FBRT

Franklin BSP Realty Trust
FBRT

Overview Fund Activity

180 hedge funds and large institutions have $688M invested in Franklin BSP Realty Trust in 2023 Q2 according to their latest regulatory filings, with 27 funds opening new positions, 57 increasing their positions, 67 reducing their positions, and 24 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
180
Holders Change
+3
Holders Change %
+1.69%
% of All Funds
2.84%
Holding in Top 10
3
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-40%
% of All Funds
0.05%
New
27
Increased
57
Reduced
67
Closed
24
Calls
$1.07M
Puts
$28K
Net Calls
+$1.04M
Net Calls Change
+$706K

Top Buyers

1
Mirae Asset Global Investments
1
Mirae Asset Global Investments
South Korea
$7.67M
2
Northern Trust
2
Northern Trust
Illinois
$16.7M
3
Invesco
3
Invesco
Georgia
$7.41M
4
BCM
4
Beck Capital Management
Texas
$2.48M
5
AWA
5
Arete Wealth Advisors
Illinois
$2.25M

Top Sellers

1
DMKJ
1
David M. Knott Jr
$6.08M
2
PMAM
2
Penn Mutual Asset Management
Pennsylvania
$2.59M
3
PAWA
3
Palo Alto Wealth Advisors
California
$0
4
Vanguard Group
4
Vanguard Group
Pennsylvania
$126M
5
BlackRock
5
BlackRock
New York
$198M
Name Holding Trade Value Shares
Change 		Shares
Change %
FMII
176
Farmers & Merchants Investments Inc
Nebraska
$779 – – –
QCG
177
Quadrant Capital Group
Ohio
$510 +$510 +36 New
CWC
178
Carolinas Wealth Consulting
North Carolina
$450 -$276 -19 -38%
AWM
179
Abound Wealth Management
Tennessee
$383 +$383 +27 New
PAWA
180
Palo Alto Wealth Advisors
California
– -$4.95M -402,658 Closed
E
181
Ergoteles
New York
– -$597K -50,000 Closed
AFP
182
Ausdal Financial Partners
Iowa
– -$519K -43,509 Closed
HF
183
HRT Financial
New York
– -$274K -23,021 Closed
MHS
184
M Holdings Securities
Oregon
– -$215K -18,295 Closed
DI
185
DFPG Investments
Utah
– -$149K -12,474 Closed
SPC
186
Sigma Planning Corp
Michigan
– -$145K -12,142 Closed
Bank of Montreal
187
Bank of Montreal
Ontario, Canada
– -$132K -11,059 Closed
KAS
188
Kestra Advisory Services
Texas
– -$129K -10,839 Closed
Squarepoint
189
Squarepoint
New York
– -$127K -10,623 Closed
State of Wisconsin Investment Board
190
State of Wisconsin Investment Board
Wisconsin
– -$124K -10,401 Closed
PA
191
PFG Advisors
Arizona
– -$123K -10,304 Closed
William Blair & Company
192
William Blair & Company
Illinois
– -$123K -10,277 Closed
AAS
193
Ameritas Advisory Services
Nebraska
– -$80.3K -6,367 Closed
ASN
194
Advisory Services Network
Georgia
– -$24.3K -2,039 Closed
IA
195
IFP Advisors
Florida
– -$27.6K -1,541 Closed
TWA
196
TCI Wealth Advisors
Arizona
– -$9.81K -822 Closed
Citadel Advisors
197
Citadel Advisors
Florida
– -$8.34K -699 Closed
SSB
198
Sandy Spring Bank
Maryland
– -$4.77K -400 Closed
FCG
199
Financial Connections Group
California
– -$2K -197 Closed
EI
200
Ellevest Inc
New York
– -$1.67K -140 Closed
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