Investments
North Carolina
$226K +$185K +14,214 +533%
ProShare Advisors
120
ProShare Advisors
Maryland
$224K +$15.1K +1,155 +7%
Victory Capital Management
121
Victory Capital Management
Texas
$220K -$4.25K -326 -2%
Allianz Asset Management
122
Allianz Asset Management
Germany
$220K -$161K -12,360 -43%
AWM
123
AE Wealth Management
Kansas
$213K -$2.87M -219,788 -93%
CASC
124
Coppell Advisory Solutions Corp
Texas
$207K +$202K +15,482 New
SO
125
STRS Ohio
Ohio
$199K -$35.2K -2,700 -15%

FBRT Hedge Fund Activity: Q1 2024 in Review

179 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in Franklin BSP Realty Trust (FBRT) for Q1 2024, worth a combined $652M — down 3.5% from $675M a quarter earlier.

Sellers outnumbered buyers: 23 funds closed out of FBRT and 22 opened new positions — a net loss of 1 holder — while 77 trimmed existing stakes and 53 added.

The largest buyer was 1832 Asset Management, opening a new position worth an estimated $5.87M. The largest seller was Morgan Stanley, cutting an estimated $8.69M.

  • 179 institutional investors held Franklin BSP Realty Trust (FBRT) as of Q1 2024, down from 182 in Q4 2023.
  • Funds reported $652M of Franklin BSP Realty Trust stock for Q1 2024, down 3.5% quarter-over-quarter.
  • 22 funds opened new Franklin BSP Realty Trust positions in Q1 2024 and 23 closed out, a net change of -1 holder.
  • The largest Franklin BSP Realty Trust buyer in Q1 2024 was 1832 Asset Management, an estimated $5.87M added.
  • The largest Franklin BSP Realty Trust seller in Q1 2024 was Morgan Stanley, an estimated $8.69M sold.

Based on aggregated 13F filings for Q1 2024.