FBRT

Franklin BSP Realty Trust
FBRT

Overview Fund Activity

187 hedge funds and large institutions have $624M invested in Franklin BSP Realty Trust in 2024 Q2 according to their latest regulatory filings, with 31 funds opening new positions, 60 increasing their positions, 66 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
187
Holders Change
+9
Holders Change %
+5.06%
% of All Funds
2.72%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.03%
New
31
Increased
60
Reduced
66
Closed
18
Calls
$1.37M
Puts
$587K
Net Calls
+$786K
Net Calls Change
+$952K

Top Buyers

1
Balyasny Asset Management
1
Balyasny Asset Management
Illinois
$6.16M
2
1832 Asset Management
2
1832 Asset Management
Ontario, Canada
$8.82M
3
VanEck Associates
3
VanEck Associates
New York
$8.31M
4
Invesco
4
Invesco
Georgia
$13.1M
5
STAS
5
Strong Tower Advisory Services
Minnesota
$10.3M

Top Sellers

1
Franklin Resources
1
Franklin Resources
California
$23.7M
2
BlackRock
2
BlackRock
New York
$171M
3
JPMorgan Chase & Co
3
JPMorgan Chase & Co
New York
$1.71M
4
Vanguard Group
4
Vanguard Group
Pennsylvania
$112M
5
TPSF
5
Texas Permanent School Fund
Texas
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
BCMLT
151
Beacon Capital Management LLC (Tennessee)
Tennessee
$79.9K -$2.02K -160 -2%
CP
152
Castleview Partners
Texas
$69.6K -$2.95K -234 -4%
SFA
153
Semmax Financial Advisors
North Carolina
$53.4K – – –
KSWA
154
Kathleen S. Wright Associates
Pennsylvania
$43.2K – – –
FC
155
Fairscale Capital
New Hampshire
$41.5K +$41.5K +3,111 New
KBC Group
156
KBC Group
Belgium
$39K – – –
EC
157
EntryPoint Capital
New York
$35.4K +$35.4K +2,809 New
Carson Wealth (CWM LLC)
158
Carson Wealth (CWM LLC)
Nebraska
$31K +$1.41K +112 +5%
SWM
159
Spire Wealth Management
Virginia
$28.2K -$80.1K -6,358 -74%
Fidelity Investments
160
Fidelity Investments
Massachusetts
$23.1K +$8.18K +649 +55%
NECFA
161
New England Capital Financial Advisors
Connecticut
$19.1K +$517 +41 +3%
Barrow, Hanley, Mewhinney & Strauss
162
Barrow, Hanley, Mewhinney & Strauss
Texas
$14.9K – – –
MG
163
Mather Group
Illinois
$12.9K – – –
Ohio Public Employees Retirement System (OPERS)
164
Ohio Public Employees Retirement System (OPERS)
Ohio
$11.6K +$6.16K +489 +112%
EWA
165
EverSource Wealth Advisors
Alabama
$9.56K – – –
CA
166
CoreCap Advisors
Michigan
$8.47K – – –
GI
167
GAMMA Investing
California
$8.09K +$3.79K +301 +88%
SP
168
SWS Partners
Ohio
$5.58K +$5.58K +443 New
RIL
169
Rothschild Investment LLC
Illinois
$5.18K +$504 +40 +11%
SAM
170
Smartleaf Asset Management
Massachusetts
$5K +$5K +394 New
JPWM
171
Jamison Private Wealth Management
Georgia
$4.9K +$4.9K +389 New
TWP
172
Triad Wealth Partners
Kansas
$2.61K +$2.61K +207 New
CFM
173
Catalyst Funds Management
Australia
$2.52K +$2.52K +200 New
BFEC
174
Benjamin F. Edwards & Company
Missouri
$2K -$623 -52 -24%
C
175
Covestor
United Kingdom
$2K +$620 +53 +45%
5 6
7
8 9