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
Amalgamated Bank 0.00% Reduce -0.9% 24,114 $302K
Arizona State Retirement System 0.00% Add +0.7% 23,749 $298K
State Board of Administration of Florida Retirement System 0.00% No change 23,743 $298K
Marble Harbor Investment Counsel, LLC 0.03% No change 22,300 $280K
Hodges Capital Management Inc. 0.02% Add +49.9% 21,692 $272K
Zurcher Kantonalbank (Zurich Cantonalbank) 0.00% Reduce -1.0% 21,082 $264K
Moors & Cabot, Inc. 0.01% Add +22.4% 20,958 $263K
Orion Porfolio Solutions, LLC 0.00% Add +6.3% 20,877 $262K
Orion Portfolio Solutions, LLC 0.00% Add +6.3% 20,877 $262K
Arkadios Wealth Advisors 0.01% Reduce -2.5% 20,631 $259K
Nisa Investment Advisors, LLC 0.00% Reduce -10.1% 19,962 $258K
Private Advisor Group, LLC 0.00% Add +3.7% 20,157 $253K
Mutual Advisors, LLC 0.01% Add +7.7% 19,728 $247K
Geneos Wealth Management Inc. 0.01% Add +0.0% 19,493 $244K
XTX Topco Ltd 0.02% New 19,428 $244K
Oregon Public Employees Retirement Fund 0.00% No change 19,246 $241K
Concorde Asset Management, LLC 0.12% Reduce -2.1% 18,600 $233K
Retirement Financial Solutions, LLC 0.12% Reduce -9.3% 17,607 $221K
Commonwealth of Pennsylvania Public School Empls Retrmt SYS 0.00% Reduce -0.1% 17,471 $219K
Sei Investments Co. 0.00% Reduce -37.7% 16,808 $211K
Police & Firemen's Retirement System of New Jersey 0.00% — 16,507 $207K
Triumph Capital Management 0.07% Reduce -13.3% 16,268 $204K
Endowment Wealth Management, Inc. 0.13% Add +2.8% 16,003 $201K
KLP Kapitalforvaltning As 0.00% — 15,142 $194K
Ignite Planners, LLC 0.04% Reduce -12.0% 15,135 $192K
BNP Paribas Financial Markets 0.00% New 15,041 $189K
STRS Ohio 0.00% No change 14,900 $187K
Victory Capital Management Inc. 0.00% Reduce -1.8% 14,428 $181K
Tower Research Capital LLC (TRC) 0.00% Add +227.4% 14,001 $176K
Longboard Asset Management, LP 0.46% — 13,860 $174K
Brookstone Capital Management 0.00% Reduce -20.6% 13,761 $173K
Safeguard Investment Advisory Group, LLC 0.05% No change 13,374 $168K
Syon Capital LLC 0.01% New 12,995 $163K
AlphaCore Capital LLC 0.04% Add +22.3% 12,569 $162K
Raleigh Capital Management Inc. 0.06% No change 12,495 $157K
Sollinda Capital Management LLC 0.04% No change 12,487 $157K
Mutual of America Capital Management LLC 0.00% Add +0.7% 12,398 $155K
Tyche Wealth Partners LLC 0.03% No change 11,968 $150K
ClearAlpha Technologies LP 0.13% New 11,917 $149K
Stifel Financial Corp. 0.00% New 11,809 $148K
Public Employees Retirement Association of Colorado 0.00% No change 11,811 $148K
Dynamic Technology Lab Private Ltd 0.02% New 11,734 $147K
Coppell Advisory Solutions LLC 0.02% No change 11,722 $147K
SG Americas Securities, LLC 0.00% Reduce -57.1% 11,324 $142K
PharVision Advisers, LLC 0.11% — 10,800 $135K
Cresset Asset Management, LLC 0.00% Reduce -3.9% 10,451 $135K
LaSalle St. Investment Advisors, LLC 0.04% New 10,674 $133K
NWF Advisory Services Inc. 0.02% New 10,175 $131K
Financial Gravity Companies, Inc. 0.03% New 10,026 $126K
Ameritas Investment Partners, Inc. 0.00% No change 8,265 $104K
Lazard Asset Management LLC 0.00% Add +3.2% 7,545 $94K
Beacon Capital Management, LLC 0.01% Add +0.6% 6,378 $80K
Steward Partners Investment Advisory, LLC 0.00% No change 5,810 $73K
Castleview Partners, LLC 0.04% No change 5,520 $69K
Costello Asset Management, INC 0.04% New 4,657 $67K
Global Retirement Partners, LLC 0.00% Reduce -86.6% 4,956 $62K
KBC Group NV 0.00% No change 4,664 $58K
Semmax Financial Advisors Inc. 0.01% No change 4,300 $56K
Gen-Wealth Partners Inc 0.02% Reduce -32.3% 4,140 $52K
FMR LLC 0.00% Add +50.7% 3,952 $50K
Kathleen S. Wright Associates Inc. 0.02% No change 3,425 $43K
Fairscale Capital, LLC 0.03% No change 3,111 $39K
Sterling Capital Management LLC 0.00% Reduce -91.2% 2,630 $33K
Quarry LP 0.01% New 2,550 $32K
Spire Wealth Management 0.00% No change 2,240 $28K
PNC Financial Services Group, Inc. 0.00% Reduce -26.3% 2,118 $27K
Public Employees Retirement System of Ohio 0.00% Add +39.8% 1,970 $25K
New England Capital Financial Advisors LLC 0.01% Add +2.8% 1,601 $20K
Cwm, LLC 0.00% Reduce -51.3% 1,218 $15K
Barrow Hanley Mewhinney & Strauss LLC 0.00% No change 1,180 $15K
Mather Group, Llc. 0.00% No change 967 $12K
Transce3nd, LLC 0.00% — 906 $11K
Danske Bank A/S 0.00% Reduce -81.4% 800 $10K
Harbor Capital Advisors, Inc. 0.00% Reduce -1.2% 714 $9K
Signaturefd, LLC 0.00% New 644 $8K
Rothschild Investment LLC 0.00% Add +2.2% 471 $6K
Bessemer Group Inc. 0.00% Add +2.5% 406 $5K
Smartleaf Asset Management LLC 0.00% Add +19.4% 370 $5K
CoreCap Advisors, LLC 0.00% Reduce -5.5% 328 $4K
Versant Capital Management, Inc 0.00% New 276 $3K
Larson Financial Group LLC 0.00% Add +1976.9% 270 $3K
UMB Bank, n.a. 0.00% No change 266 $3K
GAMMA Investing LLC 0.00% Reduce -27.0% 260 $3K
Covestor Ltd 0.00% Add +23.0% 267 $3K
Luminist Capital LLC 0.01% — 234 $3K
POM Investment Strategies, LLC 0.00% New 179 $2K
WPG Advisers, LLC 0.00% — 121 $2K
EverSource Wealth Advisors, LLC 0.00% Reduce -85.1% 103 $1K
MassMutual Private Wealth & Trust, FSB 0.00% Add +28.8% 94 $1K
Russell Investments Group, Ltd. 0.00% Add +22.1% 94 $1K
Huntington National Bank 0.00% Add +347.6% 94 $1K
First Horizon Advisors, Inc. 0.00% No change 87 $1K
Fifth Third Bancorp 0.00% Reduce -43.9% 83 $1K
Parallel Advisors, LLC 0.00% New 60 $752
Farmers & Merchants Investments Inc. 0.00% No change 55 $690
Parkside Financial Bank & Trust 0.00% No change 54 $678
Continuum Advisory, LLC 0.00% No change 37 $464
Assetmark, Inc. 0.00% Reduce -33.3% 16 $201
Lindbrook Capital, LLC 0.00% New 10 $125

"% 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.