FBRT

Franklin BSP Realty Trust
FBRT

Overview Fund Activity

178 hedge funds and large institutions have $649M invested in Franklin BSP Realty Trust in 2024 Q1 according to their latest regulatory filings, with 22 funds opening new positions, 53 increasing their positions, 76 reducing their positions, and 23 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
178
Holders Change
-3
Holders Change %
-1.66%
% of All Funds
2.58%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.03%
New
22
Increased
53
Reduced
76
Closed
23
Calls
$1.23M
Puts
$1.4M
Net Calls
-$166K
Net Calls Change
-$1.76M

Top Buyers

1
1832 Asset Management
1832 Asset Management
Ontario, Canada
$6.01M
2
FCM
FJ Capital Management
Virginia
$2.44M
3
Millennium Management
Millennium Management
New York
$2.88M
4
GCM
Greenland Capital Management
New York
$2.11M
5
Charles Schwab
Charles Schwab
California
$10.7M

Top Sellers

1
Morgan Stanley
Morgan Stanley
New York
$7.87M
2
Mirae Asset Global Investments
Mirae Asset Global Investments
South Korea
$423K
3
Franklin Resources
Franklin Resources
California
$30.4M
4
Northern Trust
Northern Trust
Illinois
$11.5M
5
AWM
AE Wealth Management
Kansas
$213K
Name Holding Trade Value Shares
Change 		Shares
Change %
EWM
126
Endowment Wealth Management
Wisconsin
$197K +$5.05K +378 +3%
MOACM
127
Mutual of America Capital Management
New York
$189K -$3.02K -226 -2%
Zurich Cantonal Bank
128
Zurich Cantonal Bank
Switzerland
$185K -$59.7K -4,466 -24%
SB
129
Strategic Blueprint
Georgia
$183K +$1.07K +80 +0.6%
Amundi
130
Amundi
France
$180K +$51.9K +4,203 +41%
SIAG
131
Safeguard Investment Advisory Group
California
$179K – – –
GWP
132
Gen-Wealth Partners
Michigan
$174K +$174K +13,039 New
FFA
133
Farther Finance Advisors
California
$167K +$163K +12,387 +3,312%
SCM
134
Sollinda Capital Management
Florida
$167K -$6.77K -507 -4%
SOW
135
State of Wyoming
Wyoming
$167K -$101K -7,538 -38%
RCM
136
Raleigh Capital Management
North Carolina
$166K +$1.34K +100 +0.8%
Wealth Enhancement Advisory Services
137
Wealth Enhancement Advisory Services
Minnesota
$162K +$20.1K +1,508 +14%
TWP
138
Tyche Wealth Partners
Texas
$160K – – –
Public Employees Retirement Association of Colorado
139
Public Employees Retirement Association of Colorado
Colorado
$158K – – –
MC
140
Moors & Cabot
Massachusetts
$149K +$149K +11,156 New
GCM
141
Graham Capital Management
Connecticut
$149K -$99K -7,412 -40%
SG Americas Securities
142
SG Americas Securities
New York
$136K +$136K +10,217 New
SWM
143
Spire Wealth Management
Virginia
$115K – – –
AIP
144
Ameritas Investment Partners
Nebraska
$110K – – –
PA
145
PSI Advisors
Florida
$96.2K – – –
BCMLT
146
Beacon Capital Management LLC (Tennessee)
Tennessee
$86.8K -$68.2K -5,108 -44%
Lazard Asset Management
147
Lazard Asset Management
New York
$84K -$2.85K -214 -3%
CP
148
Castleview Partners
Texas
$76.9K -$44.5K -3,334 -37%
MLICM
149
Metropolitan Life Insurance Company (MetLife)
New York
$64.7K – – –
PNC Financial Services Group
150
PNC Financial Services Group
Pennsylvania
$58.4K +$5.05K +378 +9%
4 5
6
7 8