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FBRT

Franklin BSP Realty Trust

210 hedge funds and large institutions have $541M invested in Franklin BSP Realty Trust in 2025 Q2 according to their latest regulatory filings, with 36 funds opening new positions, 79 increasing their positions, 64 reducing their positions, and 32 closing their positions.

New
Increased
Maintained
Reduced
Closed

3,542% more call options, than puts

Call options by funds: $20.4M | Put options by funds: $559K

23% more repeat investments, than reductions

Existing positions increased: 79 | Existing positions reduced: 64

13% more first-time investments, than exits

New positions opened: 36 | Existing positions closed: 32

0% more funds holding in top 10

Funds holding in top 10: 33 (0)

0% less funds holding

Funds holding: 211210 (-1)

0.65% less ownership

Funds ownership: 62%61.35% (-0.65%)

17% less capital invested

Capital invested by funds: $649M → $541M (-$108M)

Holders
210
Holders Change
-1
Holders Change %
-0.47%
% of All Funds
2.76%
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.04%
New
36
Increased
79
Reduced
64
Closed
32
Calls
$20.4M
Puts
$559K
Net Calls
+$19.8M
Net Calls Change
-$4.23M
Name Holding Trade Value Shares
Change
Change in
Stake
SEI Investments
101
SEI Investments
Pennsylvania
$255K -$20.6K -1,834 -7%
State Board of Administration of Florida Retirement System
102
State Board of Administration of Florida Retirement System
Florida
$254K
GWM
103
Geneos Wealth Management
Colorado
$253K -$256K -22,759 -49%
BCM
104
Beck Capital Management
Texas
$252K -$52.2K -4,644 -16%
AB
105
Amalgamated Bank
New York
$251K -$3.09K -275 -1%
BCI
106
Brinker Capital Investments
Pennsylvania
$244K -$15.5K -1,381 -6%
AC
107
AlphaCore Capital
California
$238K +$96.6K +8,602 +66%
GAM
108
Gotham Asset Management
New York
$229K -$4K -356 -2%
COPPSERS
109
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
$226K +$13.8K +1,229 +6%
AWA
110
Arkadios Wealth Advisors
Georgia
$224K +$4.42K +394 +2%
CAM
111
Cresset Asset Management
Illinois
$222K +$109K +9,680 +93%
DTL
112
Dynamic Technology Lab
Singapore
$219K +$230K +20,450 New
AHL
113
Abel Hall LLC
Louisiana
$218K +$229K +20,400 New
PAG
114
Private Advisor Group
New Jersey
$214K +$2.74K +244 +1%
MHIC
115
Marble Harbor Investment Counsel
Massachusetts
$214K -$25.8K -2,300 -10%
QCM
116
Quantinno Capital Management
New York
$204K +$214K +19,070 New
OPERF
117
Oregon Public Employees Retirement Fund
Oregon
$201K -$2.25K -200 -1%
MHS
118
M Holdings Securities
Oregon
$201K +$205K +18,298 New
ProShare Advisors
119
ProShare Advisors
Maryland
$195K -$12.1K -1,076 -6%
MA
120
Mutual Advisors
Nebraska
$191K -$17.1K -1,521 -8%
PFSRSONJ
121
Police & Firemen's Retirement System of New Jersey
New Jersey
$190K +$14.1K +1,259 +8%
EWM
122
Endowment Wealth Management
Wisconsin
$182K +$5.95K +530 +3%
TCM
123
Triumph Capital Management
Colorado
$171K
MC
124
Moors & Cabot
Massachusetts
$171K -$99.2K -8,834 -36%
HCM
125
Hodges Capital Management
Texas
$170K -$53.6K -4,773 -23%

FBRT Hedge Fund Activity: Q2 2025 in Review

210 of the 7,596 institutional investors tracked by Wall St. Rank reported a position in Franklin BSP Realty Trust (FBRT) for Q2 2025, worth a combined $541M — down 17% from $649M a quarter earlier.

Buyers outnumbered sellers: 36 funds opened new FBRT positions and 32 closed out — a net gain of 4 holders — while 79 added to existing stakes and 64 trimmed.

The largest buyer was Balyasny Asset Management, opening a new position worth an estimated $4.45M. The largest seller was Cliffwater, cutting an estimated $13.2M.

  • 210 institutional investors held Franklin BSP Realty Trust (FBRT) as of Q2 2025, down from 211 in Q1 2025.
  • Funds reported $541M of Franklin BSP Realty Trust stock for Q2 2025, down 17% quarter-over-quarter.
  • 36 funds opened new Franklin BSP Realty Trust positions in Q2 2025 and 32 closed out, a net change of +4 holders.
  • The largest Franklin BSP Realty Trust buyer in Q2 2025 was Balyasny Asset Management, an estimated $4.45M added.
  • The largest Franklin BSP Realty Trust seller in Q2 2025 was Cliffwater, an estimated $13.2M sold.

Based on aggregated 13F filings for Q2 2025.