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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
LSV Asset Management
101
LSV Asset Management
Illinois
$335K
SEI Investments
102
SEI Investments
Pennsylvania
$328K +$115K +8,899 +53%
TC
103
TownSquare Capital
Utah
$326K -$878 -68 -0.3%
MC
104
Moors & Cabot
Massachusetts
$316K +$49.5K +3,831 +18%
New York State Common Retirement Fund
105
New York State Common Retirement Fund
New York
$314K
MSRPS
106
Maryland State Retirement & Pension System
Maryland
$313K -$39.6K -3,064 -11%
Commonwealth Equity Services
107
Commonwealth Equity Services
Massachusetts
$310K -$68.8K -5,332 -18%
BCI
108
Brinker Capital Investments
Pennsylvania
$309K +$43.4K +3,365 +16%
OPS
109
Orion Portfolio Solutions
Nebraska
$309K +$43.4K +3,365 +16%
AB
110
Amalgamated Bank
New York
$303K -$4.27K -331 -1%
Universal-Beteiligungs- und Servicegesellschaft
111
Universal-Beteiligungs- und Servicegesellschaft
Germany
$303K +$307K +23,749 New
State Board of Administration of Florida Retirement System
112
State Board of Administration of Florida Retirement System
Florida
$302K
ASRS
113
Arizona State Retirement System
Arizona
$299K -$3.52K -273 -1%
Zurich Cantonal Bank
114
Zurich Cantonal Bank
Switzerland
$288K +$19.5K +1,512 +7%
MHIC
115
Marble Harbor Investment Counsel
Massachusetts
$284K
CF
116
Centaurus Financial
California
$279K -$159K -12,340 -36%
GAM
117
Gotham Asset Management
New York
$277K +$281K +21,756 New
HCM
118
Hodges Capital Management
Texas
$264K -$12.6K -975 -4%
AWA
119
Arkadios Wealth Advisors
Georgia
$262K -$1.07K -83 -0.4%
PL
120
Plancorp LLC
Missouri
$255K +$258K +20,000 New
COPPSERS
121
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
$253K +$31.1K +2,408 +14%
PAG
122
Private Advisor Group
New Jersey
$252K -$4.44K -344 -2%
ProShare Advisors
123
ProShare Advisors
Maryland
$247K -$69.4K -5,379 -22%
OPERF
124
Oregon Public Employees Retirement Fund
Oregon
$243K -$2.58K -200 -1%
Nisa Investment Advisors
125
Nisa Investment Advisors
Missouri
$232K -$29.4K -2,281 -11%

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.