FBRT

Franklin BSP Realty Trust
FBRT

Overview Fund Activity

181 hedge funds and large institutions have $672M invested in Franklin BSP Realty Trust in 2023 Q4 according to their latest regulatory filings, with 25 funds opening new positions, 58 increasing their positions, 64 reducing their positions, and 26 closing their positions.

Holders
181
Holders Change
-3
Holders Change %
-1.63%
% of All Funds
2.65%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.03%
New
25
Increased
58
Reduced
64
Closed
26
Calls
$1.61M
Puts
$17K
Net Calls
+$1.59M
Net Calls Change
+$880K

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$17M
2
BlackRock
2
BlackRock
New York
$190M
3
Invesco
3
Invesco
Georgia
$11.4M
4
Mariner
4
Mariner
Kansas
$7.84M
5
UBS Group
5
UBS Group
Switzerland
$1.86M

Top Sellers

1
DMKJ
1
David M. Knott Jr
$0
2
BCM
2
Beck Capital Management
Texas
$0
3
Osaic Holdings
3
Osaic Holdings
Arizona
$1.42M
4
JFG
4
Jefferies Financial Group
New York
$2.44M
5
C
5
Cliffwater
California
$29.7M
Name Market Value Shares Shares
Change 		Shares
Change %
BlackRock
1
BlackRock
New York
$190M 14,062,648 +401,583 +3%
Vanguard Group
2
Vanguard Group
Pennsylvania
$121M 8,925,303 -1,178 -0%
State Street
3
State Street
Massachusetts
$44.8M 3,231,906 +93,106 +3%
Franklin Resources
4
Franklin Resources
California
$35.1M 2,597,586 -98 -0%
C
5
Cliffwater
California
$29.7M 2,196,171 -76,777 -3%
Geode Capital Management
6
Geode Capital Management
Massachusetts
$24.4M 1,802,489 +87,932 +5%
Morgan Stanley
7
Morgan Stanley
New York
$17M 1,254,856 +791,827 +171%
Northern Trust
8
Northern Trust
Illinois
$15.8M 1,168,429 -10,317 -0.9%
Invesco
9
Invesco
Georgia
$11.4M 845,472 +315,462 +60%
Bank of New York Mellon
10
Bank of New York Mellon
New York
$9.27M 686,425 -26,531 -4%
Charles Schwab
11
Charles Schwab
California
$9.06M 670,299 +11,998 +2%
STAS
12
Strong Tower Advisory Services
Minnesota
$8.64M 639,870 +31,706 +5%
Neuberger Berman Group
13
Neuberger Berman Group
New York
$8.1M 599,857 – –
OCM
14
Orchard Capital Management
Illinois
$7.86M 582,132 +30,321 +5%
Mariner
15
Mariner
Kansas
$7.84M 580,059 +153,658 +36%
Mirae Asset Global Investments
16
Mirae Asset Global Investments
South Korea
$7.22M 534,473 -17,311 -3%
VanEck Associates
17
VanEck Associates
New York
$6.62M 490,114 +6,312 +1%
Principal Financial Group
18
Principal Financial Group
Iowa
$5.78M 427,987 -15,617 -4%
GLA
19
Great Lakes Advisors
Illinois
$4.91M 363,147 -5,780 -2%
Renaissance Technologies
20
Renaissance Technologies
New York
$4.48M 331,900 -47,600 -13%
Ameriprise
21
Ameriprise
Minnesota
$4.2M 310,956 -17,696 -5%
RhumbLine Advisers
22
RhumbLine Advisers
Massachusetts
$3.54M 261,977 -3,124 -1%
Legal & General Group
23
Legal & General Group
United Kingdom
$3.4M 251,608 +28,155 +13%
JPMorgan Chase & Co
24
JPMorgan Chase & Co
New York
$3.27M 242,235 +32,495 +15%
AWM
25
AE Wealth Management
Kansas
$3.15M 235,744 +29,432 +14%
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