FBRT

Franklin BSP Realty Trust
FBRT

Overview Fund Activity

183 hedge funds and large institutions have $513M invested in Franklin BSP Realty Trust in 2022 Q3 according to their latest regulatory filings, with 26 funds opening new positions, 68 increasing their positions, 63 reducing their positions, and 28 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
183
Holders Change
-2
Holders Change %
-1.08%
% of All Funds
3.16%
Holding in Top 10
3
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-25%
% of All Funds
0.05%
New
26
Increased
68
Reduced
63
Closed
28
Calls
$339K
Puts
$182K
Net Calls
+$157K
Net Calls Change
-$105K

Top Buyers

1
GLA
1
Great Lakes Advisors
Illinois
$5.86M
2
Vanguard Group
2
Vanguard Group
Pennsylvania
$99.1M
3
Mariner
3
Mariner
Kansas
$4.71M
4
Franklin Resources
4
Franklin Resources
California
$27.5M
5
State Street
5
State Street
Massachusetts
$33M

Top Sellers

1
SIA
1
Schechter Investment Advisors
Michigan
$3.25M
2
Norges Bank
2
Norges Bank
Norway
$0
3
Acadian Asset Management
3
Acadian Asset Management
Massachusetts
$46K
4
PMAM
4
Penn Mutual Asset Management
Pennsylvania
$4.31M
5
GWM
5
Geneos Wealth Management
Colorado
$605K
Name Holding Trade Value Shares
Change 		Shares
Change %
PFA
126
Plotkin Financial Advisors
Maryland
$154K -$8.35K -775 -5%
Baird Financial Group
127
Baird Financial Group
Wisconsin
$151K +$151K +14,000 New
SIAG
128
Safeguard Investment Advisory Group
California
$144K +$144K +13,374 New
AOG
129
Alpha Omega Group
Virginia
$139K -$15.7K -1,458 -10%
EWM
130
Endowment Wealth Management
Wisconsin
$135K +$1.49K +138 +1%
AFAS
131
Acorn Financial Advisory Services
Virginia
$134K – – –
RCM
132
Raleigh Capital Management
North Carolina
$130K +$8.06K +750 +7%
Teacher Retirement System of Texas
133
Teacher Retirement System of Texas
Texas
$129K +$129K +11,950 New
Public Employees Retirement Association of Colorado
134
Public Employees Retirement Association of Colorado
Colorado
$127K – – –
ProShare Advisors
135
ProShare Advisors
Maryland
$125K -$3.2K -296 -2%
Ensign Peak Advisors
136
Ensign Peak Advisors
Utah
$124K +$124K +11,480 New
MA
137
Mutual Advisors
Nebraska
$116K +$116K +10,776 New
TRSOTSOK
138
Teachers Retirement System of the State of Kentucky
Kentucky
$108K +$108K +9,995 New
Wells Fargo
139
Wells Fargo
California
$103K -$7.73K -721 -7%
Zurich Cantonal Bank
140
Zurich Cantonal Bank
Switzerland
$94K +$35K +3,244 +59%
PA
141
PSI Advisors
Florida
$93K – – –
SFA
142
Semmax Financial Advisors
North Carolina
$87K +$929 +70 +1%
TRCT
143
Tower Research Capital (TRC)
New York
$86K -$38.7K -3,605 -31%
SWM
144
Spire Wealth Management
Virginia
$78K -$429K -40,046 -85%
KBC Group
145
KBC Group
Belgium
$76K +$14.3K +1,327 +23%
AIP
146
Ameritas Investment Partners
Nebraska
$68K – – –
CCA
147
Catalyst Capital Advisors
New York
$65K +$15.3K +1,420 +31%
MLICM
148
Metropolitan Life Insurance Company (MetLife)
New York
$56.2K – – –
SWM
149
Selective Wealth Management
Virginia
$53K – – –
Acadian Asset Management
150
Acadian Asset Management
Massachusetts
$46K -$4.4M -415,608 -99%
4 5
6
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