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.

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
PAWA
4
Palo Alto Wealth Advisors
California
$6.05M
5
BlackRock
5
BlackRock
New York
$185M

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 Market Value Shares Shares
Change 		Shares
Change %
AWA
1
Arete Wealth Advisors
Illinois
$261M 20,220 +1,468 +8%
BlackRock
2
BlackRock
New York
$185M 14,344,712 +231,572 +2%
Vanguard Group
3
Vanguard Group
Pennsylvania
$118M 9,175,716 -25,614 -0.3%
State Street
4
State Street
Massachusetts
$41.5M 3,130,724 +166,780 +6%
Franklin Resources
5
Franklin Resources
California
$33M 2,558,042 +398 +0%
C
6
Cliffwater
California
$24.4M 1,889,987 +1,889,987 New
Geode Capital Management
7
Geode Capital Management
Massachusetts
$19.7M 1,526,153 +19,632 +1%
Neuberger Berman Group
8
Neuberger Berman Group
New York
$11.6M 896,287 +221 +0%
Northern Trust
9
Northern Trust
Illinois
$11.1M 859,782 +14,398 +2%
DMKJ
10
David M. Knott Jr
$11.1M 859,047 – –
Bank of New York Mellon
11
Bank of New York Mellon
New York
$10.4M 808,186 +41,674 +5%
Charles Schwab
12
Charles Schwab
California
$8.02M 621,896 +11,002 +2%
JFG
13
Jefferies Financial Group
New York
$7.6M 588,773 +588,773 New
OCM
14
Orchard Capital Management
Illinois
$7.12M 551,811 – –
GLA
15
Great Lakes Advisors
Illinois
$6.79M 526,571 -17,065 -3%
Principal Financial Group
16
Principal Financial Group
Iowa
$6.5M 503,642 -34,982 -6%
STAS
17
Strong Tower Advisory Services
Minnesota
$6.19M 479,964 +18,209 +4%
PAWA
18
Palo Alto Wealth Advisors
California
$6.05M 456,221 +456,221 New
Morgan Stanley
19
Morgan Stanley
New York
$5.81M 450,299 +46,651 +12%
Mariner
20
Mariner
Kansas
$5.45M 422,212 -15,037 -3%
Renaissance Technologies
21
Renaissance Technologies
New York
$5.33M 413,300 -12,500 -3%
VanEck Associates
22
VanEck Associates
New York
$4.73M 366,732 -13,342 -4%
PMAM
23
Penn Mutual Asset Management
Pennsylvania
$4.51M 349,988 -50,000 -13%
Ameriprise
24
Ameriprise
Minnesota
$4.14M 320,576 -13,148 -4%
Nuveen Asset Management
25
Nuveen Asset Management
Illinois
$3.64M 282,417 +5,907 +2%
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