We are live on ! Find out more
FBRT

Franklin BSP Realty Trust

199 hedge funds and large institutions have $638M invested in Franklin BSP Realty Trust in 2024 Q4 according to their latest regulatory filings, with 28 funds opening new positions, 64 increasing their positions, 70 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed

7,996% more call options, than puts

Call options by funds: $9.23M | Put options by funds: $114K

115% more first-time investments, than exits

New positions opened: 28 | Existing positions closed: 13

6% more funds holding

Funds holding: 187199 (+12)

1.14% more ownership

Funds ownership: 60.94%62.08% (+1.1%)

0% more funds holding in top 10

Funds holding in top 10: 33 (0)

2% less capital invested

Capital invested by funds: $652M → $638M (-$13.6M)

9% less repeat investments, than reductions

Existing positions increased: 64 | Existing positions reduced: 70

Holders
199
Holders Change
+12
Holders Change %
+6.42%
% of All Funds
2.62%
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.04%
New
28
Increased
64
Reduced
70
Closed
13
Calls
$9.23M
Puts
$114K
Net Calls
+$9.12M
Net Calls Change
+$4.32M
Name Holding Trade Value Shares
Change
Change in
Stake
Lazard Asset Management
151
Lazard Asset Management
New York
$94K +$3.05K +236 +3%
BCMLT
152
Beacon Capital Management LLC (Tennessee)
Tennessee
$80K +$504 +39 +0.6%
SPIA
153
Steward Partners Investment Advisory
New York
$72.9K
CP
154
Castleview Partners
Texas
$69.2K
CAM
155
Costello Asset Management
Pennsylvania
$67.3K +$60.2K +4,657 New
GRP
156
Global Retirement Partners
California
$62.1K -$415K -32,139 -87%
KBC Group
157
KBC Group
Belgium
$58K
SFA
158
Semmax Financial Advisors
North Carolina
$55.9K
GWP
159
Gen-Wealth Partners
Michigan
$51.9K -$25.6K -1,978 -32%
Fidelity Investments
160
Fidelity Investments
Massachusetts
$49.6K +$17.2K +1,329 +51%
KSWA
161
Kathleen S. Wright Associates
Pennsylvania
$43K
FC
162
Fairscale Capital
New Hampshire
$39K
SCM
163
Sterling Capital Management
North Carolina
$33K -$353K -27,328 -91%
QL
164
Quarry LP
New York
$32K +$33K +2,550 New
SWM
165
Spire Wealth Management
Virginia
$28.1K
PNC Financial Services Group
166
PNC Financial Services Group
Pennsylvania
$26.6K -$9.74K -754 -26%
Ohio Public Employees Retirement System (OPERS)
167
Ohio Public Employees Retirement System (OPERS)
Ohio
$24.7K +$7.25K +561 +40%
NECFA
168
New England Capital Financial Advisors
Connecticut
$20.1K +$556 +43 +3%
Carson Wealth (CWM LLC)
169
Carson Wealth (CWM LLC)
Nebraska
$15K -$16.6K -1,281 -51%
Barrow, Hanley, Mewhinney & Strauss
170
Barrow, Hanley, Mewhinney & Strauss
Texas
$14.8K
MG
171
Mather Group
Illinois
$12.1K
T
172
Transce3nd
Texas
$11.4K +$11.7K +906 New
DB
173
Danske Bank
Denmark
$10K -$45.2K -3,500 -81%
HCA
174
Harbor Capital Advisors
Illinois
$9K -$116 -9 -1%
S
175
SignatureFD
Georgia
$8.08K +$8.32K +644 New

FBRT Hedge Fund Activity: Q4 2024 in Review

199 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in Franklin BSP Realty Trust (FBRT) for Q4 2024, worth a combined $638M — down 2.1% from $652M a quarter earlier.

Buyers outnumbered sellers: 28 funds opened new FBRT positions and 13 closed out — a net gain of 15 holders — while 64 added to existing stakes and 70 trimmed.

The largest buyer was UBS Group, adding an estimated $7.29M. The largest seller was 1832 Asset Management, cutting an estimated $7.75M.

  • 199 institutional investors held Franklin BSP Realty Trust (FBRT) as of Q4 2024, up from 187 in Q3 2024.
  • Funds reported $638M of Franklin BSP Realty Trust stock for Q4 2024, down 2.1% quarter-over-quarter.
  • 28 funds opened new Franklin BSP Realty Trust positions in Q4 2024 and 13 closed out, a net change of +15 holders.
  • The largest Franklin BSP Realty Trust buyer in Q4 2024 was UBS Group, an estimated $7.29M added.
  • The largest Franklin BSP Realty Trust seller in Q4 2024 was 1832 Asset Management, an estimated $7.75M sold.

Based on aggregated 13F filings for Q4 2024.