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FBRT

Franklin BSP Realty Trust

215 hedge funds and large institutions have $534M invested in Franklin BSP Realty Trust in 2025 Q3 according to their latest regulatory filings, with 35 funds opening new positions, 73 increasing their positions, 68 reducing their positions, and 27 closing their positions.

New
Increased
Maintained
Reduced
Closed

1,909% more call options, than puts

Call options by funds: $5.72M | Put options by funds: $285K

30% more first-time investments, than exits

New positions opened: 35 | Existing positions closed: 27

2% more funds holding

Funds holding: 210215 (+5)

7% more repeat investments, than reductions

Existing positions increased: 73 | Existing positions reduced: 68

1% less capital invested

Capital invested by funds: $541M → $534M (-$6.39M)

1.71% less ownership

Funds ownership: 61.35%59.65% (-1.7%)

33% less funds holding in top 10

Funds holding in top 10: 32 (-1)

Holders
215
Holders Change
+5
Holders Change %
+2.38%
% of All Funds
2.82%
Holding in Top 10
2
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-33.33%
% of All Funds
0.03%
New
35
Increased
73
Reduced
68
Closed
27
Calls
$5.72M
Puts
$285K
Net Calls
+$5.44M
Net Calls Change
-$14.4M
Name Holding Trade Value Shares
Change
Change in
Stake
PFBT
201
Parkside Financial Bank & Trust
Missouri
$1.73K +$165 +15 +10%
WA
202
WPG Advisers
Maryland
$1.37K
MIM
203
MTM Investment Management
South Carolina
$1.3K
QCG
204
Quadrant Capital Group
Ohio
$1.24K +$1.26K +114 New
FFA
205
Farther Finance Advisors
California
$1.2K +$1.21K +110 New
Rockefeller Capital Management
206
Rockefeller Capital Management
New York
$1.06K +$1.08K +98 New
C
207
Covestor
United Kingdom
$1K +$264 +24 +69%
Jones Financial Companies
208
Jones Financial Companies
Missouri
$879 -$859 -78 -50%
Fifth Third Bancorp
209
Fifth Third Bancorp
Ohio
$825 +$474 +43 +130%
FMII
210
Farmers & Merchants Investments Inc
Nebraska
$597
SAM
211
Smartleaf Asset Management
Massachusetts
$561 +$551 +50 New
PA
212
Parallel Advisors
California
$543 +$551 +50 New
EWA
213
EverSource Wealth Advisors
Alabama
$250 -$6.93K -629 -96%
WANY
214
Wealthspire Advisors (New York)
New York
$163 +$165 +15 New
TWD
215
True Wealth Design
Ohio
$33 -$485 -44 -94%
C
216
Cliffwater
California
-$10.9M -1,022,788 Closed
AI
217
AXS Investments
New York
-$1.39M -129,879 Closed
Susquehanna International Group
218
Susquehanna International Group
Pennsylvania
-$1.42M -129,008 Closed
YIH
219
Y-Intercept (HK)
Hong Kong
-$658K -61,510 Closed
Commonwealth Equity Services
220
Commonwealth Equity Services
Massachusetts
-$469K -43,857 Closed
SAI
221
Savvy Advisors Inc
New York
-$441K -41,207 Closed
Arrowstreet Capital
222
Arrowstreet Capital
Massachusetts
-$363K -33,994 Closed
AP
223
Advisors Preferred
Maryland
-$359K -33,135 Closed
State of Wisconsin Investment Board
224
State of Wisconsin Investment Board
Wisconsin
-$314K -29,328 Closed
BCM
225
Beck Capital Management
Texas
-$252K -23,620 Closed

FBRT Hedge Fund Activity: Q3 2025 in Review

215 of the 7,619 institutional investors tracked by Wall St. Rank reported a position in Franklin BSP Realty Trust (FBRT) for Q3 2025, worth a combined $534M — down 1.2% from $541M a quarter earlier.

Buyers outnumbered sellers: 35 funds opened new FBRT positions and 27 closed out — a net gain of 8 holders — while 73 added to existing stakes and 68 trimmed.

The largest buyer was Prudential Financial, adding an estimated $2.58M. The largest seller was Cliffwater, exiting entirely with an estimated $10.9M sold.

  • 215 institutional investors held Franklin BSP Realty Trust (FBRT) as of Q3 2025, up from 210 in Q2 2025.
  • Funds reported $534M of Franklin BSP Realty Trust stock for Q3 2025, down 1.2% quarter-over-quarter.
  • 35 funds opened new Franklin BSP Realty Trust positions in Q3 2025 and 27 closed out, a net change of +8 holders.
  • The largest Franklin BSP Realty Trust buyer in Q3 2025 was Prudential Financial, an estimated $2.58M added.
  • The largest Franklin BSP Realty Trust seller in Q3 2025 was Cliffwater, an estimated $10.9M sold.

Based on aggregated 13F filings for Q3 2025.