FBRT

Franklin BSP Realty Trust
FBRT

Overview Fund Activity

178 hedge funds and large institutions have $649M invested in Franklin BSP Realty Trust in 2024 Q1 according to their latest regulatory filings, with 22 funds opening new positions, 53 increasing their positions, 76 reducing their positions, and 23 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
178
Holders Change
-3
Holders Change %
-1.66%
% of All Funds
2.58%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.03%
New
22
Increased
53
Reduced
76
Closed
23
Calls
$1.23M
Puts
$1.4M
Net Calls
-$166K
Net Calls Change
-$1.76M

Top Buyers

1
1832 Asset Management
1832 Asset Management
Ontario, Canada
$6.01M
2
FCM
FJ Capital Management
Virginia
$2.44M
3
Millennium Management
Millennium Management
New York
$2.88M
4
GCM
Greenland Capital Management
New York
$2.11M
5
Charles Schwab
Charles Schwab
California
$10.7M

Top Sellers

1
Morgan Stanley
Morgan Stanley
New York
$7.87M
2
Mirae Asset Global Investments
Mirae Asset Global Investments
South Korea
$423K
3
Franklin Resources
Franklin Resources
California
$30.4M
4
Northern Trust
Northern Trust
Illinois
$11.5M
5
AWM
AE Wealth Management
Kansas
$213K
Name Holding Trade Value Shares
Change 		Shares
Change %
SFA
151
Semmax Financial Advisors
North Carolina
$56.1K – – –
KSWA
152
Kathleen S. Wright Associates
Pennsylvania
$45.8K +$45.8K +3,425 New
KBC Group
153
KBC Group
Belgium
$41K – – –
Carson Wealth (CWM LLC)
154
Carson Wealth (CWM LLC)
Nebraska
$31K +$21.1K +1,600 +212%
GRP
155
Global Retirement Partners
California
$29.5K +$23.2K +1,740 +374%
NECFA
156
New England Capital Financial Advisors
Connecticut
$19.7K +$494 +37 +3%
Fidelity Investments
157
Fidelity Investments
Massachusetts
$15.9K -$12.9K -966 -45%
Barrow, Hanley, Mewhinney & Strauss
158
Barrow, Hanley, Mewhinney & Strauss
Texas
$15.8K +$15.8K +1,180 New
TRCT
159
Tower Research Capital (TRC)
New York
$14.8K -$376K -28,114 -96%
MG
160
Mather Group
Illinois
$13.1K +$13.1K +967 New
CA
161
CoreCap Advisors
Michigan
$8.98K +$8.98K +672 New
EWA
162
EverSource Wealth Advisors
Alabama
$8.63K – – –
Ohio Public Employees Retirement System (OPERS)
163
Ohio Public Employees Retirement System (OPERS)
Ohio
$5.81K +$5.81K +435 New
RIL
164
Rothschild Investment LLC
Illinois
$4.96K +$134 +10 +3%
GI
165
GAMMA Investing
California
$4.56K +$1.5K +112 +49%
BFEC
166
Benjamin F. Edwards & Company
Missouri
$3K -$452 -33 -13%
C
167
Covestor
United Kingdom
$2K +$1.9K +112 +1,867%
IPW
168
Impact Partnership Wealth
Georgia
$1.81K +$13 +1 +0.7%
A
169
AlphaQuest
New York
$1.4K -$636K -47,600 -100%
OPTFSNA
170
Old Point Trust & Financial Services N A
Virginia
$1.1K +$1.1K +82 New
Fifth Third Bancorp
171
Fifth Third Bancorp
Ohio
$975 – – –
FMII
172
Farmers & Merchants Investments Inc
Nebraska
$735 – – –
PFBT
173
Parkside Financial Bank & Trust
Missouri
$722 – – –
FCA
174
FinTrust Capital Advisors
South Carolina
$481 +$481 +36 New
CA
175
Continuum Advisory
Idaho
$480 +$480 +37 New
5 6
7
8 9