We are live on ! Find out more
FBRT

Franklin BSP Realty Trust

187 hedge funds and large institutions have $652M invested in Franklin BSP Realty Trust in 2024 Q3 according to their latest regulatory filings, with 22 funds opening new positions, 59 increasing their positions, 73 reducing their positions, and 22 closing their positions.

New
Increased
Maintained
Reduced
Closed

1,415% more call options, than puts

Call options by funds: $5.14M | Put options by funds: $339K

50% more funds holding in top 10

Funds holding in top 10: 23 (+1)

4% more capital invested

Capital invested by funds: $627M → $652M (+$24.7M)

0.24% more ownership

Funds ownership: 60.7%60.94% (+0.24%)

0% more first-time investments, than exits

New positions opened: 22 | Existing positions closed: 22

1% less funds holding

Funds holding: 188187 (-1)

19% less repeat investments, than reductions

Existing positions increased: 59 | Existing positions reduced: 73

Holders
187
Holders Change
-1
Holders Change %
-0.53%
% of All Funds
2.69%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.04%
New
22
Increased
59
Reduced
73
Closed
22
Calls
$5.14M
Puts
$339K
Net Calls
+$4.8M
Net Calls Change
+$4.01M
Name Holding Trade Value Shares
Change
Change in
Stake
BlackRock
1
BlackRock
New York
$179M +$1.63M +123,917 +0.9%
Vanguard Group
2
Vanguard Group
Pennsylvania
$120M +$4.02M +305,894 +3%
State Street
3
State Street
Massachusetts
$45.1M +$1.53M +116,589 +4%
C
4
Cliffwater
California
$28.7M
Geode Capital Management
5
Geode Capital Management
Massachusetts
$25.3M +$124K +9,428 +0.5%
Franklin Resources
6
Franklin Resources
California
$24.2M +$709 +54 +0%
Invesco
7
Invesco
Georgia
$13.9M +$243K +18,539 +2%
STAS
8
Strong Tower Advisory Services
Minnesota
$13.8M +$3.09M +235,548 +29%
Charles Schwab
9
Charles Schwab
California
$13.4M +$1.55M +117,745 +13%
1832 Asset Management
10
1832 Asset Management
Ontario, Canada
$13.1M +$3.94M +300,000 +43%
Northern Trust
11
Northern Trust
Illinois
$10.7M -$177K -13,456 -2%
Mirae Asset Global ETFs Holdings
12
Mirae Asset Global ETFs Holdings
Hong Kong
$9.52M +$563K +42,899 +6%
Morgan Stanley
13
Morgan Stanley
New York
$8.67M +$1.36M +103,557 +18%
VanEck Associates
14
VanEck Associates
New York
$8.04M -$505K -38,437 -6%
Neuberger Berman Group
15
Neuberger Berman Group
New York
$7.86M -$8.57K -653 -0.1%
Bank of New York Mellon
16
Bank of New York Mellon
New York
$7.78M -$1.4M -106,571 -15%
Mariner
17
Mariner
Kansas
$7.56M -$22.8K -1,735 -0.3%
Principal Financial Group
18
Principal Financial Group
Iowa
$5.04M -$691K -52,628 -12%
GLA
19
Great Lakes Advisors
Illinois
$4.3M -$196K -14,953 -4%
GC
20
Gratia Capital
California
$3.87M +$3.89M +296,500 New
Goldman Sachs
21
Goldman Sachs
New York
$3.77M +$906K +68,991 +31%
Ameriprise
22
Ameriprise
Minnesota
$3.53M -$396K -30,187 -10%
IFG
23
Independent Financial Group
California
$3.35M +$128K +9,765 +4%
RhumbLine Advisers
24
RhumbLine Advisers
Massachusetts
$3.27M -$113K -8,605 -3%
Legal & General Group
25
Legal & General Group
United Kingdom
$3.2M -$34.7K -2,642 -1%

FBRT Hedge Fund Activity: Q3 2024 in Review

187 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in Franklin BSP Realty Trust (FBRT) for Q3 2024, worth a combined $652M — up 3.9% from $627M a quarter earlier.

Fund positioning in FBRT was balanced in Q3 2024: 22 funds opened new positions, 22 closed out, 59 added to existing stakes and 73 trimmed.

The largest buyer was Vanguard Group, adding an estimated $4.02M. The largest seller was Orchard Capital Management, cutting an estimated $7.27M.

  • 187 institutional investors held Franklin BSP Realty Trust (FBRT) as of Q3 2024, down from 188 in Q2 2024.
  • Funds reported $652M of Franklin BSP Realty Trust stock for Q3 2024, up 3.9% quarter-over-quarter.
  • 22 funds opened new Franklin BSP Realty Trust positions in Q3 2024 and 22 closed out, a net change of 0 holders.
  • The largest Franklin BSP Realty Trust buyer in Q3 2024 was Vanguard Group, an estimated $4.02M added.
  • The largest Franklin BSP Realty Trust seller in Q3 2024 was Orchard Capital Management, an estimated $7.27M sold.

Based on aggregated 13F filings for Q3 2024.