FBRT

Franklin BSP Realty Trust
FBRT

Overview Fund Activity

187 hedge funds and large institutions have $624M invested in Franklin BSP Realty Trust in 2024 Q2 according to their latest regulatory filings, with 31 funds opening new positions, 60 increasing their positions, 66 reducing their positions, and 18 closing their positions.

Holders
187
Holders Change
+9
Holders Change %
+5.06%
% of All Funds
2.72%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.03%
New
31
Increased
60
Reduced
66
Closed
18
Calls
$1.37M
Puts
$587K
Net Calls
+$786K
Net Calls Change
+$952K

Top Buyers

1
Balyasny Asset Management
1
Balyasny Asset Management
Illinois
$6.16M
2
1832 Asset Management
2
1832 Asset Management
Ontario, Canada
$8.82M
3
VanEck Associates
3
VanEck Associates
New York
$8.31M
4
Invesco
4
Invesco
Georgia
$13.1M
5
STAS
5
Strong Tower Advisory Services
Minnesota
$10.3M

Top Sellers

1
Franklin Resources
1
Franklin Resources
California
$23.7M
2
BlackRock
2
BlackRock
New York
$171M
3
JPMorgan Chase & Co
3
JPMorgan Chase & Co
New York
$1.71M
4
Vanguard Group
4
Vanguard Group
Pennsylvania
$112M
5
TPSF
5
Texas Permanent School Fund
Texas
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
RFS
101
Retirement Financial Solutions
Tennessee
$313K -$39.7K -3,147 -11%
SPA
102
Sherbrooke Park Advisers
New York
$301K +$301K +23,895 New
State Board of Administration of Florida Retirement System
103
State Board of Administration of Florida Retirement System
Florida
$299K +$126 +10 +0%
Lazard Asset Management
104
Lazard Asset Management
New York
$297K +$218K +17,282 +274%
ASRS
105
Arizona State Retirement System
Arizona
$290K +$5.48K +435 +2%
CC
106
Centiva Capital
New York
$287K +$287K +22,813 New
MCC
107
Money Concepts Capital
Florida
$271K – – –
Zurich Cantonal Bank
108
Zurich Cantonal Bank
Switzerland
$266K +$91.7K +7,280 +53%
AWA
109
Arkadios Wealth Advisors
Georgia
$263K +$19K +1,509 +8%
PCIA
110
Prime Capital Investment Advisors
Kansas
$260K -$314K -24,926 -55%
TCM
111
Triumph Capital Management
Colorado
$252K – – –
GWM
112
Geneos Wealth Management
Colorado
$251K -$59.8K -4,744 -19%
OPERF
113
Oregon Public Employees Retirement Fund
Oregon
$250K -$26.5K -2,100 -10%
YIH
114
Y-Intercept (HK)
Hong Kong
$248K +$248K +19,649 New
IP
115
Ignite Planners
California
$245K -$32.5K -2,600 -12%
MA
116
Mutual Advisors
Nebraska
$244K +$1.05K +77 +0.4%
BRWA
117
B. Riley Wealth Advisors
Florida
$240K -$17.3K -1,334 -7%
OPS
118
Orion Portfolio Solutions
Nebraska
$230K +$230K +18,258 New
BCI
119
Brinker Capital Investments
Pennsylvania
$230K +$230K +18,258 New
TC
120
TownSquare Capital
Utah
$227K +$227K +18,024 New
COPPSERS
121
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
$222K -$1.05K -83 -0.5%
RIA
122
Realta Investment Advisors
Delaware
$218K – – –
Victory Capital Management
123
Victory Capital Management
Texas
$206K -$2.17K -172 -1%
CAS
124
Coppell Advisory Solutions
Texas
$195K +$195K +15,482 New
EWM
125
Endowment Wealth Management
Wisconsin
$191K +$5.13K +407 +3%
3 4
5
6 7