FBRT

Franklin BSP Realty Trust
FBRT

Overview Fund Activity

187 hedge funds and large institutions have $894M invested in Franklin BSP Realty Trust in 2022 Q4 according to their latest regulatory filings, with 29 funds opening new positions, 61 increasing their positions, 64 reducing their positions, and 22 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
187
Holders Change
+4
Holders Change %
+2.19%
% of All Funds
3.02%
Holding in Top 10
5
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+66.67%
% of All Funds
0.08%
New
29
Increased
61
Reduced
64
Closed
22
Calls
$427K
Puts
$20K
Net Calls
+$407K
Net Calls Change
+$250K

Top Buyers

1
C
1
Cliffwater
California
$24.4M
2
AWA
2
Arete Wealth Advisors
Illinois
$261M
3
JFG
3
Jefferies Financial Group
New York
$7.6M
4
BlackRock
4
BlackRock
New York
$185M
5
State Street
5
State Street
Massachusetts
$41.5M

Top Sellers

1
CIM
1
Centersquare Investment Management
Pennsylvania
$0
2
State of New Jersey Common Pension Fund D
2
State of New Jersey Common Pension Fund D
New Jersey
$226K
3
LPC
3
Long Pond Capital
New York
$0
4
SIA
4
Schechter Investment Advisors
Michigan
$2.97M
5
Invesco
5
Invesco
Georgia
$1.17M
Name Holding Trade Value Shares
Change 		Shares
Change %
Wells Fargo
151
Wells Fargo
California
$79.3K -$44.6K -3,456 -36%
CCA
152
Catalyst Capital Advisors
New York
$70.8K -$7.1K -550 -9%
MLICM
153
Metropolitan Life Insurance Company (MetLife)
New York
$67.4K – – –
PNC Financial Services Group
154
PNC Financial Services Group
Pennsylvania
$46K -$1.74K -135 -4%
HWMA
155
Heritage Wealth Management (Arizona)
Arizona
$45.4K +$22.7K +1,760 +100%
CFB
156
Cullen/Frost Bankers
Texas
$34.2K – – –
GI
157
Gradient Investments
Minnesota
$33.1K – – –
ASN
158
Advisory Services Network
Georgia
$26.3K +$26.3K +2,039 New
Fidelity Investments
159
Fidelity Investments
Massachusetts
$26.2K -$300K -23,287 -92%
KC
160
Kenfarb & Co
Kentucky
$21.2K – – –
NECFA
161
New England Capital Financial Advisors
Connecticut
$18.8K +$18.8K +1,324 New
EWA
162
EverSource Wealth Advisors
Alabama
$15.3K +$10.6K +819 +223%
FHA
163
First Horizon Advisors
Tennessee
$14.2K – – –
TRCT
164
Tower Research Capital (TRC)
New York
$13K -$88.4K -6,981 -87%
Carson Wealth (CWM LLC)
165
Carson Wealth (CWM LLC)
Nebraska
$12K -$991 -80 -8%
SSB
166
Sandy Spring Bank
Maryland
$11.5K – – –
GRP
167
Global Retirement Partners
California
$10.4K – – –
Rockefeller Capital Management
168
Rockefeller Capital Management
New York
$10K – – –
TWA
169
TCI Wealth Advisors
Arizona
$9.83K +$980 +76 +11%
BWM
170
Baystate Wealth Management
Massachusetts
$9K – – –
CA
171
CoreCap Advisors
Michigan
$7.83K +$7.83K +607 New
CAS
172
Coppell Advisory Solutions
Texas
$7.73K +$7.73K +599 New
CASC
173
Coppell Advisory Solutions Corp
Texas
$7.73K +$7.73K +599 New
AWM
174
Accurate Wealth Management
Florida
$7.68K +$7.68K +567 New
QL
175
Quarry LP
New York
$7.56K +$7.56K +586 New
5 6
7
8 9