Franklin BSP Realty TrustFBRT

13F holders, Q4 2024 (December 31)
199holders +12
21new positions
13sold out
3famous investors
$12.57avg. 13F price*

At the end of Q4 2024, 199 institutions reported holding Franklin BSP Realty Trust Inc. (FBRT) in their 13F filings, up 12 from Q3 2024. 21 opened new positions and 13 sold out. The largest holders were BlackRock, Inc. ($173.8M), Vanguard Group Inc. ($114.1M) and State Street Corp. ($44.5M). 3 famous investors held it, including Mario Gabelli (0.0% of GAMCO Investors's portfolio), Jim Simons / Peter Brown (0.0% of Renaissance Technologies'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 Q3 2024 → Q4 2024

InstitutionsTotal Value
New Positions21$5.9M
Exits13$3.8M

All 13F filers, Q3 2024 → Q4 2024: 2,942,051 shares bought and 2,056,069 shares sold, net +885,982 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 199 holders

BlackRock, Inc. 0.00% Add +0.9% 13,860,293 $173.8M
Vanguard Group Inc. 0.00% Reduce -1.1% 9,099,403 $114.1M
State Street Corp. 0.00% Add +2.8% 3,451,979 $44.5M
Cliffwater LLC 6.74% No change 2,196,171 $27.5M
Geode Capital Management, LLC 0.00% Reduce -0.7% 1,925,929 $24.2M
Franklin Resources Inc. 0.01% Reduce -20.3% 1,500,543 $18.8M
Charles Schwab Investment Management Inc. 0.00% Add +13.3% 1,162,977 $14.6M
Strong Tower Advisory Services 3.79% Add +9.7% 1,157,111 $14.5M
Invesco Ltd. 0.00% Add +7.1% 1,137,128 $14.3M
Northern Trust Corp. 0.00% Add +17.4% 958,564 $12.0M
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. 0.02% Add +10.0% 801,871 $10.1M
Van Eck Associates Corp. 0.01% Add +16.8% 725,963 $9.1M
UBS Group AG 0.00% Add +437.9% 692,656 $8.7M
Morgan Stanley 0.00% Reduce -2.2% 648,880 $8.1M
Gratia Capital, LLC 9.17% Add +110.0% 622,622 $7.8M
Neuberger Berman Group LLC 0.01% Add +0.0% 602,057 $7.5M
Mariner, LLC 0.01% Add +0.5% 581,963 $7.3M
Bank of New York Mellon Corp 0.00% Reduce -3.5% 575,068 $7.2M
1832 Asset Management L.P. 0.01% Reduce -60.0% 400,000 $5.0M
Principal Financial Group Inc. 0.00% Add +2.9% 396,888 $5.0M
Balyasny Asset Management L.P. 0.01% Add +84.5% 362,451 $4.5M
Goldman Sachs Group Inc. 0.00% Add +15.4% 333,571 $4.2M
Great Lakes Advisors, LLC 0.03% Reduce -3.1% 318,983 $4.0M
Condor Capital Management 0.33% Add +58.7% 302,192 $3.8M
Independent Financial Group, LLC 0.12% Add +8.2% 277,631 $3.5M
Rhumbline Advisers 0.00% Add +0.0% 250,488 $3.1M
Legal & General Group Plc 0.00% Reduce -3.5% 236,627 $3.0M
Ameriprise Financial Inc. 0.00% Reduce -21.5% 212,405 $2.7M
Public Sector Pension Investment Board 0.01% Add +17.5% 203,912 $2.6M
Renaissance Technologies 0.00% Reduce -8.3% 203,600 $2.6M
GraniteShares Advisors LLC 1.57% New 197,388 $2.5M
Nuveen Asset Management, LLC 0.00% Reduce -7.7% 191,748 $2.4M
Gabelli Funds LLC 0.02% Reduce -2.7% 184,901 $2.3M
Swiss National Bank 0.00% No change 159,833 $2.0M
JPMorgan Chase & Co. 0.00% Add +132.5% 156,515 $2.0M
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.00% Add +20.1% 149,083 $1.9M
Barclays PLC 0.00% Add +5.7% 144,285 $1.8M
AXS Investments LLC 0.50% Reduce -0.3% 143,485 $1.8M
Financial Management Network Inc. 0.34% Reduce -13.3% 128,747 $1.6M
Citigroup Inc. 0.00% Add +12.4% 122,588 $1.5M
Cetera Investment Advisers 0.00% Reduce -13.5% 119,858 $1.5M
Bank of America Corp. 0.00% Reduce -1.1% 109,149 $1.4M
Greenland Capital Management LP 0.27% Reduce -20.0% 108,000 $1.4M
First Trust Advisors LP 0.00% Reduce -48.7% 96,435 $1.2M
Schechter Investment Advisors, LLC 0.09% No change 95,423 $1.2M
Voya Investment Management LLC 0.00% Reduce -3.2% 92,871 $1.2M
Alliancebernstein L.P. 0.00% No change 88,608 $1.1M
Prudential Financial Inc. 0.00% Reduce -56.1% 83,599 $1.0M
GAMCO Investors 0.01% Add +73.4% 79,644 $999K
RPS Advisory Solutions LLC 0.62% Reduce -1.1% 78,876 $989K
Atria Wealth Solutions, Inc. 0.01% Reduce -15.2% 78,109 $979K
California State Teachers Retirement System 0.00% Reduce -1.1% 76,545 $960K
Deutsche Bank AG 0.00% Add +51.0% 74,962 $940K
Jefferies Financial Group Inc. 0.01% Reduce -16.9% 73,638 $923K
LPL Financial LLC 0.00% Add +4.2% 71,435 $896K
Penserra Capital Management LLC 0.02% Reduce -8.2% 70,985 $890K
Raymond James Financial Inc. 0.00% — 68,487 $859K
Dark Forest Capital Management LP 0.12% New 66,246 $831K
Arete Wealth Advisors, LLC 0.06% Reduce -2.8% 65,641 $823K
O'shaughnessy Asset Management, LLC 0.01% Reduce -0.3% 64,135 $804K
Thrivent Financial for Lutherans 0.00% Reduce -1.6% 63,259 $793K
Citadel Advisors 0.00% New 58,000 $727K
New York State Teachers Retirement System 0.00% Reduce -2.9% 52,783 $662K
Wells Fargo & Company 0.00% Add +22.8% 51,573 $647K
Shorepoint Capital Partners LLC 0.15% Add +2.8% 51,400 $645K
T. Rowe Price Associates Inc. 0.00% Reduce -49.1% 51,041 $641K
MetLife Investment Management, LLC 0.00% No change 49,836 $625K
Allworth Financial LP 0.00% Add +3.2% 48,183 $599K
State of Alaska, Department of Revenue 0.01% Reduce -0.6% 46,419 $582K
Illinois Municipal Retirement Fund 0.01% Reduce -3.1% 43,886 $550K
Corebridge Financial, Inc. 0.00% Reduce -7.2% 43,705 $548K
Susquehanna International Group, LLP 0.00% Add +234.6% 42,885 $538K
NFSG Corp 0.13% Reduce -11.1% 41,139 $516K
Osaic Holdings, Inc. 0.00% Reduce -31.9% 40,330 $506K
Louisiana State Employees Retirement System 0.01% No change 39,600 $497K
Manufacturers Life Insurance Company, The 0.00% Reduce -3.2% 38,950 $488K
Amundi 0.00% Add +174.5% 39,545 $488K
Royal Bank of Canada 0.00% Add +6.3% 37,925 $477K
State of Tennessee, Department of Treasury 0.00% Reduce -2.3% 37,079 $465K
Janus Henderson Group PLC 0.00% No change 36,116 $453K
Centaurus Financial, Inc. 0.03% Reduce -10.6% 34,246 $429K
Creative Planning 0.00% Reduce -18.2% 34,084 $427K
Klingman & Associates, LLC 0.03% Add +0.8% 32,659 $410K
Cambridge Investment Research Advisors, Inc. 0.00% Reduce -0.8% 31,788 $399K
Yousif Capital Management, LLC 0.00% Reduce -0.8% 31,024 $389K
Orchard Capital Management, LLC 0.15% Add +6.4% 30,304 $380K
Intech Investment Management LLC 0.00% Add +135.0% 30,268 $380K
Commonwealth Equity Services, LLC 0.00% Add +1.4% 29,677 $372K
Magnus Financial Group LLC 0.04% No change 29,575 $371K
Vestcor Inc 0.01% Reduce -7.9% 28,849 $362K
Comerica Bank 0.00% Reduce -4.8% 28,103 $352K
Beck Capital Management, LLC 0.09% Reduce -7.3% 28,022 $351K
Maryland State Retirement & Pension System 0.01% No change 27,633 $347K
Kestra Advisory Services, LLC 0.00% New 27,560 $346K
Teachers Retirement System of the State of Kentucky 0.00% No change 27,184 $341K
LSV Asset Management 0.00% No change 26,271 $329K
Apollon Wealth Management, LLC 0.01% Add +23.0% 25,741 $323K
Townsquare Capital LLC 0.00% Add +29.3% 25,668 $322K
ProShare Advisors LLC 0.00% Add +44.5% 24,738 $310K
New York State Common Retirement Fund 0.00% No change 24,665 $309K

"% 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 199 holders