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FBRT

Franklin BSP Realty Trust

211 hedge funds and large institutions have $649M invested in Franklin BSP Realty Trust in 2025 Q1 according to their latest regulatory filings, with 28 funds opening new positions, 70 increasing their positions, 76 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed

13,807% more call options, than puts

Call options by funds: $24.2M | Put options by funds: $174K

100% more first-time investments, than exits

New positions opened: 28 | Existing positions closed: 14

6% more funds holding

Funds holding: 199211 (+12)

2% more capital invested

Capital invested by funds: $638M → $649M (+$10.2M)

0% more funds holding in top 10

Funds holding in top 10: 33 (0)

0.08% less ownership

Funds ownership: 62.08%62% (-0.08%)

8% less repeat investments, than reductions

Existing positions increased: 70 | Existing positions reduced: 76

Holders
211
Holders Change
+12
Holders Change %
+6.03%
% of All Funds
2.83%
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.04%
New
28
Increased
70
Reduced
76
Closed
14
Calls
$24.2M
Puts
$174K
Net Calls
+$24M
Net Calls Change
+$14.9M
Name Holding Trade Value Shares
Change
Change in
Stake
CAS
151
Coppell Advisory Solutions
Texas
$149K +$14.7K +1,138 +10%
RCM
152
Raleigh Capital Management
North Carolina
$145K -$14.8K -1,150 -9%
CAM
153
Cresset Asset Management
Illinois
$137K
WPW
154
Waldron Private Wealth
Pennsylvania
$131K +$129K +10,000 New
FGAM
155
Financial Gravity Asset Management
Texas
$128K +$129K +10,026 New
AIP
156
Ameritas Investment Partners
Nebraska
$105K
BCMLT
157
Beacon Capital Management LLC (Tennessee)
Tennessee
$83.2K +$1.98K +153 +2%
SPIA
158
Steward Partners Investment Advisory
New York
$74K
BNP Paribas Financial Markets
159
BNP Paribas Financial Markets
France
$72.3K -$121K -9,363 -62%
CCM
160
Coldstream Capital Management
Washington
$71.7K +$72.6K +5,626 New
QL
161
Quarry LP
New York
$71.6K +$39.7K +3,073 +121%
Fidelity Investments
162
Fidelity Investments
Massachusetts
$66.6K +$16.5K +1,279 +32%
PNC Financial Services Group
163
PNC Financial Services Group
Pennsylvania
$64.3K +$37.8K +2,926 +138%
KBC Group
164
KBC Group
Belgium
$59K
GWP
165
Gen-Wealth Partners
Michigan
$52.7K
TRCT
166
Tower Research Capital (TRC)
New York
$52.1K -$128K -9,908 -71%
SFA
167
Semmax Financial Advisors
North Carolina
$48.6K
Jones Financial Companies
168
Jones Financial Companies
Missouri
$43.9K +$43.7K +3,384 New
KSWA
169
Kathleen S. Wright Associates
Pennsylvania
$43.6K
FC
170
Fairscale Capital
New Hampshire
$40.7K
TIM
171
Tortoise Investment Management
New York
$39K +$39.5K +3,059 New
A
172
AlphaQuest
New York
$32.4K +$32.8K +2,541 New
CPBTD
173
Central Pacific Bank - Trust Division
Hawaii
$31.9K +$32.3K +2,500 New
HNB
174
Huntington National Bank
Ohio
$28.8K +$27.9K +2,164 +2,302%
SWM
175
Spire Wealth Management
Virginia
$28.5K

FBRT Hedge Fund Activity: Q1 2025 in Review

211 of the 7,458 institutional investors tracked by Wall St. Rank reported a position in Franklin BSP Realty Trust (FBRT) for Q1 2025, worth a combined $649M — up 1.6% from $638M a quarter earlier.

Buyers outnumbered sellers: 28 funds opened new FBRT positions and 14 closed out — a net gain of 14 holders — while 70 added to existing stakes and 76 trimmed.

The largest buyer was Orchard Capital Management, adding an estimated $4.33M. The largest seller was Balyasny Asset Management, exiting entirely with an estimated $4.55M sold.

  • 211 institutional investors held Franklin BSP Realty Trust (FBRT) as of Q1 2025, up from 199 in Q4 2024.
  • Funds reported $649M of Franklin BSP Realty Trust stock for Q1 2025, up 1.6% quarter-over-quarter.
  • 28 funds opened new Franklin BSP Realty Trust positions in Q1 2025 and 14 closed out, a net change of +14 holders.
  • The largest Franklin BSP Realty Trust buyer in Q1 2025 was Orchard Capital Management, an estimated $4.33M added.
  • The largest Franklin BSP Realty Trust seller in Q1 2025 was Balyasny Asset Management, an estimated $4.55M sold.

Based on aggregated 13F filings for Q1 2025.