Franklin BSP Realty TrustFBRT

13F holders, Q1 2024 (March 31)
177holders
4famous investors
$13.38avg. 13F price*

At the end of Q1 2024, 177 institutions reported holding Franklin BSP Realty Trust Inc. (FBRT) in their 13F filings. The largest holders were BlackRock Inc. ($186.8M), Vanguard Group Inc. ($119.9M) and State Street Corp. ($45.4M). 4 famous investors held it, including Jim Simons / Peter Brown (0.0% of Renaissance Technologies's portfolio), Israel Englander (0.0% of Millennium Management's portfolio) and Ken Griffin (0.0% of Citadel Advisors's portfolio).

Company
Franklin BSP Realty Trust Inc.
CUSIP
35243J101
Latest filing quarter
Q2 2026

History

Number of 13F holders

050100150200250 Q1 2024: 177Q1 2024Q2 2024: 188Q2 2024Q3 2024: 187Q3 2024Q4 2024: 199Q4 2024Q1 2025: 211Q1 2025Q2 2025: 210Q2 2025Q3 2025: 215Q3 2025Q4 2025: 211Q4 2025Q1 2026: 211Q1 2026Q2 2026: 243Q2 2026

Total Exit/New Position Q1 2024

InstitutionsTotal Value
New Positions20$12.8M
Exits23$5.6M

Ownership 177 holders

BlackRock Inc. 0.00% Reduce -0.6% 13,983,857 $186.8M
Vanguard Group Inc. 0.00% Add +0.5% 8,973,474 $119.9M
State Street Corp. 0.00% Add +2.5% 3,314,017 $45.4M
Franklin Resources Inc. 0.01% Reduce -12.3% 2,278,146 $30.4M
Cliffwater LLC 7.91% No change 2,196,171 $29.3M
Geode Capital Management, LLC 0.00% Add +3.9% 1,872,288 $25.0M
Invesco Ltd. 0.00% Add +5.9% 895,033 $12.0M
Northern Trust Corp. 0.00% Reduce -26.6% 857,099 $11.5M
Charles Schwab Investment Management Inc. 0.00% Add +19.3% 799,924 $10.7M
Strong Tower Advisory Services 3.64% Add +7.9% 690,202 $9.1M
Bank of New York Mellon Corp 0.00% Reduce -3.4% 663,184 $8.9M
Neuberger Berman Group LLC 0.01% Reduce -0.1% 599,046 $8.0M
Orchard Capital Management, LLC 2.31% Add +1.2% 589,083 $7.9M
Morgan Stanley 0.00% Reduce -6.2% 588,798 $7.9M
Mariner, LLC 0.02% Reduce 0.0% 580,047 $7.7M
Van Eck Associates Corp. 0.01% Add +0.7% 493,681 $6.6M
Principal Financial Group Inc. 0.00% Add +6.6% 456,423 $6.1M
1832 Asset Management L.P. 0.01% New 450,000 $6.0M
Great Lakes Advisors, LLC 0.04% Reduce -0.6% 361,131 $4.8M
Ameriprise Financial Inc. 0.00% Add +0.3% 311,955 $4.2M
Renaissance Technologies 0.01% Reduce -20.3% 264,600 $3.5M
Rhumbline Advisers 0.00% Reduce -0.1% 261,724 $3.5M
Legal & General Group Plc 0.00% Add +0.2% 252,167 $3.4M
JPMorgan Chase & Co. 0.00% Reduce -2.5% 236,256 $3.2M
Independent Financial Group, LLC 0.13% Reduce -1.5% 218,925 $2.9M
Millennium Management 0.00% Add +358.8% 215,761 $2.9M
Nuveen Asset Management, LLC 0.00% Reduce -3.9% 196,695 $2.6M
Barclays PLC 0.00% Add +40.9% 183,968 $2.5M
FJ Capital Management LLC 0.25% New 182,641 $2.4M
Jefferies Financial Group Inc. 0.05% Reduce -0.0% 180,519 $2.4M
Financial Management Network Inc. 0.59% Reduce -13.6% 181,260 $2.3M
Public Sector Pension Investment Board 0.02% No change 170,317 $2.3M
AXS Investments LLC 0.52% Reduce -6.9% 163,143 $2.2M
T. Rowe Price Associates Inc. 0.00% Reduce -14.7% 162,306 $2.2M
Swiss National Bank 0.00% No change 162,033 $2.2M
Greenland Capital Management LP 0.35% New 157,879 $2.1M
Prudential Financial Inc. 0.00% Add +4.9% 156,549 $2.1M
Goldman Sachs Group Inc. 0.00% Reduce -14.6% 150,515 $2.0M
Cetera Investment Advisers 0.00% Add +115.5% 131,616 $1.8M
UBS Group AG 0.00% Reduce -4.5% 131,261 $1.8M
Gabelli Funds LLC 0.01% Add +54.6% 130,000 $1.7M
First Trust Advisors LP 0.00% Reduce -28.1% 108,974 $1.5M
Atria Wealth Solutions, Inc. 0.02% Reduce -3.1% 102,698 $1.4M
Schechter Investment Advisors, LLC 0.10% Add +0.2% 100,768 $1.3M
Osaic Holdings, Inc. 0.00% Reduce -8.3% 96,219 $1.3M
Voya Investment Management LLC 0.00% Add +34.5% 95,686 $1.3M
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.00% No change 94,482 $1.3M
Shorepoint Capital Partners LLC 0.31% Reduce -32.4% 94,000 $1.3M
Alliancebernstein L.P. 0.00% No change 88,608 $1.2M
NFSG Corp 0.48% Add +6.8% 82,598 $1.1M
California State Teachers Retirement System 0.00% Reduce -5.4% 82,205 $1.1M
Credit Suisse AG/ 0.00% No change 78,335 $1.0M
Bank of America Corp. 0.00% Reduce -42.5% 76,606 $1.0M
Arete Wealth Advisors, LLC 0.09% Reduce -1.3% 74,810 $999K
Texas Permanent School Fund Corp. 0.01% Add +1.4% 71,829 $960K
Thrivent Financial for Lutherans 0.00% Reduce -2.6% 71,200 $951K
Teacher Retirement System of Texas 0.01% Reduce -14.9% 62,585 $836K
LPL Financial LLC 0.00% Add +27.1% 60,489 $808K
New York State Teachers Retirement System 0.00% Reduce -0.3% 58,310 $779K
Citigroup Inc. 0.00% Add +8.4% 56,542 $755K
Allworth Financial LP 0.01% Reduce -3.4% 56,387 $753K
Penserra Capital Management LLC 0.01% Add +14.2% 51,648 $690K
State of Alaska, Department of Revenue 0.01% Reduce -1.0% 49,998 $667K
Illinois Municipal Retirement Fund 0.01% Add +0.3% 47,697 $637K
Prime Capital Investment Advisors, LLC 0.01% Reduce -0.1% 45,566 $609K
MetLife Investment Management, LLC 0.00% No change 44,991 $601K
American International Group, Inc. 0.00% Reduce -0.9% 44,802 $599K
ExodusPoint Capital Management, LP 0.01% New 44,622 $596K
Balyasny Asset Management L.P. 0.00% Reduce -5.8% 44,206 $591K
Deutsche Bank AG 0.00% Add +6.8% 43,836 $586K
Citadel Advisors 0.00% Add +5.4% 43,571 $582K
Creative Planning 0.00% No change 41,936 $560K
State of Tennessee, Department of Treasury 0.00% Reduce -12.1% 40,854 $546K
Louisiana State Employees Retirement System 0.01% Reduce -1.2% 40,600 $542K
Integrated Advisors Network LLC 0.03% Reduce -3.4% 40,039 $535K
Manufacturers Life Insurance Company, The 0.00% Reduce -1.2% 39,357 $526K
Yousif Capital Management, LLC 0.01% Reduce -8.6% 37,104 $496K
Janus Henderson Group PLC 0.00% Add +0.0% 36,538 $488K
Cambridge Investment Research Advisors, Inc. 0.00% Reduce -3.5% 36,365 $486K
New York State Common Retirement Fund 0.00% Reduce -43.5% 36,286 $485K
Comerica Bank 0.00% Reduce -9.1% 35,170 $470K
Atom Investors LP 0.06% New 34,190 $457K
Wells Fargo & Company 0.00% Add +12.8% 34,097 $456K
Centaurus Financial, Inc. 0.03% Add +24.5% 33,645 $449K
Mirae Asset Global Investments Co., Ltd. 0.00% Reduce -93.2% 36,251 $423K
Vestcor Inc 0.01% Reduce -1.6% 31,320 $418K
Truist Financial Corp. 0.00% New 29,670 $396K
Commonwealth Equity Services, LLC 0.00% Add +26.4% 28,675 $383K
Retirement Financial Solutions, LLC 0.19% Reduce -11.9% 28,010 $374K
Nisa Investment Advisors, LLC 0.00% No change 26,938 $369K
Maryland State Retirement & Pension System 0.01% No change 29,829 $364K
Teachers Retirement System of the State of Kentucky 0.00% No change 27,184 $364K
LSV Asset Management 0.00% No change 26,271 $351K
Brookstone Capital Management 0.01% Add +3.1% 25,980 $347K
Royal Bank of Canada 0.00% Reduce -53.5% 25,702 $344K
Klingman & Associates, LLC 0.02% Add +0.9% 25,695 $343K
Amalgamated Bank 0.00% Reduce -15.6% 25,148 $336K
Geneos Wealth Management Inc. 0.02% Reduce -2.4% 24,695 $330K
Magnus Financial Group LLC 0.04% No change 23,367 $312K
Sei Investments Co. 0.00% Add +3.7% 23,081 $308K

"% of holder's portfolio" is FBRT's weight in each manager's 13F, not the share of Franklin BSP Realty Trust Inc. the manager owns.

Show all 177 holders