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FBRT

Franklin BSP Realty Trust

211 hedge funds and large institutions have $649M invested in Franklin BSP Realty Trust in 2025 Q1 according to their latest regulatory filings, with 28 funds opening new positions, 70 increasing their positions, 76 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed

13,807% more call options, than puts

Call options by funds: $24.2M | Put options by funds: $174K

100% more first-time investments, than exits

New positions opened: 28 | Existing positions closed: 14

6% more funds holding

Funds holding: 199211 (+12)

2% more capital invested

Capital invested by funds: $638M → $649M (+$10.2M)

0% more funds holding in top 10

Funds holding in top 10: 33 (0)

0.08% less ownership

Funds ownership: 62.08%62% (-0.08%)

8% less repeat investments, than reductions

Existing positions increased: 70 | Existing positions reduced: 76

Holders
211
Holders Change
+12
Holders Change %
+6.03%
% of All Funds
2.83%
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.04%
New
28
Increased
70
Reduced
76
Closed
14
Calls
$24.2M
Puts
$174K
Net Calls
+$24M
Net Calls Change
+$14.9M
Name Holding Trade Value Shares
Change
Change in
Stake
BlackRock
1
BlackRock
New York
$175M -$1.74M -135,009 -1%
Vanguard Group
2
Vanguard Group
Pennsylvania
$112M -$4.37M -338,649 -4%
State Street
3
State Street
Massachusetts
$44.9M -$254K -19,672 -0.6%
C
4
Cliffwater
California
$28M
Geode Capital Management
5
Geode Capital Management
Massachusetts
$25.3M +$812K +62,858 +3%
Franklin Resources
6
Franklin Resources
California
$19.1M +$374 +29 +0%
Charles Schwab
7
Charles Schwab
California
$15.9M +$1.06M +81,783 +7%
STAS
8
Strong Tower Advisory Services
Minnesota
$15.3M +$2.43M +188,377 +16%
Invesco
9
Invesco
Georgia
$14.4M -$103K -7,948 -0.7%
Northern Trust
10
Northern Trust
Illinois
$12.1M -$116K -8,999 -0.9%
Mirae Asset Global ETFs Holdings
11
Mirae Asset Global ETFs Holdings
Hong Kong
$11.3M +$1.14M +88,378 +11%
Bank of New York Mellon
12
Bank of New York Mellon
New York
$9.1M +$1.8M +139,417 +24%
VanEck Associates
13
VanEck Associates
New York
$8.69M -$566K -43,808 -6%
Neuberger Berman Group
14
Neuberger Berman Group
New York
$7.66M -$13.3K -1,030 -0.2%
Mariner
15
Mariner
Kansas
$7.45M +$36.9K +2,856 +0.5%
Morgan Stanley
16
Morgan Stanley
New York
$7.34M -$941K -72,861 -11%
GC
17
Gratia Capital
California
$7.33M -$609K -47,180 -8%
Principal Financial Group
18
Principal Financial Group
Iowa
$5.27M +$216K +16,707 +4%
1832 Asset Management
19
1832 Asset Management
Ontario, Canada
$5.1M
OCM
20
Orchard Capital Management
Illinois
$4.65M +$4.33M +335,018 +1,106%
UBS Group
21
UBS Group
Switzerland
$4.41M -$4.47M -346,404 -50%
CCM
22
Condor Capital Management
New Jersey
$4.22M +$379K +29,376 +10%
Goldman Sachs
23
Goldman Sachs
New York
$4.13M -$123K -9,564 -3%
GLA
24
Great Lakes Advisors
Illinois
$3.93M -$132K -10,236 -3%
IFG
25
Independent Financial Group
California
$3.71M +$175K +13,562 +5%

FBRT Hedge Fund Activity: Q1 2025 in Review

211 of the 7,457 institutional investors tracked by Wall St. Rank reported a position in Franklin BSP Realty Trust (FBRT) for Q1 2025, worth a combined $649M — up 1.6% from $638M a quarter earlier.

Buyers outnumbered sellers: 28 funds opened new FBRT positions and 14 closed out — a net gain of 14 holders — while 70 added to existing stakes and 76 trimmed.

The largest buyer was Orchard Capital Management, adding an estimated $4.33M. The largest seller was Balyasny Asset Management, exiting entirely with an estimated $4.55M sold.

  • 211 institutional investors held Franklin BSP Realty Trust (FBRT) as of Q1 2025, up from 199 in Q4 2024.
  • Funds reported $649M of Franklin BSP Realty Trust stock for Q1 2025, up 1.6% quarter-over-quarter.
  • 28 funds opened new Franklin BSP Realty Trust positions in Q1 2025 and 14 closed out, a net change of +14 holders.
  • The largest Franklin BSP Realty Trust buyer in Q1 2025 was Orchard Capital Management, an estimated $4.33M added.
  • The largest Franklin BSP Realty Trust seller in Q1 2025 was Balyasny Asset Management, an estimated $4.55M sold.

Based on aggregated 13F filings for Q1 2025.