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FBRT

Franklin BSP Realty Trust

211 hedge funds and large institutions have $649M invested in Franklin BSP Realty Trust in 2025 Q1 according to their latest regulatory filings, with 28 funds opening new positions, 70 increasing their positions, 76 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed

13,807% more call options, than puts

Call options by funds: $24.2M | Put options by funds: $174K

100% more first-time investments, than exits

New positions opened: 28 | Existing positions closed: 14

6% more funds holding

Funds holding: 199211 (+12)

2% more capital invested

Capital invested by funds: $638M → $649M (+$10.2M)

0% more funds holding in top 10

Funds holding in top 10: 33 (0)

0.08% less ownership

Funds ownership: 62.08%62% (-0.08%)

8% less repeat investments, than reductions

Existing positions increased: 70 | Existing positions reduced: 76

Holders
211
Holders Change
+12
Holders Change %
+6.03%
% of All Funds
2.83%
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.04%
New
28
Increased
70
Reduced
76
Closed
14
Calls
$24.2M
Puts
$174K
Net Calls
+$24M
Net Calls Change
+$14.9M
Name Holding Trade Value Shares
Change
Change in
Stake
CWM
126
CIBC World Markets
New York
$232K +$235K +18,219 New
LSIA
127
LaSalle St. Investment Advisors
Illinois
$231K +$97.1K +7,520 +70%
MA
128
Mutual Advisors
Nebraska
$230K +$607 +47 +0.2%
PA
129
PharVision Advisers
Florida
$225K +$88.7K +6,873 +64%
PFSRSONJ
130
Police & Firemen's Retirement System of New Jersey
New Jersey
$210K
EWM
131
Endowment Wealth Management
Wisconsin
$210K +$6.08K +471 +3%
TCM
132
Triumph Capital Management
Colorado
$204K -$3.46K -268 -2%
CAM
133
Concorde Asset Management
Michigan
$203K -$12.9K -1,000 -5%
YIH
134
Y-Intercept (HK)
Hong Kong
$200K +$202K +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 +$10.4K +804 +6%
AC
139
AlphaCore Capital
California
$169K +$4.76K +369 +3%
SIAG
140
Safeguard Investment Advisory Group
California
$166K -$4.3K -333 -2%
AWM
141
AE Wealth Management
Kansas
$163K +$166K +12,819 New
SCM
142
Sollinda Capital Management
Florida
$159K
Bank of Montreal
143
Bank of Montreal
Ontario, Canada
$158K +$160K +12,415 New
IP
144
Ignite Planners
California
$158K -$15.5K -1,200 -8%
BCM
145
Brookstone Capital Management
Illinois
$156K -$20K -1,548 -11%
MOACM
146
Mutual of America Capital Management
New York
$154K -$3.89K -301 -2%
TWP
147
Tyche Wealth Partners
Texas
$152K
Teacher Retirement System of Texas
148
Teacher Retirement System of Texas
Texas
$152K +$154K +11,965 New
Stifel Financial
149
Stifel Financial
Missouri
$152K +$1.45K +112 +0.9%
Public Employees Retirement Association of Colorado
150
Public Employees Retirement Association of Colorado
Colorado
$150K

FBRT Hedge Fund Activity: Q1 2025 in Review

211 of the 7,458 institutional investors tracked by Wall St. Rank reported a position in Franklin BSP Realty Trust (FBRT) for Q1 2025, worth a combined $649M — up 1.6% from $638M a quarter earlier.

Buyers outnumbered sellers: 28 funds opened new FBRT positions and 14 closed out — a net gain of 14 holders — while 70 added to existing stakes and 76 trimmed.

The largest buyer was Orchard Capital Management, adding an estimated $4.33M. The largest seller was Balyasny Asset Management, exiting entirely with an estimated $4.55M sold.

  • 211 institutional investors held Franklin BSP Realty Trust (FBRT) as of Q1 2025, up from 199 in Q4 2024.
  • Funds reported $649M of Franklin BSP Realty Trust stock for Q1 2025, up 1.6% quarter-over-quarter.
  • 28 funds opened new Franklin BSP Realty Trust positions in Q1 2025 and 14 closed out, a net change of +14 holders.
  • The largest Franklin BSP Realty Trust buyer in Q1 2025 was Orchard Capital Management, an estimated $4.33M added.
  • The largest Franklin BSP Realty Trust seller in Q1 2025 was Balyasny Asset Management, an estimated $4.55M sold.

Based on aggregated 13F filings for Q1 2025.