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FBRT

Franklin BSP Realty Trust

199 hedge funds and large institutions have $638M invested in Franklin BSP Realty Trust in 2024 Q4 according to their latest regulatory filings, with 28 funds opening new positions, 64 increasing their positions, 70 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed

7,996% more call options, than puts

Call options by funds: $9.23M | Put options by funds: $114K

115% more first-time investments, than exits

New positions opened: 28 | Existing positions closed: 13

6% more funds holding

Funds holding: 187199 (+12)

1.14% more ownership

Funds ownership: 60.94%62.08% (+1.1%)

0% more funds holding in top 10

Funds holding in top 10: 33 (0)

2% less capital invested

Capital invested by funds: $652M → $638M (-$13.6M)

9% less repeat investments, than reductions

Existing positions increased: 64 | Existing positions reduced: 70

Holders
199
Holders Change
+12
Holders Change %
+6.42%
% of All Funds
2.62%
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.04%
New
28
Increased
64
Reduced
70
Closed
13
Calls
$9.23M
Puts
$114K
Net Calls
+$9.12M
Net Calls Change
+$4.32M
Name Holding Trade Value Shares
Change
Change in
Stake
BlackRock
1
BlackRock
New York
$174M +$1.68M +130,064 +0.9%
Vanguard Group
2
Vanguard Group
Pennsylvania
$114M -$1.27M -98,274 -1%
State Street
3
State Street
Massachusetts
$44.5M +$1.2M +92,738 +3%
C
4
Cliffwater
California
$27.5M
Geode Capital Management
5
Geode Capital Management
Massachusetts
$24.2M -$176K -13,586 -0.7%
Franklin Resources
6
Franklin Resources
California
$18.8M -$4.95M -382,770 -20%
Charles Schwab
7
Charles Schwab
California
$14.6M +$1.77M +136,687 +13%
STAS
8
Strong Tower Advisory Services
Minnesota
$14.5M +$1.32M +101,951 +10%
Invesco
9
Invesco
Georgia
$14.3M +$972K +75,240 +7%
Northern Trust
10
Northern Trust
Illinois
$12M +$1.84M +142,437 +17%
Mirae Asset Global ETFs Holdings
11
Mirae Asset Global ETFs Holdings
Hong Kong
$10.1M +$939K +72,621 +10%
VanEck Associates
12
VanEck Associates
New York
$9.1M +$1.35M +104,599 +17%
UBS Group
13
UBS Group
Switzerland
$8.69M +$7.29M +563,884 +438%
Morgan Stanley
14
Morgan Stanley
New York
$8.14M -$190K -14,697 -2%
GC
15
Gratia Capital
California
$7.81M +$4.21M +326,122 +110%
Neuberger Berman Group
16
Neuberger Berman Group
New York
$7.55M +$698 +54 +0%
Mariner
17
Mariner
Kansas
$7.3M +$35.5K +2,746 +0.5%
Bank of New York Mellon
18
Bank of New York Mellon
New York
$7.21M -$266K -20,545 -3%
1832 Asset Management
19
1832 Asset Management
Ontario, Canada
$5.02M -$7.75M -600,000 -60%
Principal Financial Group
20
Principal Financial Group
Iowa
$4.98M +$144K +11,138 +3%
Balyasny Asset Management
21
Balyasny Asset Management
Illinois
$4.55M +$2.15M +165,981 +84%
Goldman Sachs
22
Goldman Sachs
New York
$4.18M +$577K +44,611 +15%
GLA
23
Great Lakes Advisors
Illinois
$4M -$132K -10,182 -3%
CCM
24
Condor Capital Management
New Jersey
$3.79M +$1.45M +111,813 +59%
IFG
25
Independent Financial Group
California
$3.48M +$273K +21,096 +8%

FBRT Hedge Fund Activity: Q4 2024 in Review

199 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in Franklin BSP Realty Trust (FBRT) for Q4 2024, worth a combined $638M — down 2.1% from $652M a quarter earlier.

Buyers outnumbered sellers: 28 funds opened new FBRT positions and 13 closed out — a net gain of 15 holders — while 64 added to existing stakes and 70 trimmed.

The largest buyer was UBS Group, adding an estimated $7.29M. The largest seller was 1832 Asset Management, cutting an estimated $7.75M.

  • 199 institutional investors held Franklin BSP Realty Trust (FBRT) as of Q4 2024, up from 187 in Q3 2024.
  • Funds reported $638M of Franklin BSP Realty Trust stock for Q4 2024, down 2.1% quarter-over-quarter.
  • 28 funds opened new Franklin BSP Realty Trust positions in Q4 2024 and 13 closed out, a net change of +15 holders.
  • The largest Franklin BSP Realty Trust buyer in Q4 2024 was UBS Group, an estimated $7.29M added.
  • The largest Franklin BSP Realty Trust seller in Q4 2024 was 1832 Asset Management, an estimated $7.75M sold.

Based on aggregated 13F filings for Q4 2024.