FBRT

Franklin BSP Realty Trust

184 hedge funds and large institutions have $640M invested in Franklin BSP Realty Trust in 2023 Q3 according to their latest regulatory filings, with 19 funds opening new positions, 64 increasing their positions, 63 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
184
Holders Change
+4
Holders Change %
+2.22%
% of All Funds
2.93%
Holding in Top 10
2
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-33.33%
% of All Funds
0.03%
New
19
Increased
64
Reduced
63
Closed
15
Calls
$795K
Puts
$81K
Net Calls
+$714K
Net Calls Change
-$327K
Name Holding Trade Value Shares
Change
Shares
Change %
Zurich Cantonal Bank
126
Zurich Cantonal Bank
Switzerland
$186K
EWM
127
Endowment Wealth Management
Wisconsin
$185K +$4.69K +354 +3%
SB
128
Strategic Blueprint
Georgia
$179K +$12.9K +978 +8%
SIAG
129
Safeguard Investment Advisory Group
California
$177K
APWA
130
Atlas Private Wealth Advisors
New Jersey
$177K +$177K +13,369 New
GCM
131
Graham Capital Management
Connecticut
$172K +$172K +13,010 New
BAM
132
Belpointe Asset Management
Nevada
$169K
IWN
133
Independent Wealth Network
Iowa
$168K +$569 +43 +0.3%
ProShare Advisors
134
ProShare Advisors
Maryland
$167K -$4.38K -331 -3%
CP
135
Castleview Partners
Texas
$162K
RCM
136
Raleigh Capital Management
North Carolina
$161K +$1.32K +100 +0.8%
Public Employees Retirement Association of Colorado
137
Public Employees Retirement Association of Colorado
Colorado
$156K
PFA
138
Plotkin Financial Advisors
Maryland
$156K -$6.36K -480 -4%
HF
139
HRT Financial
New York
$155K +$155K +11,782 New
SAG
140
SageView Advisory Group
California
$153K +$153K +11,550 New
Wealth Enhancement Advisory Services
141
Wealth Enhancement Advisory Services
Minnesota
$151K +$151K +11,437 New
LCM
142
Lazari Capital Management
California
$151K
AFAS
143
Acorn Financial Advisory Services
Virginia
$149K -$15.3K -1,152 -9%
VCM
144
Virtue Capital Management
Tennessee
$144K
BCMLT
145
Beacon Capital Management LLC (Tennessee)
Tennessee
$143K
Fisher Asset Management
146
Fisher Asset Management
Washington
$133K -$50.9K -3,846 -28%
Amundi
147
Amundi
France
$131K
Lazard Asset Management
148
Lazard Asset Management
New York
$118K +$14.8K +1,121 +14%
SWM
149
Spire Wealth Management
Virginia
$114K
AIP
150
Ameritas Investment Partners
Nebraska
$109K +$25.8K +1,950 +31%