FBRT

Franklin BSP Realty Trust
FBRT

Overview Fund Activity

177 hedge funds and large institutions have $581M invested in Franklin BSP Realty Trust in 2023 Q1 according to their latest regulatory filings, with 15 funds opening new positions, 53 increasing their positions, 74 reducing their positions, and 20 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
177
Holders Change
-10
Holders Change %
-5.35%
% of All Funds
2.83%
Holding in Top 10
5
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.08%
New
15
Increased
53
Reduced
74
Closed
20
Calls
$465K
Puts
$130K
Net Calls
+$335K
Net Calls Change
-$72K

Top Buyers

1
C
1
Cliffwater
California
$26.2M
2
PMAM
2
Penn Mutual Asset Management
Pennsylvania
$7.3M
3
Invesco
3
Invesco
Georgia
$3.26M
4
First Trust Advisors
4
First Trust Advisors
Illinois
$1.06M
5
Geode Capital Management
5
Geode Capital Management
Massachusetts
$18.9M

Top Sellers

1
BlackRock
1
BlackRock
New York
$169M
2
UCFA
2
United Capital Financial Advisors
Texas
$243K
3
Voloridge Investment Management
3
Voloridge Investment Management
Florida
$0
4
SIA
4
Schechter Investment Advisors
Michigan
$1.53M
5
IA
5
IFP Advisors
Florida
$27.6K
Name Holding Trade Value Shares
Change 		Shares
Change %
ASN
151
Advisory Services Network
Georgia
$24.3K – – –
GWSG
152
GPS Wealth Strategies Group
Colorado
$22.4K +$22.4K +1,881 New
GI
153
Gradient Investments
Minnesota
$20.1K -$10.5K -883 -34%
KC
154
Kenfarb & Co
Kentucky
$19.6K – – –
NECFA
155
New England Capital Financial Advisors
Connecticut
$15.8K – – –
Fidelity Investments
156
Fidelity Investments
Massachusetts
$12.3K -$12K -1,002 -49%
EWA
157
EverSource Wealth Advisors
Alabama
$11.9K -$2.29K -192 -16%
Carson Wealth (CWM LLC)
158
Carson Wealth (CWM LLC)
Nebraska
$11K -$461 -39 -4%
TWA
159
TCI Wealth Advisors
Arizona
$9.81K +$716 +60 +8%
Citadel Advisors
160
Citadel Advisors
Florida
$8.34K -$113K -9,446 -93%
BWM
161
Baystate Wealth Management
Massachusetts
$8.33K – – –
SSB
162
Sandy Spring Bank
Maryland
$4.77K -$5.86K -491 -55%
LF
163
Lee Financial
Texas
$4.19K – – –
HI
164
Harbour Investments
Wisconsin
$3.91K – – –
FHA
165
First Horizon Advisors
Tennessee
$3.31K -$9.82K -823 -75%
FCG
166
Financial Connections Group
California
$2K +$51 +5 +3%
RMC
167
Resources Management Corp
Connecticut
$2K +$2K +100 New
EI
168
Ellevest Inc
New York
$1.67K – – –
VCM
169
Versant Capital Management
Arizona
$1.54K -$241 -21 -14%
DZ Bank
170
DZ Bank
Germany
$1.17K +$1.17K +98 New
TAM
171
Tucker Asset Management
Colorado
$1.01K +$1.01K +85 New
FMII
172
Farmers & Merchants Investments Inc
Nebraska
$656 – – –
PFBT
173
Parkside Financial Bank & Trust
Missouri
$645 – – –
CWC
174
Carolinas Wealth Consulting
North Carolina
$614 +$37 +3 +6%
Commonwealth Equity Services
175
Commonwealth Equity Services
Massachusetts
$285 -$42 -3,534 -13%
4 5 6
7
8