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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
RIL
176
Rothschild Investment LLC
Illinois
$5.91K +$129 +10 +2%
Bessemer Group
177
Bessemer Group
New Jersey
$5K +$129 +10 +3%
SAM
178
Smartleaf Asset Management
Massachusetts
$4.63K +$775 +60 +19%
CA
179
CoreCap Advisors
Michigan
$4.11K -$246 -19 -5%
VCM
180
Versant Capital Management
Arizona
$3.46K +$3.57K +276 New
LFG
181
Larson Financial Group
Missouri
$3.39K +$3.32K +257 +1,977%
UB
182
UMB Bank
Missouri
$3.34K
GI
183
GAMMA Investing
California
$3.26K -$1.24K -96 -27%
C
184
Covestor
United Kingdom
$3K +$646 +50 +23%
LC
185
Luminist Capital
Michigan
$2.93K +$3.02K +234 New
PIS
186
POM Investment Strategies
North Carolina
$2.25K +$2.31K +179 New
WA
187
WPG Advisers
Maryland
$1.52K +$1.56K +121 New
EWA
188
EverSource Wealth Advisors
Alabama
$1.29K -$7.6K -588 -85%
Russell Investments Group
189
Russell Investments Group
United Kingdom
$1.18K +$220 +17 +22%
MPWT
190
MassMutual Private Wealth & Trust
Connecticut
$1.18K +$271 +21 +29%
HNB
191
Huntington National Bank
Ohio
$1.18K +$943 +73 +348%
FHA
192
First Horizon Advisors
Tennessee
$1.09K
Fifth Third Bancorp
193
Fifth Third Bancorp
Ohio
$1.04K -$840 -65 -44%
PA
194
Parallel Advisors
California
$752 +$775 +60 New
FMII
195
Farmers & Merchants Investments Inc
Nebraska
$690
PFBT
196
Parkside Financial Bank & Trust
Missouri
$678
CA
197
Continuum Advisory
Idaho
$464
IA
198
IFP Advisors
Florida
$426
AssetMark Inc
199
AssetMark Inc
California
$201 -$103 -8 -33%
LC
200
Lindbrook Capital
California
$125 +$129 +10 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.