FBRT

Franklin BSP Realty Trust
FBRT

Overview Fund Activity

197 hedge funds and large institutions have $635M invested in Franklin BSP Realty Trust in 2024 Q4 according to their latest regulatory filings, with 28 funds opening new positions, 63 increasing their positions, 69 reducing their positions, and 13 closing their positions.

Holders
197
Holders Change
+12
Holders Change %
+6.49%
% 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
63
Reduced
69
Closed
13
Calls
$9.23M
Puts
$114K
Net Calls
+$9.12M
Net Calls Change
+$4.32M

Top Buyers

1
UBS Group
1
UBS Group
Switzerland
$8.69M
2
GC
2
Gratia Capital
California
$7.81M
3
GA
3
GraniteShares Advisors
New York
$2.48M
4
Balyasny Asset Management
4
Balyasny Asset Management
Illinois
$4.55M
5
Northern Trust
5
Northern Trust
Illinois
$12M

Top Sellers

1
1832 Asset Management
1
1832 Asset Management
Ontario, Canada
$5.02M
2
Franklin Resources
2
Franklin Resources
California
$18.8M
3
Prudential Financial
3
Prudential Financial
New Jersey
$1.05M
4
Vanguard Group
4
Vanguard Group
Pennsylvania
$114M
5
First Trust Advisors
5
First Trust Advisors
Illinois
$1.21M
Name Market Value Shares Shares
Change 		Shares
Change %
BCMLT
151
Beacon Capital Management LLC (Tennessee)
Tennessee
$80K 6,378 +39 +0.6%
SPIA
152
Steward Partners Investment Advisory
New York
$72.9K 5,810 – –
CP
153
Castleview Partners
Texas
$69.2K 5,520 – –
CAM
154
Costello Asset Management
Pennsylvania
$67.3K 4,657 +4,657 New
GRP
155
Global Retirement Partners
California
$62.1K 4,956 -32,139 -87%
KBC Group
156
KBC Group
Belgium
$58K 4,664 – –
SFA
157
Semmax Financial Advisors
North Carolina
$55.9K 4,300 – –
GWP
158
Gen-Wealth Partners
Michigan
$51.9K 4,140 -1,978 -32%
Fidelity Investments
159
Fidelity Investments
Massachusetts
$49.6K 3,952 +1,329 +51%
KSWA
160
Kathleen S. Wright Associates
Pennsylvania
$43K 3,425 – –
FC
161
Fairscale Capital
New Hampshire
$39K 3,111 – –
SCM
162
Sterling Capital Management
North Carolina
$33K 2,630 -27,328 -91%
QL
163
Quarry LP
New York
$32K 2,550 +2,550 New
SWM
164
Spire Wealth Management
Virginia
$28.1K 2,240 – –
PNC Financial Services Group
165
PNC Financial Services Group
Pennsylvania
$26.6K 2,118 -754 -26%
Ohio Public Employees Retirement System (OPERS)
166
Ohio Public Employees Retirement System (OPERS)
Ohio
$24.7K 1,970 +561 +40%
NECFA
167
New England Capital Financial Advisors
Connecticut
$20.1K 1,601 +43 +3%
Carson Wealth (CWM LLC)
168
Carson Wealth (CWM LLC)
Nebraska
$15K 1,218 -1,281 -51%
Barrow, Hanley, Mewhinney & Strauss
169
Barrow, Hanley, Mewhinney & Strauss
Texas
$14.8K 1,180 – –
MG
170
Mather Group
Illinois
$12.1K 967 – –
T
171
Transce3nd
Texas
$11.4K 906 +906 New
HCA
172
Harbor Capital Advisors
Illinois
$9K 714 -9 -1%
S
173
SignatureFD
Georgia
$8.08K 644 +644 New
RIL
174
Rothschild Investment LLC
Illinois
$5.91K 471 +10 +2%
Bessemer Group
175
Bessemer Group
New Jersey
$5K 406 +10 +3%
5 6
7
8 9