FBRT

Franklin BSP Realty Trust
FBRT

Overview Fund Activity

187 hedge funds and large institutions have $894M invested in Franklin BSP Realty Trust in 2022 Q4 according to their latest regulatory filings, with 29 funds opening new positions, 61 increasing their positions, 64 reducing their positions, and 22 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
187
Holders Change
+4
Holders Change %
+2.19%
% of All Funds
3.02%
Holding in Top 10
5
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+66.67%
% of All Funds
0.08%
New
29
Increased
61
Reduced
64
Closed
22
Calls
$427K
Puts
$20K
Net Calls
+$407K
Net Calls Change
+$250K

Top Buyers

1
C
1
Cliffwater
California
$24.4M
2
AWA
2
Arete Wealth Advisors
Illinois
$261M
3
JFG
3
Jefferies Financial Group
New York
$7.6M
4
BlackRock
4
BlackRock
New York
$185M
5
State Street
5
State Street
Massachusetts
$41.5M

Top Sellers

1
CIM
1
Centersquare Investment Management
Pennsylvania
$0
2
State of New Jersey Common Pension Fund D
2
State of New Jersey Common Pension Fund D
New Jersey
$226K
3
LPC
3
Long Pond Capital
New York
$0
4
SIA
4
Schechter Investment Advisors
Michigan
$2.97M
5
Invesco
5
Invesco
Georgia
$1.17M
Name Holding Trade Value Shares
Change 		Shares
Change %
LF
176
Lee Financial
Texas
$4.53K – – –
HI
177
Harbour Investments
Wisconsin
$4.23K – – –
FCG
178
Financial Connections Group
California
$2K +$63 +6 +3%
VCM
179
Versant Capital Management
Arizona
$2K +$271 +21 +16%
EI
180
Ellevest Inc
New York
$1.81K +$1.81K +140 New
FMII
181
Farmers & Merchants Investments Inc
Nebraska
$710 – – –
PFBT
182
Parkside Financial Bank & Trust
Missouri
$697 – – –
CWC
183
Carolinas Wealth Consulting
North Carolina
$623 +$623 +47 New
PA
184
Parallel Advisors
California
$427 +$13 +1 +3%
ECM
185
Everence Capital Management
Indiana
$276 +$46 +3,570 +20%
FGAM
186
Financial Gravity Asset Management
Texas
$52 +$52 +13 New
CIM
187
Centersquare Investment Management
Pennsylvania
– -$9.64M -895,275 Closed
LPC
188
Long Pond Capital
New York
– -$1.9M -175,913 Closed
BNP Paribas Financial Markets
189
BNP Paribas Financial Markets
France
– -$479K -44,503 Closed
SSA
190
Schonfeld Strategic Advisors
New York
– -$184K -17,000 Closed
Bank of Montreal
191
Bank of Montreal
Ontario, Canada
– -$175 -14,888 Closed
AWM
192
Atticus Wealth Management
Florida
– -$190K -14,070 Closed
AOG
193
Alpha Omega Group
Virginia
– -$139K -12,919 Closed
Teacher Retirement System of Texas
194
Teacher Retirement System of Texas
Texas
– -$129K -11,950 Closed
Ensign Peak Advisors
195
Ensign Peak Advisors
Utah
– -$124K -11,480 Closed
MA
196
Mutual Advisors
Nebraska
– -$116K -10,776 Closed
SWM
197
Selective Wealth Management
Virginia
– -$53K -4,959 Closed
Acadian Asset Management
198
Acadian Asset Management
Massachusetts
– -$46K -4,349 Closed
HR
199
Howe & Rusling
New York
– -$22K -2,065 Closed
M1FG
200
Mach-1 Financial Group
Arkansas
– -$19K -1,829 Closed
5 6 7
8
9