FBRT

Franklin BSP Realty Trust
FBRT

Overview Fund Activity

210 hedge funds and large institutions have $645M invested in Franklin BSP Realty Trust in 2025 Q1 according to their latest regulatory filings, with 29 funds opening new positions, 69 increasing their positions, 76 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
210
Holders Change
+13
Holders Change %
+6.6%
% of All Funds
2.85%
Holding in Top 10
3
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.04%
New
29
Increased
69
Reduced
76
Closed
13
Calls
$24.2M
Puts
$174K
Net Calls
+$24M
Net Calls Change
+$14.9M

Top Buyers

1
OCM
Orchard Capital Management
Illinois
$4.65M
2
STAS
Strong Tower Advisory Services
Minnesota
$15.3M
3
Jane Street
Jane Street
New York
$1.81M
4
Bank of New York Mellon
Bank of New York Mellon
New York
$9.1M
5
GF
Gabelli Funds
New York
$3.57M

Top Sellers

1
Balyasny Asset Management
Balyasny Asset Management
Illinois
$0
2
UBS Group
UBS Group
Switzerland
$4.41M
3
Vanguard Group
Vanguard Group
Pennsylvania
$112M
4
BlackRock
BlackRock
New York
$175M
5
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$936K
Name Holding Trade Value Shares
Change 		Shares
Change %
LSIA
126
LaSalle St. Investment Advisors
Illinois
$231K +$95.5K +7,520 +70%
MA
127
Mutual Advisors
Nebraska
$230K +$547 +47 +0.2%
RFS
128
Retirement Financial Solutions
Tennessee
$226K +$1.5K +118 +0.7%
PA
129
PharVision Advisers
Florida
$225K +$87.6K +6,873 +64%
PFSRSONJ
130
Police & Firemen's Retirement System of New Jersey
New Jersey
$210K – – –
EWM
131
Endowment Wealth Management
Wisconsin
$210K +$6K +471 +3%
TCM
132
Triumph Capital Management
Colorado
$204K -$3.41K -268 -2%
CAM
133
Concorde Asset Management
Michigan
$203K -$11.6K -1,000 -5%
YIH
134
Y-Intercept (HK)
Hong Kong
$200K +$200K +15,678 New
KK
135
KLP Kapitalforvaltning
Norway
$197K – – –
SO
136
STRS Ohio
Ohio
$190K – – –
LAM
137
Longboard Asset Management
Arizona
$177K – – –
SC
138
Syon Capital
California
$176K +$10.2K +804 +6%
AC
139
AlphaCore Capital
California
$169K +$4.83K +369 +3%
SIAG
140
Safeguard Investment Advisory Group
California
$166K -$4.24K -333 -2%
AWM
141
AE Wealth Management
Kansas
$163K +$163K +12,819 New
SCM
142
Sollinda Capital Management
Florida
$159K – – –
Bank of Montreal
143
Bank of Montreal
Ontario, Canada
$158K +$158K +12,415 New
IP
144
Ignite Planners
California
$158K -$13.6K -1,200 -8%
BCM
145
Brookstone Capital Management
Illinois
$156K -$19.7K -1,548 -11%
MOACM
146
Mutual of America Capital Management
New York
$154K -$3.84K -301 -2%
TWP
147
Tyche Wealth Partners
Texas
$152K – – –
Teacher Retirement System of Texas
148
Teacher Retirement System of Texas
Texas
$152K +$152K +11,965 New
Stifel Financial
149
Stifel Financial
Missouri
$152K +$1.43K +112 +0.9%
Public Employees Retirement Association of Colorado
150
Public Employees Retirement Association of Colorado
Colorado
$150K – – –
4 5
6
7 8