FBRT

Franklin BSP Realty Trust
FBRT

Overview Fund Activity

180 hedge funds and large institutions have $688M invested in Franklin BSP Realty Trust in 2023 Q2 according to their latest regulatory filings, with 27 funds opening new positions, 57 increasing their positions, 67 reducing their positions, and 24 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
180
Holders Change
+3
Holders Change %
+1.69%
% of All Funds
2.84%
Holding in Top 10
3
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-40%
% of All Funds
0.05%
New
27
Increased
57
Reduced
67
Closed
24
Calls
$1.07M
Puts
$28K
Net Calls
+$1.04M
Net Calls Change
+$706K

Top Buyers

1
Mirae Asset Global Investments
1
Mirae Asset Global Investments
South Korea
$7.67M
2
Northern Trust
2
Northern Trust
Illinois
$16.7M
3
Invesco
3
Invesco
Georgia
$7.41M
4
BCM
4
Beck Capital Management
Texas
$2.48M
5
AWA
5
Arete Wealth Advisors
Illinois
$2.25M

Top Sellers

1
DMKJ
1
David M. Knott Jr
$6.08M
2
PMAM
2
Penn Mutual Asset Management
Pennsylvania
$2.59M
3
PAWA
3
Palo Alto Wealth Advisors
California
$0
4
Vanguard Group
4
Vanguard Group
Pennsylvania
$126M
5
BlackRock
5
BlackRock
New York
$198M
Name Holding Trade Value Shares
Change 		Shares
Change %
DFCM
126
Dark Forest Capital Management
Puerto Rico
$183K +$183K +12,958 New
BAM
127
Belpointe Asset Management
Nevada
$181K -$220K -15,512 -55%
IWN
128
Independent Wealth Network
Iowa
$179K -$49.1K -3,469 -22%
SB
129
Strategic Blueprint
Georgia
$177K +$1.16K +82 +0.7%
AFAS
130
Acorn Financial Advisory Services
Virginia
$176K – – –
PFA
131
Plotkin Financial Advisors
Maryland
$173K -$28.4K -2,007 -14%
CP
132
Castleview Partners
Texas
$173K -$46.1K -3,258 -21%
RCM
133
Raleigh Capital Management
North Carolina
$171K – – –
Public Employees Retirement Association of Colorado
134
Public Employees Retirement Association of Colorado
Colorado
$167K – – –
LCM
135
Lazari Capital Management
California
$161K +$161K +11,387 New
Amundi
136
Amundi
France
$147K +$147K +10,364 New
QT
137
Quantbot Technologies
New York
$144K +$144K +10,203 New
VCM
138
Virtue Capital Management
Tennessee
$144K – – –
BCMLT
139
Beacon Capital Management LLC (Tennessee)
Tennessee
$143K -$35.3K -2,491 -20%
Envestnet Asset Management
140
Envestnet Asset Management
Illinois
$142K +$142K +10,021 New
SWM
141
Spire Wealth Management
Virginia
$122K – – –
Lazard Asset Management
142
Lazard Asset Management
New York
$110K +$110K +7,813 New
CCA
143
Catalyst Capital Advisors
New York
$110K +$19.8K +1,400 +22%
PA
144
PSI Advisors
Florida
$102K – – –
KBC Group
145
KBC Group
Belgium
$100K – – –
CAS
146
Coppell Advisory Solutions
Texas
$95.6K +$95.6K +6,770 New
AIP
147
Ameritas Investment Partners
Nebraska
$89.4K – – –
IPW
148
Impact Partnership Wealth
Georgia
$85.9K +$85.9K +6,070 New
MLICM
149
Metropolitan Life Insurance Company (MetLife)
New York
$64.8K – – –
TRCT
150
Tower Research Capital (TRC)
New York
$63K -$53.2K -3,760 -46%
4 5
6
7 8