FBRT

Franklin BSP Realty Trust
FBRT

Overview Fund Activity

183 hedge funds and large institutions have $513M invested in Franklin BSP Realty Trust in 2022 Q3 according to their latest regulatory filings, with 26 funds opening new positions, 68 increasing their positions, 63 reducing their positions, and 28 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
183
Holders Change
-2
Holders Change %
-1.08%
% of All Funds
3.16%
Holding in Top 10
3
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-25%
% of All Funds
0.05%
New
26
Increased
68
Reduced
63
Closed
28
Calls
$339K
Puts
$182K
Net Calls
+$157K
Net Calls Change
-$105K

Top Buyers

1
GLA
1
Great Lakes Advisors
Illinois
$5.86M
2
Vanguard Group
2
Vanguard Group
Pennsylvania
$99.1M
3
Mariner
3
Mariner
Kansas
$4.71M
4
Franklin Resources
4
Franklin Resources
California
$27.5M
5
State Street
5
State Street
Massachusetts
$33M

Top Sellers

1
SIA
1
Schechter Investment Advisors
Michigan
$3.25M
2
Norges Bank
2
Norges Bank
Norway
$0
3
Acadian Asset Management
3
Acadian Asset Management
Massachusetts
$46K
4
PMAM
4
Penn Mutual Asset Management
Pennsylvania
$4.31M
5
GWM
5
Geneos Wealth Management
Colorado
$605K
Name Holding Trade Value Shares
Change 		Shares
Change %
PNC Financial Services Group
151
PNC Financial Services Group
Pennsylvania
$40K -$2.71K -251 -6%
CFB
152
Cullen/Frost Bankers
Texas
$29K +$29K +2,652 New
GI
153
Gradient Investments
Minnesota
$28K -$11.3K -1,033 -29%
HR
154
Howe & Rusling
New York
$22K -$16.7K -1,564 -43%
HWMA
155
Heritage Wealth Management (Arizona)
Arizona
$19K – – –
M1FG
156
Mach-1 Financial Group
Arkansas
$19K – – –
KC
157
Kenfarb & Co
Kentucky
$18K – – –
WFA
158
Wipfli Financial Advisors
Wisconsin
$16K +$16K +1,475 New
Carson Wealth (CWM LLC)
159
Carson Wealth (CWM LLC)
Nebraska
$11K -$6.27K -598 -36%
FHA
160
First Horizon Advisors
Tennessee
$11K – – –
PFA
161
Professional Financial Advisors
Nebraska
$11K +$279 +25 +3%
SSB
162
Sandy Spring Bank
Maryland
$10K +$8.88K +791 +791%
GRP
163
Global Retirement Partners
California
$9K -$20.5K -1,846 -70%
MAM
164
Meeder Asset Management
Ohio
$9K -$2.1K -195 -19%
Rockefeller Capital Management
165
Rockefeller Capital Management
New York
$9K +$9K +842 New
BWM
166
Baystate Wealth Management
Massachusetts
$8K – – –
TWA
167
TCI Wealth Advisors
Arizona
$7K +$3.64K +357 +109%
HFS
168
Hantz Financial Services
Michigan
$5K – – –
EWA
169
EverSource Wealth Advisors
Alabama
$4K -$293 -27 -7%
LF
170
Lee Financial
Texas
$4K – – –
HI
171
Harbour Investments
Wisconsin
$4K – – –
Macquarie Group
172
Macquarie Group
Australia
$3K -$4K -298 Closed
WWM
173
Wagner Wealth Management
South Carolina
$3K +$3K +300 New
FCG
174
Financial Connections Group
California
$2K +$54 +5 +3%
M
175
MOTCO
Texas
$2K +$2K +197 New
5 6
7
8 9