FBRT

Franklin BSP Realty Trust
FBRT

Overview Fund Activity

187 hedge funds and large institutions have $894M invested in Franklin BSP Realty Trust in 2022 Q4 according to their latest regulatory filings, with 29 funds opening new positions, 61 increasing their positions, 64 reducing their positions, and 22 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
187
Holders Change
+4
Holders Change %
+2.19%
% of All Funds
3.02%
Holding in Top 10
5
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+66.67%
% of All Funds
0.08%
New
29
Increased
61
Reduced
64
Closed
22
Calls
$427K
Puts
$20K
Net Calls
+$407K
Net Calls Change
+$250K

Top Buyers

1
C
1
Cliffwater
California
$24.4M
2
AWA
2
Arete Wealth Advisors
Illinois
$261M
3
JFG
3
Jefferies Financial Group
New York
$7.6M
4
BlackRock
4
BlackRock
New York
$185M
5
State Street
5
State Street
Massachusetts
$41.5M

Top Sellers

1
CIM
1
Centersquare Investment Management
Pennsylvania
$0
2
State of New Jersey Common Pension Fund D
2
State of New Jersey Common Pension Fund D
New Jersey
$226K
3
LPC
3
Long Pond Capital
New York
$0
4
SIA
4
Schechter Investment Advisors
Michigan
$2.97M
5
Invesco
5
Invesco
Georgia
$1.17M
Name Holding Trade Value Shares
Change 		Shares
Change %
Baird Financial Group
126
Baird Financial Group
Wisconsin
$182K +$751 +58 +0.4%
SIAG
127
Safeguard Investment Advisory Group
California
$173K – – –
Fisher Asset Management
128
Fisher Asset Management
Washington
$172K -$64.2K -4,963 -27%
DI
129
DFPG Investments
Utah
$170K +$170K +12,413 New
ProShare Advisors
130
ProShare Advisors
Maryland
$169K +$19.6K +1,518 +13%
EWM
131
Endowment Wealth Management
Wisconsin
$166K +$5.16K +400 +3%
AFAS
132
Acorn Financial Advisory Services
Virginia
$160K – – –
SB
133
Strategic Blueprint
Georgia
$160K -$84K -6,508 -34%
RCM
134
Raleigh Capital Management
North Carolina
$156K – – –
JW
135
Jenkins Wealth
Colorado
$154K +$154K +11,931 New
Envestnet Asset Management
136
Envestnet Asset Management
Illinois
$154K +$154K +11,925 New
Public Employees Retirement Association of Colorado
137
Public Employees Retirement Association of Colorado
Colorado
$152K – – –
Millennium Management
138
Millennium Management
New York
$150K +$150K +11,595 New
PA
139
PFG Advisors
Arizona
$149K +$149K +11,526 New
State of Wisconsin Investment Board
140
State of Wisconsin Investment Board
Wisconsin
$135K -$66.5K -5,157 -33%
BCM
141
Beck Capital Management
Texas
$134K +$134K +10,405 New
Zurich Cantonal Bank
142
Zurich Cantonal Bank
Switzerland
$134K +$21.5K +1,663 +19%
VCM
143
Virtue Capital Management
Tennessee
$133K +$133K +10,310 New
William Blair & Company
144
William Blair & Company
Illinois
$133K -$386K -29,921 -74%
Citadel Advisors
145
Citadel Advisors
Florida
$131K -$66.1K -5,123 -34%
SWM
146
Spire Wealth Management
Virginia
$94K – – –
SFA
147
Semmax Financial Advisors
North Carolina
$94K +$824 +58 +0.9%
PA
148
PSI Advisors
Florida
$92.9K – – –
KBC Group
149
KBC Group
Belgium
$91K – – –
AIP
150
Ameritas Investment Partners
Nebraska
$87.5K – – –
4 5
6
7 8