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Franklin BSP Realty Trust, Inc. hedge fund holdings

FBRTNYSE
$6.27-0.20 (-3.09%)as of Oct 2, 2026

Every quarter, large institutional investment managers with over $100M in U.S.-listed assets under management disclose their U.S. equity holdings through 13F filings. Read together, those filings show which businesses professional capital is moving into and out of.

Price vs funds buying and selling

FBRT · close · 13FReported Aug 14, 2026

Price vs funds buying and selling data

Showing the 1Y range: Oct 2, 2025 to Oct 2, 2026. Price (-42.8%). 0 fund reports plotted in this window as 0 markers; nearby trades of the same kind are grouped.

Transactions plotted on the price chart
DateCategoryPersonRoleActionAmountChange in holding
Funds buying · new + increased
Funds selling · reduced + closed
Net buyers vs sellers
Buying = new + increased; selling = reduced + closed. Counts exclude position changes under 5% of the fund's holding last quarter.

Price and fund activity data

Quarterly 13F fund buying and selling activity
QuarterFunds buyingFunds sellingBoughtSoldFilersReported
Q2 20257966$32.3M$36.9M194Aug 14, 2025
Q3 20256968$22.5M$38.2M205Nov 14, 2025
Q4 20257083$32.9M$44.6M199Feb 14, 2026
Q1 20267080$48.7M$30.4M204May 15, 2026
Q2 20269777$42.2M$56.2M229Aug 14, 2026

Quarterly action breakdown

Q2 2026
229 filers
New position
50
$17.4M+2.14M sh
Increased
47
$24.8M+3.05M sh
Reduced
58
-$52.7M-6.47M sh
Out / sold
19
-$3.55M-437K sh
Last 4 quarters · free
Reported Aug 14, 2026
FundActionChange in dollarValue% of portfolioReported
Waterfall Asset Management, LLCNew Buy+$6.17M$6.17M3.78%Aug 12, 2026
Gratia Capital, LLCReduce 22.35%-$4.15M$14.4M8.71%Aug 14, 2026
VARCOV Co.Sell 100%-$1.16M$00.00%Aug 14, 2026
Van Eck Associates CorpReduce 14.13%-$946K$5.75M0.00%Aug 14, 2026
Orchard Capital Management, LLCAdded 65.63%+$864K$2.18M2.12%Aug 12, 2026
Clear Point Advisors Inc.Sell 100%-$841K$00.00%Jul 29, 2026
Independent Financial Group, LLCReduce 75.68%-$819K$263K0.00%Jul 15, 2026
Strong Tower Advisory ServicesSell 100%-$736K$00.00%Jul 13, 2026
Great Lakes Advisors, LLCSell 100%-$724K$00.00%Aug 10, 2026
Freestone Grove Partners LPSell 100%-$531K$00.00%Aug 14, 2026
KLP Kapitalforvaltning AsAdded 336.70%+$486K$630K0.00%Aug 12, 2026
Anchyra Partners LLCNew Buy+$368K$368K0.09%Jul 23, 2026
Fifth Third Wealth Advisors LLCNew Buy+$309K$309K0.01%Jul 17, 2026
HUB Investment Partners, LLCNew Buy+$308K$308K0.01%Jul 31, 2026
Jupiter Asset Management LtdAdded 149.30%+$253K$422K0.00%Aug 10, 2026
Belpointe Asset Management LLCAdded 233.17%+$230K$328K0.01%Jul 31, 2026
Public Sector Pension Investment BoardReduce 9.38%-$223K$2.15M0.01%Aug 13, 2026
Fox Run Management, L.L.C.New Buy+$218K$218K0.04%Aug 4, 2026
Grey Fox Wealth Advisors, LLCNew Buy+$209K$209K0.03%Jul 17, 2026
Modern Wealth Management, LLCNew Buy+$169K$169K0.00%Aug 14, 2026
Cyndeo Wealth Partners, LLCNew Buy+$168K$168K0.01%Jul 21, 2026
Arkadios Wealth AdvisorsAdded 86.20%+$168K$362K0.01%Aug 10, 2026
Catalyst Funds Management Pty LtdNew Buy+$150K$150K0.01%Aug 10, 2026
Symmetry Partners, LLCNew Buy+$138K$138K0.01%Jul 23, 2026
United Capital Financial Advisors, LLCNew Buy+$132K$132K0.00%Aug 17, 2026
Park Capital Management, LLC / WINew Buy+$130K$130K0.08%Jul 13, 2026
Quantinno Capital Management LPReduce 36.74%-$129K$222K0.00%Aug 13, 2026
Jain Global LLCSell 100%-$127K$00.00%Aug 14, 2026
State of Alaska, Department of RevenueReduce 37.04%-$121K$206K0.00%Jul 20, 2026
Graham Capital Management, L.P.New Buy+$118K$118K0.00%Aug 14, 2026
FourThought Financial Partners, LLCNew Buy+$114K$114K0.01%Aug 12, 2026
Brookstone Capital ManagementSell 100%-$106K$00.00%Jul 15, 2026
Occidental Asset Management, LLCNew Buy+$94.5K$94.5K0.01%Aug 7, 2026
VestGen Advisors, LLCNew Buy+$94.5K$94.5K0.00%Aug 11, 2026
Able Wealth Management LLCNew Buy+$89.8K$89.8K0.02%Jul 29, 2026
Quotient Wealth Partners, LLCNew Buy+$87.9K$87.9K0.00%Aug 3, 2026
Daymark Wealth Partners, LLCNew Buy+$86.9K$86.9K0.00%Jul 31, 2026
SteelPeak Wealth, LLCNew Buy+$85.4K$85.4K0.00%Jul 13, 2026
Klingman & Associates, LLCAdded 24.73%+$83.9K$423K0.02%Jul 29, 2026
Magnus Financial Group LLCAdded 26.12%+$81.7K$394K0.03%Jul 9, 2026
Bison Wealth, LLCNew Buy+$81.4K$81.4K0.01%Jul 7, 2026
RPS Advisory Solutions LLCReduce 38.35%-$67.4K$108K0.07%Aug 11, 2026
EntryPoint Capital, LLCReduce 21.64%-$61.9K$224K0.05%Aug 13, 2026
Exchange Traded Concepts, LLCAdded 3.26%+$39.4K$1.25M0.01%Aug 11, 2026
Bessemer Group IncReduce 75.87%-$34.6K$11K0.00%Aug 12, 2026
Thrivent Financial for LutheransReduce 7.16%-$31.7K$411K0.00%Aug 14, 2026
Illinois Municipal Retirement FundAdded 8.18%+$28K$370K0.00%Aug 12, 2026
Fairscale Capital, LLCSell 100%-$27K$00.00%Aug 7, 2026
Pinnacle Wealth Planning Services, Inc.Reduce 92.97%-$25.8K$1.95K0.00%Aug 7, 2026
Tounjian Advisory Partners, LLCNew Buy+$22.9K$22.9K0.01%Aug 7, 2026
Advisor OS, LLCReduce 5.72%-$22.8K$376K0.03%Aug 5, 2026
Jennison Associates LLCReduce 1.96%-$20.1K$1.01M0.00%Aug 3, 2026
Brookwood Investment Group LLCReduce 9.17%-$20K$198K0.02%Jul 23, 2026
Financial Gravity Companies, Inc.Reduce 24.16%-$19.7K$61.9K0.01%Aug 5, 2026
Mutual Advisors, LLCReduce 11.84%-$16.3K$121K0.00%Aug 14, 2026
Cape Investment Advisory, Inc.New Buy+$15.7K$15.7K0.00%Jul 23, 2026
Financial Management Network IncReduce 1.73%-$15.3K$870K0.12%Aug 6, 2026
Fiduciary Financial AdvisorsNew Buy+$15.3K$15.3K0.00%Aug 14, 2026
AlphaCore Capital LLCReduce 9.44%-$14.6K$140K0.00%Aug 6, 2026
Concorde Asset Management, LLCAdded 10.46%+$13.3K$141K0.08%Aug 18, 2026
Versant Capital Management, IncReduce 45.63%-$9.98K$11.9K0.00%Jul 2, 2026
Bellevue Asset Management, LLCNew Buy+$9.95K$9.95K0.00%Aug 4, 2026
Ignite Planners, LLCReduce 9.28%-$9.77K$95.5K0.01%Jul 23, 2026
Oregon Public Employees Retirement FundReduce 6.44%-$9.77K$142K0.00%Jul 29, 2026
Maryland State Retirement & Pension SystemReduce 9.77%-$9.52K$88K0.00%Jul 30, 2026
Diversify Advisory Services, LLCAdded 4.64%+$7.85K$177K0.00%Aug 10, 2026
Yousif Capital Management, LLCReduce 3.83%-$6.72K$169K0.00%Jul 16, 2026
Front Row Advisors LLCSell 100%-$5.71K$00.00%Aug 13, 2026
Pictet Asset Management Holding SAReduce 3.85%-$5.19K$130K0.00%Jul 30, 2026
West Paces Advisors Inc.New Buy+$3.54K$3.54K0.00%Jul 20, 2026
Harbor Capital Advisors, Inc.Reduce 23.50%-$3.07K$10K0.00%Aug 7, 2026
Gen-Wealth Partners IncReduce 12.20%-$2.93K$21.1K0.01%Aug 10, 2026
Investors Portfolio Services LLCNew Buy+$2.72K$2.72K0.00%Aug 14, 2026
Twin Peaks Wealth Advisors, LLCSell 100%-$2.46K$00.00%Aug 13, 2026
Picton Mahoney Asset ManagementNew Buy+$2.04K$2.04K0.00%Aug 13, 2026
Ipsen Advisor Group LLCAdded 2.30%+$1.94K$86.1K0.06%Jul 29, 2026
UMB Bank, n.a.Added 237.63%+$1.8K$2.56K0.00%Aug 13, 2026
WPG Advisers, LLCSell 100%-$1.45K$00.00%Aug 6, 2026
Salomon & Ludwin, LLCReduce 60.32%-$1.22K$8030.00%Aug 7, 2026
MassMutual Private Wealth & Trust, FSBAdded 30.25%+$904$3.89K0.00%Jul 2, 2026
Cresset Asset Management, LLCReduce 0.24%-$592$250K0.00%Aug 14, 2026
Spectrum Wealth Advisory Group, LLCNew Buy+$464$4640.00%Aug 6, 2026
Silver Grove Financial Group, Inc.New Buy+$383$3830.00%Aug 13, 2026
Zions Bancorporation, National AssociationSell 100%-$272$00.00%Jul 31, 2026
Graney & King, LLCNew Buy+$269$2690.00%Aug 7, 2026
Rossby Financial, LCCSell 100%-$235$00.00%Aug 4, 2026
PFG Investments, LLCAdded 0.13%+$122$91K0.00%Jul 23, 2026
Gilpin Wealth Management, LLCNew Buy+$98$980.00%Jul 24, 2026
Davis Capital ManagementNew Buy+$49$490.00%Jul 16, 2026
Hughes Financial Services, LLCSell 100%-$17$00.00%Jul 20, 2026
Quarry LPReduce 1.80%-$16$8870.00%Aug 14, 2026
Dunhill Financial, LLCSell 100%-$15$00.00%Aug 7, 2026

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