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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
MPWT
201
MassMutual Private Wealth & Trust
Connecticut
$1.2K
WA
202
WPG Advisers
Maryland
$1.15K -$400 -31 -26%
FHA
203
First Horizon Advisors
Tennessee
$1.11K
PA
204
Parallel Advisors
California
$927 +$168 +13 +22%
FMII
205
Farmers & Merchants Investments Inc
Nebraska
$701
CAM
206
Costello Asset Management
Pennsylvania
$446 -$59.7K -4,622 -99%
IA
207
IFP Advisors
Florida
$433
SC
208
Stephens Consulting
Michigan
$383 +$387 +30 New
BIG
209
Brooklyn Investment Group
New York
$319 +$323 +25 New
TWD
210
True Wealth Design
Ohio
$319 +$323 +25 New
QCG
211
Quadrant Capital Group
Ohio
$217 +$219 +17 New
AssetMark Inc
212
AssetMark Inc
California
$153 -$52 -4 -25%
Balyasny Asset Management
213
Balyasny Asset Management
Illinois
-$4.55M -362,451 Closed
OSAM
214
O'Shaughnessy Asset Management
Connecticut
-$804K -64,135 Closed
RFS
215
Retirement Financial Solutions
Tennessee
-$221K -17,607 Closed
CT
216
ClearAlpha Technologies
Connecticut
-$149K -11,917 Closed
DTL
217
Dynamic Technology Lab
Singapore
-$147K -11,734 Closed
NAS
218
NWF Advisory Services
California
-$131K -10,175 Closed
Lazard Asset Management
219
Lazard Asset Management
New York
-$94K -7,545 Closed
CP
220
Castleview Partners
Texas
-$69.2K -5,520 Closed
NECFA
221
New England Capital Financial Advisors
Connecticut
-$20.1K -1,601 Closed
T
222
Transce3nd
Texas
-$11.4K -906 Closed
VCM
223
Versant Capital Management
Arizona
-$3.46K -276 Closed
PIS
224
POM Investment Strategies
North Carolina
-$2.25K -179 Closed
CA
225
Continuum Advisory
Idaho
-$464 -37 Closed

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.