Franklin BSP Realty Trust Ownership 2024 | Who Owns Franklin BSP Realty Trust Now?
Institutional Ownership
8.94%
Insider Ownership
0.11%
Retail Ownership
90.95%
Institutional Holders
86.00
Franklin BSP Realty Trust Institutional Shareholders
Institutional Shareholders by % of Total Shares
| Name | % Total Shares | % Total Assets | Current Shares | Change Amount | Change % | Market Value | Date |
|---|---|---|---|---|---|---|---|
| BLACKROCK INC. | 16.59% | 0.00% | 13,606,312 | -377,545 | -2.70% | 171,439,529 | Jun 30, 2024 |
| VANGUARD GROUP INC | 10.84% | 0.00% | 8,891,783 | -81,691 | -0.91% | 112,036,467 | Jun 30, 2024 |
| STATE STREET CORP | 3.95% | 0.00% | 3,242,652 | -71,365 | -2.15% | 42,000,595,000 | Jun 30, 2024 |
| CLIFFWATER LLC | 2.68% | 5.92% | 2,196,171 | - | - | 27,671,755 | Jun 30, 2024 |
| GEODE CAPITAL MANAGEMENT, LLC | 2.35% | 0.00% | 1,930,087 | 57,799 | 3.09% | 24,323,459 | Jun 30, 2024 |
| FRANKLIN RESOURCES INC | 2.30% | 0.01% | 1,883,259 | -394,887 | -17.33% | 23,729,063 | Jun 30, 2024 |
| INVESCO LTD. | 1.27% | 0.00% | 1,043,349 | 148,316 | 16.57% | 13,146,198 | Jun 30, 2024 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 1.11% | 0.00% | 908,545 | 108,621 | 13.58% | 11,447,667 | Jun 30, 2024 |
| NORTHERN TRUST CORP | 1.01% | 0.00% | 829,583 | -27,516 | -3.21% | 10,452,746,000 | Jun 30, 2024 |
| STRONG TOWER ADVISORY SERVICES | 1.00% | 3.39% | 819,612 | 129,410 | 18.75% | 10,327,106 | Jun 30, 2024 |
| BANK OF NEW YORK MELLON CORP | 0.86% | 0.00% | 702,184 | 39,000 | 5.88% | 8,847,514 | Jun 30, 2024 |
| 1832 ASSET MANAGEMENT L.P. | 0.85% | 0.01% | 700,000 | 250,000 | 55.56% | 8,820,000 | Jun 30, 2024 |
| MIRAE ASSET GLOBAL ETFS HOLDINGS LTD. | 0.84% | 0.02% | 686,351 | 686,351 | 100.00% | 8,648,023 | Jun 30, 2024 |
| VAN ECK ASSOCIATES CORP | 0.80% | 0.01% | 659,801 | 166,120 | 33.65% | 8,313,000 | Jun 30, 2024 |
| NEUBERGER BERMAN GROUP LLC | 0.73% | 0.01% | 602,656 | 3,610 | 0.60% | 7,593,466 | Jun 30, 2024 |
| ORCHARD CAPITAL MANAGEMENT, LLC | 0.71% | 2.22% | 582,132 | -6,951 | -1.18% | 7,334,863 | Jun 30, 2024 |
| MARINER, LLC | 0.71% | 0.01% | 580,952 | 905 | 0.16% | 7,320,030 | Jun 30, 2024 |
| MORGAN STANLEY | 0.68% | 0.00% | 560,020 | -28,778 | -4.89% | 7,056,257 | Jun 30, 2024 |
| BALYASNY ASSET MANAGEMENT L.P. | 0.60% | 0.01% | 488,587 | 444,381 | 1005.25% | 6,156,196 | Jun 30, 2024 |
| PRINCIPAL FINANCIAL GROUP INC | 0.53% | 0.00% | 438,378 | -18,045 | -3.95% | 5,523,562,000 | Jun 30, 2024 |
Franklin BSP Realty Trust's largest institutional shareholder is BLACKROCK INC., holding 16.59% of the company's total share outstanding, currently valued at $171.44M. The top 10 institutional shareholders own together 43.11% of the company.
Institutional Shareholders by % of Total Assets
| Name | % Total Shares | % Total Assets | Current Shares | Change Amount | Change % | Market Value | Date |
|---|---|---|---|---|---|---|---|
| CLIFFWATER LLC | 2.68% | 5.92% | 2,196,171 | - | - | 27,671,755 | Jun 30, 2024 |
| STRONG TOWER ADVISORY SERVICES | 1.00% | 3.39% | 819,612 | 129,410 | 18.75% | 10,327,106 | Jun 30, 2024 |
| ORCHARD CAPITAL MANAGEMENT, LLC | 0.71% | 2.22% | 582,132 | -6,951 | -1.18% | 7,334,863 | Jun 30, 2024 |
| RPS ADVISORY SOLUTIONS LLC | 0.10% | 0.94% | 80,931 | 80,931 | 100.00% | 1,019,731 | Jun 30, 2024 |
| AXS INVESTMENTS LLC | 0.19% | 0.58% | 155,763 | -7,380 | -4.52% | 2,071,527 | Jun 30, 2024 |
| FINANCIAL MANAGEMENT NETWORK INC | 0.19% | 0.47% | 158,005 | -23,255 | -12.83% | 1,976,645 | Jun 30, 2024 |
| GREENLAND CAPITAL MANAGEMENT LP | 0.18% | 0.27% | 144,000 | -13,879 | -8.79% | 1,814,400 | Jun 30, 2024 |
| SHOREPOINT CAPITAL PARTNERS LLC | 0.08% | 0.20% | 69,000 | -25,000 | -26.60% | 869,400 | Jun 30, 2024 |
| FJ CAPITAL MANAGEMENT LLC | 0.17% | 0.19% | 141,626 | -41,015 | -22.46% | 1,784,488 | Jun 30, 2024 |
| ATOM INVESTORS LP | 0.15% | 0.15% | 122,450 | 88,260 | 258.15% | 1,542,870 | Jun 30, 2024 |
| RETIREMENT FINANCIAL SOLUTIONS, LLC | 0.03% | 0.15% | 24,863 | -3,147 | -11.24% | 313,269 | Jun 30, 2024 |
| ENDOWMENT WEALTH MANAGEMENT, INC. | 0.02% | 0.14% | 15,142 | 407 | 2.76% | 190,795 | Jun 30, 2024 |
| BECK CAPITAL MANAGEMENT, LLC | 0.04% | 0.12% | 34,872 | 34,872 | 100.00% | 439,391 | Jun 30, 2024 |
| CONCORDE ASSET MANAGEMENT, LLC | 0.02% | 0.12% | 14,850 | 14,850 | 100.00% | 187,110 | Jun 30, 2024 |
| SCHECHTER INVESTMENT ADVISORS, LLC | 0.12% | 0.10% | 100,768 | - | - | 1,269,676 | Jun 30, 2024 |
| CALTON & ASSOCIATES, INC. | 0.02% | 0.08% | 12,813 | -4,149 | -24.46% | 161,439 | Jun 30, 2024 |
| ARETE WEALTH ADVISORS, LLC | 0.09% | 0.08% | 73,707 | -1,103 | -1.47% | 920,000 | Jun 30, 2024 |
| GEN-WEALTH PARTNERS INC | 0.01% | 0.07% | 11,864 | -1,175 | -9.01% | 149,486 | Jun 30, 2024 |
| RALEIGH CAPITAL MANAGEMENT INC. | 0.02% | 0.07% | 12,495 | 100 | 0.81% | 157,437 | Jun 30, 2024 |
| IGNITE PLANNERS, LLC | 0.02% | 0.06% | 19,599 | -2,600 | -11.71% | 245,183 | Jun 30, 2024 |
The largest Franklin BSP Realty Trust shareholder by % of total assets is CLIFFWATER LLC. The company owns 2.20M shares of Franklin BSP Realty Trust (FBRT), representing 5.92% of its total assets.
Institutional Buyers
| Name | % Total Shares | % Total Assets | Current Shares | Change Amount | Change % | Market Value | Date |
|---|---|---|---|---|---|---|---|
| MIRAE ASSET GLOBAL ETFS HOLDINGS LTD. | 0.84% | 0.02% | 686,351 | 686,351 | 100.00% | 8,648,023 | Jun 30, 2024 |
| BALYASNY ASSET MANAGEMENT L.P. | 0.60% | 0.01% | 488,587 | 444,381 | 1005.25% | 6,156,196 | Jun 30, 2024 |
| 1832 ASSET MANAGEMENT L.P. | 0.85% | 0.01% | 700,000 | 250,000 | 55.56% | 8,820,000 | Jun 30, 2024 |
| VAN ECK ASSOCIATES CORP | 0.80% | 0.01% | 659,801 | 166,120 | 33.65% | 8,313,000 | Jun 30, 2024 |
| INVESCO LTD. | 1.27% | 0.00% | 1,043,349 | 148,316 | 16.57% | 13,146,198 | Jun 30, 2024 |
| STRONG TOWER ADVISORY SERVICES | 1.00% | 3.39% | 819,612 | 129,410 | 18.75% | 10,327,106 | Jun 30, 2024 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 1.11% | 0.00% | 908,545 | 108,621 | 13.58% | 11,447,667 | Jun 30, 2024 |
| ATOM INVESTORS LP | 0.15% | 0.15% | 122,450 | 88,260 | 258.15% | 1,542,870 | Jun 30, 2024 |
| RPS ADVISORY SOLUTIONS LLC | 0.10% | 0.94% | 80,931 | 80,931 | 100.00% | 1,019,731 | Jun 30, 2024 |
| PRUDENTIAL FINANCIAL INC | 0.28% | 0.00% | 231,049 | 74,500 | 47.59% | 2,911,217 | Jun 30, 2024 |
| GOLDMAN SACHS GROUP INC | 0.27% | 0.00% | 219,969 | 69,454 | 46.14% | 2,771,607 | Jun 30, 2024 |
| FIRST TRUST ADVISORS LP | 0.21% | 0.00% | 174,809 | 65,835 | 60.41% | 2,202,593 | Jun 30, 2024 |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | 0.08% | 0.01% | 64,417 | 64,417 | 100.00% | 811,654 | Jun 30, 2024 |
| GEODE CAPITAL MANAGEMENT, LLC | 2.35% | 0.00% | 1,930,087 | 57,799 | 3.09% | 24,323,459 | Jun 30, 2024 |
| COREBRIDGE FINANCIAL, INC. | 0.06% | 0.00% | 47,617 | 47,617 | 100.00% | 599,974 | Jun 30, 2024 |
| GABELLI FUNDS LLC | 0.21% | 0.02% | 175,698 | 45,698 | 35.15% | 2,213,795 | Jun 30, 2024 |
| GAMCO INVESTORS, INC. ET AL | 0.05% | 0.01% | 39,165 | 39,165 | 100.00% | 493,479 | Jun 30, 2024 |
| BANK OF NEW YORK MELLON CORP | 0.86% | 0.00% | 702,184 | 39,000 | 5.88% | 8,847,514 | Jun 30, 2024 |
| BECK CAPITAL MANAGEMENT, LLC | 0.04% | 0.12% | 34,872 | 34,872 | 100.00% | 439,391 | Jun 30, 2024 |
| GLOBAL RETIREMENT PARTNERS, LLC | 0.04% | 0.01% | 36,889 | 34,684 | 1572.97% | 464,801 | Jun 30, 2024 |
As of Jun 30 2024, Franklin BSP Realty Trust's largest institutional buyer is MIRAE ASSET GLOBAL ETFS HOLDINGS LTD.. The company purchased 686.35K stocks of FBRT, valued at $8.65M.
Institutional Sellers
| Name | % Total Shares | % Total Assets | Current Shares | Change Amount | Change % | Market Value | Date |
|---|---|---|---|---|---|---|---|
| FRANKLIN RESOURCES INC | 2.30% | 0.01% | 1,883,259 | -394,887 | -17.33% | 23,729,063 | Jun 30, 2024 |
| BLACKROCK INC. | 16.59% | 0.00% | 13,606,312 | -377,545 | -2.70% | 171,439,529 | Jun 30, 2024 |
| JPMORGAN CHASE & CO | 0.17% | 0.00% | 135,880 | -100,376 | -42.49% | 1,712,088 | Jun 30, 2024 |
| VANGUARD GROUP INC | 10.84% | 0.00% | 8,891,783 | -81,691 | -0.91% | 112,036,467 | Jun 30, 2024 |
| BARCLAYS PLC | 0.14% | 0.00% | 111,901 | -72,067 | -39.17% | 1,409,000 | Jun 30, 2024 |
| TEXAS PERMANENT SCHOOL FUND CORP | - | - | - | -71,829 | -100.00% | - | Jun 30, 2024 |
| STATE STREET CORP | 3.95% | 0.00% | 3,242,652 | -71,365 | -2.15% | 42,000,595,000 | Jun 30, 2024 |
| AMERICAN INTERNATIONAL GROUP, INC. | - | - | - | -44,802 | -100.00% | - | Jun 30, 2024 |
| EXODUSPOINT CAPITAL MANAGEMENT, LP | - | - | - | -44,622 | -100.00% | - | Jun 30, 2024 |
| FJ CAPITAL MANAGEMENT LLC | 0.17% | 0.19% | 141,626 | -41,015 | -22.46% | 1,784,488 | Jun 30, 2024 |
| INTEGRATED ADVISORS NETWORK LLC | - | - | - | -40,039 | -100.00% | - | Jun 30, 2024 |
| ADVISOR GROUP HOLDINGS, INC. | 0.07% | 0.00% | 59,102 | -37,117 | -38.58% | 743,439 | Jun 30, 2024 |
| PRICE T ROWE ASSOCIATES INC /MD/ | 0.15% | 0.00% | 125,737 | -36,569 | -22.53% | 1,585,000 | Jun 30, 2024 |
| MIRAE ASSET GLOBAL INVESTMENTS CO., LTD. | - | - | - | -36,251 | -100.00% | - | Jun 30, 2024 |
| UBS GROUP AG | 0.12% | 0.00% | 96,932 | -34,329 | -26.15% | 1,221,343 | Jun 30, 2024 |
| RENAISSANCE TECHNOLOGIES LLC | 0.28% | 0.01% | 232,000 | -32,600 | -12.32% | 2,923,200 | Jun 30, 2024 |
| MORGAN STANLEY | 0.68% | 0.00% | 560,020 | -28,778 | -4.89% | 7,056,257 | Jun 30, 2024 |
| NORTHERN TRUST CORP | 1.01% | 0.00% | 829,583 | -27,516 | -3.21% | 10,452,746,000 | Jun 30, 2024 |
| SHOREPOINT CAPITAL PARTNERS LLC | 0.08% | 0.20% | 69,000 | -25,000 | -26.60% | 869,400 | Jun 30, 2024 |
| PRIME CAPITAL INVESTMENT ADVISORS, LLC | 0.03% | 0.00% | 20,640 | -24,926 | -54.70% | 260,064 | Jun 30, 2024 |
As of Jun 30 2024, Franklin BSP Realty Trust's biggest institutional seller is FRANKLIN RESOURCES INC. The company sold -0.39M shares of FBRT, valued at $23.73M.
Institutional New positions
| Name | % Total Shares | % Total Assets | Current Shares | Change Amount | Change % | Market Value | Date |
|---|---|---|---|---|---|---|---|
| MIRAE ASSET GLOBAL ETFS HOLDINGS LTD. | 0.84% | 0.02% | 686,351 | 686,351 | 100.00% | 8,648,023 | Jun 30, 2024 |
| RPS ADVISORY SOLUTIONS LLC | 0.10% | 0.94% | 80,931 | 80,931 | 100.00% | 1,019,731 | Jun 30, 2024 |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | 0.08% | 0.01% | 64,417 | 64,417 | 100.00% | 811,654 | Jun 30, 2024 |
| COREBRIDGE FINANCIAL, INC. | 0.06% | 0.00% | 47,617 | 47,617 | 100.00% | 599,974 | Jun 30, 2024 |
| GAMCO INVESTORS, INC. ET AL | 0.05% | 0.01% | 39,165 | 39,165 | 100.00% | 493,479 | Jun 30, 2024 |
| BECK CAPITAL MANAGEMENT, LLC | 0.04% | 0.12% | 34,872 | 34,872 | 100.00% | 439,391 | Jun 30, 2024 |
| PRIVATE ADVISOR GROUP, LLC | 0.04% | 0.00% | 29,537 | 29,537 | 100.00% | 372,166 | Jun 30, 2024 |
| MKP CAPITAL MANAGEMENT, L.L.C. | 0.03% | 0.02% | 24,300 | 24,300 | 100.00% | 306,180 | Jun 30, 2024 |
| SHERBROOKE PARK ADVISERS LLC | 0.03% | 0.05% | 23,895 | 23,895 | 100.00% | 301,077 | Jun 30, 2024 |
| CENTIVA CAPITAL, LP | 0.03% | 0.00% | 22,813 | 22,813 | 100.00% | 287,444 | Jun 30, 2024 |
| Y-INTERCEPT (HONG KONG) LTD | 0.02% | 0.01% | 19,649 | 19,649 | 100.00% | 247,577 | Jun 30, 2024 |
| ORION PORTFOLIO SOLUTIONS, LLC | 0.02% | 0.00% | 18,258 | 18,258 | 100.00% | 230,051 | Jun 30, 2024 |
| TOWNSQUARE CAPITAL LLC | 0.02% | 0.00% | 18,024 | 18,024 | 100.00% | 227,102 | Jun 30, 2024 |
| COPPELL ADVISORY SOLUTIONS LLC | 0.02% | 0.03% | 15,482 | 15,482 | 100.00% | 195,073 | Jun 30, 2024 |
| MARBLE HARBOR INVESTMENT COUNSEL, LLC | 0.02% | 0.02% | 15,000 | 15,000 | 100.00% | 189,000 | Jun 30, 2024 |
| CONCORDE ASSET MANAGEMENT, LLC | 0.02% | 0.12% | 14,850 | 14,850 | 100.00% | 187,110 | Jun 30, 2024 |
| GSA CAPITAL PARTNERS LLP | 0.02% | 0.01% | 14,685 | 14,685 | 100.00% | 185,000 | Jun 30, 2024 |
| ALPHACORE CAPITAL LLC | 0.01% | 0.03% | 10,000 | 10,000 | 100.00% | 129,550 | Jun 30, 2024 |
| YOUR ADVOCATES LTD., LLP | 0.01% | 0.04% | 5,996 | 5,996 | 100.00% | 87,898 | Jun 30, 2024 |
| 0.00% | 0.04% | 3,111 | 3,111 | 100.00% | 41,470 | Jun 30, 2024 | |
| SWS PARTNERS | 0.00% | 0.00% | 443 | 443 | 100.00% | 5,581 | Jun 30, 2024 |
| SMARTLEAF ASSET MANAGEMENT LLC | 0.00% | 0.00% | 394 | 394 | 100.00% | 4,999 | Jun 30, 2024 |
| JAMISON PRIVATE WEALTH MANAGEMENT, INC. | 0.00% | 0.00% | 389 | 389 | 100.00% | 4,902 | Jun 30, 2024 |
| TRIAD WEALTH PARTNERS, LLC | 0.00% | 0.00% | 207 | 207 | 100.00% | 2,608 | Jun 30, 2024 |
| FIRST HORIZON ADVISORS, INC. | 0.00% | - | 87 | 87 | 100.00% | 1,096 | Jun 30, 2024 |
| PARALLEL ADVISORS, LLC | 0.00% | - | 53 | 53 | 100.00% | 668 | Jun 30, 2024 |
| RUSSELL INVESTMENTS GROUP, LTD. | 0.00% | - | 45 | 45 | 100.00% | 567 | Jun 30, 2024 |
Franklin BSP Realty Trust's largest new institutional shareholder by number of shares is MIRAE ASSET GLOBAL ETFS HOLDINGS LTD., purchased 686.35K shares, valued at $8.65M, as of undefined.
Institutional Sold Out
| Name | % Total Shares | % Total Assets | Current Shares | Change Amount | Change % | Market Value | Date |
|---|---|---|---|---|---|---|---|
| TEXAS PERMANENT SCHOOL FUND CORP | - | - | - | -71,829 | -100.00% | - | Jun 30, 2024 |
| AMERICAN INTERNATIONAL GROUP, INC. | - | - | - | -44,802 | -100.00% | - | Jun 30, 2024 |
| EXODUSPOINT CAPITAL MANAGEMENT, LP | - | - | - | -44,622 | -100.00% | - | Jun 30, 2024 |
| INTEGRATED ADVISORS NETWORK LLC | - | - | - | -40,039 | -100.00% | - | Jun 30, 2024 |
| MIRAE ASSET GLOBAL INVESTMENTS CO., LTD. | - | - | - | -36,251 | -100.00% | - | Jun 30, 2024 |
| D. E. SHAW & CO., INC. | - | - | - | -20,636 | -100.00% | - | Jun 30, 2024 |
| ALLSPRING GLOBAL INVESTMENTS HOLDINGS, LLC | - | - | - | -16,883 | -100.00% | - | Jun 30, 2024 |
| ALLIANZ ASSET MANAGEMENT GMBH | - | - | - | -16,500 | -100.00% | - | Jun 30, 2024 |
| FARTHER FINANCE ADVISORS, LLC | - | - | - | -12,761 | -100.00% | - | Jun 30, 2024 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | - | - | - | -12,105 | -100.00% | - | Jun 30, 2024 |
| GRAHAM CAPITAL MANAGEMENT, L.P. | - | - | - | -11,119 | -100.00% | - | Jun 30, 2024 |
| SG AMERICAS SECURITIES, LLC | - | - | - | -10,217 | -100.00% | - | Jun 30, 2024 |
| PSI ADVISORS, LLC | - | - | - | -7,200 | -100.00% | - | Jun 30, 2024 |
| METROPOLITAN LIFE INSURANCE CO/NY | - | - | - | -4,845 | -100.00% | - | Jun 30, 2024 |
| IMPACT PARTNERSHIP WEALTH, LLC | - | - | - | -136 | -100.00% | - | Jun 30, 2024 |
| OLD POINT TRUST & FINANCIAL SERVICES N A | - | - | - | -82 | -100.00% | - | Jun 30, 2024 |
| NELSON, VAN DENBURG & CAMPBELL WEALTH MANAGEMENT GROUP, LLC | - | - | - | -32 | -100.00% | - | Jun 30, 2024 |
Franklin BSP Realty Trust's largest sold out institutional shareholder by shares sold is TEXAS PERMANENT SCHOOL FUND CORP, sold -71.83K shares, valued at -, as of undefined.
Franklin BSP Realty Trust Mutual Fund Holders
| Name | % Total Assets | Total Shares | Change Amount | Change % | Date |
|---|---|---|---|---|---|
| VANGUARD ADMIRAL FUNDS | 0.12% | 539,331 | 6,541 | 1.23% | Feb 29, 2024 |
| VANGUARD VALLEY FORGE FUNDS | 0.11% | 59,221 | - | - | Mar 31, 2024 |
| T. Rowe Price Small-Cap Value Fund, Inc. | 0.11% | 868,123 | - | - | Mar 31, 2024 |
| GABELLI EQUITY SERIES FUNDS INC | 0.10% | 84,099 | 33,567 | 66.43% | Dec 29, 2023 |
| BNY MELLON INDEX FUNDS, INC. | 0.08% | 84,304 | -11,006 | -11.55% | Jan 31, 2024 |
| BNY MELLON INVESTMENT PORTFOLIOS | 0.07% | 41,141 | - | - | Mar 31, 2024 |
| FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND | 0.03% | 104,773 | -43,058 | -29.13% | Jan 31, 2024 |
| SYNTAX ETF TRUST | 0.02% | 778 | -30 | -3.71% | Mar 31, 2024 |
| QUANTITATIVE MASTER SERIES LLC | 0.02% | 147,516 | -3,323 | -2.20% | Mar 31, 2024 |
| DEUTSCHE DWS INVESTMENTS VIT FUNDS | 0.02% | 12,066 | -600 | -4.74% | Mar 31, 2024 |
| VANGUARD INDEX FUNDS | 0.02% | 7,249,827 | -1,184,651 | -14.05% | Mar 31, 2024 |
| Investment Managers Series Trust II | 0.01% | 163,143 | -12,161 | -6.94% | Mar 31, 2024 |
| FIRST TRUST EXCHANGE-TRADED FUND | 0.01% | 124,881 | - | - | Mar 31, 2024 |
| Global X Funds | 0.01% | 504,605 | -27,180 | -5.11% | Jan 31, 2024 |
| TIAA SEPARATE ACCOUNT VA 1 | 0.01% | 2,037 | - | - | Mar 31, 2024 |
| ALPS ETF Trust | 0.01% | 105,374 | - | - | Feb 29, 2024 |
| INVESCO EXCHANGE-TRADED FUND TRUST | 0.01% | 488,977 | 102,815 | 26.62% | Jan 31, 2024 |
| SCHWAB CAPITAL TRUST | 0.01% | 227,899 | -87 | -0.04% | Jan 31, 2024 |
| FIDELITY CONCORD STREET TRUST | 0.00% | 730,403 | 23,129 | 3.27% | Feb 29, 2024 |
| Calvert Variable Products, Inc. | 0.00% | 8,265 | - | - | Mar 31, 2024 |
| Voya VARIABLE PORTFOLIOS INC | 0.00% | 95,257 | 24,301 | 34.25% | Mar 31, 2024 |
| TARGET PORTFOLIO TRUST | 0.00% | 60,100 | 26,200 | 77.29% | Jan 31, 2024 |
| Principal Exchange-Traded Funds | 0.00% | 30,118 | 29,564 | 5336.46% | Mar 31, 2024 |
| Fidelity Commonwealth Trust II | 0.00% | 15,712 | - | - | Aug 31, 2023 |
| SHELTON FUNDS | 0.00% | 3,736 | - | - | Feb 29, 2024 |
| ETF Series Solutions | 0.00% | 47,643 | 8,075 | 20.41% | Feb 29, 2024 |
| VANGUARD TAX-MANAGED FUNDS | 0.00% | 447,423 | - | - | Mar 31, 2024 |
| PRAXIS MUTUAL FUNDS | 0.00% | 21,422 | - | - | Dec 31, 2023 |
| VANGUARD TRUSTEES' EQUITY FUND | 0.00% | 64,072 | - | - | Jan 31, 2024 |
| VANGUARD INSTITUTIONAL INDEX FUNDS | 0.00% | 48,064 | -3,972 | -7.63% | Mar 31, 2024 |
| STEWARD FUNDS, INC. | 0.00% | 3,716 | - | - | Jan 31, 2024 |
| ETF Series Solutions | 0.00% | 30,504 | - | - | Jan 31, 2024 |
| STERLING CAPITAL FUNDS | 0.00% | 29,670 | -10,500 | -26.14% | Mar 28, 2024 |
| NORTHERN LIGHTS FUND TRUST II | 0.00% | 13,860 | - | - | Feb 29, 2024 |
| PRUDENTIAL SERIES FUND | 0.00% | 85,575 | -1,150 | -1.33% | Mar 28, 2024 |
| T. Rowe Price Index Trust, Inc. | 0.00% | 24,115 | 473 | 2.00% | Mar 31, 2024 |
| FIDELITY COVINGTON TRUST | 0.00% | 19,615 | -280 | -1.41% | Jan 31, 2024 |
| UNIFIED SERIES TRUST | 0.00% | 16,300 | - | - | Mar 31, 2024 |
| FIRST TRUST EXCHANGE-TRADED FUND VI | 0.00% | 5,637 | 1,688 | 42.74% | Mar 31, 2024 |
| Catholic Responsible Investments Funds | 0.00% | 37,055 | -353 | -0.94% | Jan 31, 2024 |
| Invesco Exchange-Traded Fund Trust II | 0.00% | 269,100 | -560 | -0.21% | Feb 29, 2024 |
| ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST | 0.00% | 43,624 | -3,604 | -7.63% | Dec 31, 2023 |
| STATE STREET VARIABLE INSURANCE SERIES FUNDS INC | 0.00% | 3,899 | -242 | -5.84% | Mar 31, 2024 |
| SCHWAB STRATEGIC TRUST | 0.00% | 427,677 | 9,542 | 2.28% | Feb 29, 2024 |
| Mutual of America Variable Insurance Portfolios, Inc. | 0.00% | 522 | -73 | -12.27% | Sep 30, 2023 |
| iSHARES TRUST | 0.00% | 10,870,678 | -89,153 | -0.81% | Mar 31, 2024 |
| THRIVENT SERIES FUND INC | 0.00% | 71,200 | -1,933 | -2.64% | Mar 28, 2024 |
| Lattice Strategies Trust | 0.00% | 953 | -460 | -32.55% | Mar 31, 2024 |
| CLEARWATER INVESTMENT TRUST | 0.00% | 5,600 | 3,400 | 154.55% | Mar 28, 2024 |
| VANGUARD WORLD FUND | 0.00% | 127,805 | -5,456 | -4.09% | Feb 29, 2024 |
| RBB FUND, INC. | 0.00% | 48,338 | - | - | Feb 29, 2024 |
| NEW COVENANT FUNDS | 0.00% | 2,050 | - | - | Dec 31, 2023 |
| STATE STREET INSTITUTIONAL INVESTMENT TRUST | 0.00% | 29,734 | -1,600 | -5.11% | Mar 31, 2024 |
| VARIABLE INSURANCE PRODUCTS FUND II | 0.00% | 4,768 | 238 | 5.25% | Mar 31, 2024 |
| TIAA-CREF LIFE FUNDS | 0.00% | 1,010 | - | - | Mar 31, 2024 |
| MUTUAL OF AMERICA INVESTMENT CORP | 0.00% | 14,139 | -226 | -1.57% | Mar 31, 2024 |
| Victory Portfolios II | 0.00% | 16,811 | - | - | Mar 31, 2024 |
| NORTHERN FUNDS | 0.00% | 43,600 | -268,558 | -86.03% | Mar 28, 2024 |
| GPS Funds I | 0.00% | 1,616 | - | - | Mar 31, 2024 |
| NORTHWESTERN MUTUAL SERIES FUND INC | 0.00% | 30,775 | -328 | -1.05% | Mar 31, 2024 |
| ProFunds | 0.00% | 2,982 | -517 | -14.78% | Mar 31, 2024 |
| EQ ADVISORS TRUST | 0.00% | 224,469 | -4,284 | -1.87% | Mar 31, 2024 |
| VANGUARD SCOTTSDALE FUNDS | 0.00% | 364,730 | 38,224 | 11.71% | Feb 29, 2024 |
| RYDEX SERIES FUNDS | 0.00% | 759 | - | - | Dec 31, 2023 |
| SEASONS SERIES TRUST | 0.00% | 3,806 | -48 | -1.25% | Mar 31, 2024 |
| LAZARD FUNDS INC | 0.00% | 5,637 | -214 | -3.66% | Mar 31, 2024 |
| FLEXSHARES TRUST | 0.00% | 10,624 | -6,886 | -39.33% | Jan 31, 2024 |
| Goldman Sachs ETF Trust | 0.00% | 12,581 | -486 | -3.72% | Feb 29, 2024 |
| VALIC Co I | 0.00% | 31,924 | -129 | -0.40% | Feb 29, 2024 |
| J.P. Morgan Exchange-Traded Fund Trust | 0.00% | 49,739 | 4,530 | 10.02% | Jan 31, 2024 |
| NATIONWIDE VARIABLE INSURANCE TRUST | 0.00% | 13,000 | 42 | 0.32% | Mar 31, 2024 |
| NATIONWIDE MUTUAL FUNDS | 0.00% | 12,522 | -539 | -4.13% | Jan 31, 2024 |
| PENN SERIES FUNDS INC | 0.00% | 2,712 | - | - | Mar 28, 2024 |
| ALLSPRING MASTER TRUST | 0.00% | 6,011 | - | - | Feb 29, 2024 |
| RYDEX DYNAMIC FUNDS | 0.00% | 376 | - | - | Dec 31, 2023 |
| Invesco Exchange-Traded Self-Indexed Fund Trust | 0.00% | 17,357 | - | - | Feb 29, 2024 |
| TIAA-CREF FUNDS | 0.00% | 176,147 | - | - | Jan 31, 2024 |
| PROSHARES TRUST | 0.00% | 14,025 | 1,711 | 13.89% | Feb 29, 2024 |
| EMPOWER FUNDS, INC. | 0.00% | 61,774 | 3,787 | 6.53% | Mar 31, 2024 |
| MASTER INVESTMENT PORTFOLIO | 0.00% | 4,333 | - | - | Mar 31, 2024 |
| USAA MUTUAL FUNDS TRUST | 0.00% | 10,913 | 1,969 | 22.01% | Jan 31, 2024 |
| RYDEX VARIABLE TRUST | 0.00% | 50 | - | - | Dec 31, 2023 |
| ADVANCED SERIES TRUST | 0.00% | 119,680 | -30,930 | -20.54% | Mar 28, 2024 |
| HC CAPITAL TRUST | 0.00% | 1,126 | - | - | Mar 31, 2024 |
| Guggenheim Active Allocation Fund | 0.00% | 209 | - | - | Feb 29, 2024 |
| SPDR SERIES TRUST | 0.00% | 1,297,591 | 20,206 | 1.58% | Mar 31, 2024 |
| Brighthouse Funds Trust II | 0.00% | 29,093 | - | - | Mar 31, 2024 |
| MORGAN STANLEY PATHWAY FUNDS | 0.00% | 3,014 | - | - | Feb 29, 2024 |
| LINCOLN VARIABLE INSURANCE PRODUCTS TRUST | 0.00% | 70,530 | -39,483 | -35.89% | Mar 31, 2024 |
| TRANSAMERICA ETF TRUST | 0.00% | 82 | -976 | -92.25% | Mar 31, 2022 |
| SUNAMERICA SERIES TRUST | 0.00% | 9,425 | -38 | -0.40% | Jan 31, 2024 |
| Brinker Capital Destinations Trust | 0.00% | 1,482 | - | - | Feb 29, 2024 |
| COLLEGE RETIREMENT EQUITIES FUND | 0.00% | 23,368 | - | - | Mar 31, 2024 |
| VANGUARD QUANTITATIVE FUNDS | 0.00% | 100 | - | - | Mar 31, 2024 |
| FIDELITY SALEM STREET TRUST | 0.00% | 63,898 | -695 | -1.08% | Mar 31, 2024 |
| PRINCIPAL FUNDS, INC. | 0.00% | 95,641 | -6,927 | -6.75% | Jan 31, 2024 |
| JOHN HANCOCK VARIABLE INSURANCE TRUST | 0.00% | 29,111 | -1,451 | -4.75% | Mar 31, 2024 |
| WILSHIRE MUTUAL FUNDS INC | 0.00% | 3,812 | 630 | 19.80% | Dec 31, 2023 |
| VanEck ETF Trust | 0.00% | 502,553 | 5,569 | 1.12% | Jan 31, 2024 |
| PACIFIC SELECT FUND | 0.00% | 34,307 | 644 | 1.91% | Mar 31, 2024 |
Franklin BSP Realty Trust's largest mutual fund holder by % of total assets is "VANGUARD ADMIRAL FUNDS", owning 539.33K shares, compromising 0.12% of its total assets.
Franklin BSP Realty Trust Institutional Ownership Trends
Institutional Holdings Trend
| Date | Holdings | Change % |
|---|---|---|
| 30 Jun, 24 | 86 | -52.75% |
| 31 Mar, 24 | 182 | - |
| 31 Dec, 23 | 182 | -1.09% |
| 30 Sep, 23 | 184 | 2.22% |
| 30 Jun, 23 | 180 | 0.56% |
| 31 Mar, 23 | 179 | -4.79% |
| 31 Dec, 22 | 188 | 4.44% |
| 30 Sep, 22 | 180 | -0.55% |
| 30 Jun, 22 | 181 | 39.23% |
| 31 Mar, 22 | 130 | 3.17% |
| 31 Dec, 21 | 126 | 12500.00% |
| 30 Sep, 21 | 1 | - |
As of 30 Jun 24, 86 institutions are holding Franklin BSP Realty Trust's shares, representing a decrease of -52.75% compared to the previous quarter.
Shares Outstanding Trend
| Date | Shares Outstanding | Change % |
|---|---|---|
| 30 Jun, 24 | 7,333,343 | -84.89% |
| 31 Mar, 24 | 48,519,187 | -1.05% |
| 31 Dec, 23 | 49,033,708 | 1.67% |
| 30 Sep, 23 | 48,228,569 | -0.59% |
| 30 Jun, 23 | 48,514,935 | -0.61% |
| 31 Mar, 23 | 48,811,662 | -0.24% |
| 31 Dec, 22 | 48,929,739 | 3.37% |
| 30 Sep, 22 | 47,333,092 | -0.55% |
| 30 Jun, 22 | 47,593,536 | 96.87% |
| 31 Mar, 22 | 24,174,690 | 4.43% |
| 31 Dec, 21 | 23,150,025 | 50694.33% |
| 30 Sep, 21 | 45,576 | - |
Franklin BSP Realty Trust (FBRT) has 7.33M shares outstanding as of 30 Jun 24, down -84.89% compared to the previous quarter.
Institutional Ownership Trend
| Date | Ownership % | Change % |
|---|---|---|
| 30 Jun, 24 | 8.94% | 0.26% |
| 31 Mar, 24 | 59.17% | 1.67% |
| 31 Dec, 23 | 59.57% | 1.73% |
| 30 Sep, 23 | 58.66% | 1.69% |
| 30 Jun, 23 | 58.98% | 1.70% |
| 31 Mar, 23 | 58.97% | 1.26% |
| 31 Dec, 22 | 68.31% | 2.13% |
| 30 Sep, 22 | 56.57% | 1.44% |
| 30 Jun, 22 | 62.76% | 2.07% |
| 31 Mar, 22 | 55.00% | 2.00% |
| 31 Dec, 21 | 52.39% | 492670.51% |
| 30 Sep, 21 | 0.10% | - |
As of 30 Jun 24, Franklin BSP Realty Trust is held by 8.94% institutional shareholders, representing a 0.26% growth compared to 31 Mar 24.
Institutional Increased Positions Trend
| Date | Increased Positions | Change % |
|---|---|---|
| 30 Jun, 24 | 40 | -45.95% |
| 31 Mar, 24 | 74 | -12.94% |
| 31 Dec, 23 | 85 | 2.41% |
| 30 Sep, 23 | 83 | -2.35% |
| 30 Jun, 23 | 85 | 21.43% |
| 31 Mar, 23 | 70 | -22.22% |
| 31 Dec, 22 | 90 | -2.17% |
| 30 Sep, 22 | 92 | -39.87% |
| 30 Jun, 22 | 153 | 125.00% |
| 31 Mar, 22 | 68 | -44.72% |
| 31 Dec, 21 | 123 | 12200.00% |
| 30 Sep, 21 | 1 | - |
40 institutional shareholders have increased their position in FBRT stock as of 30 Jun 24 compared to 74 in the previous quarter (a -45.95% decrease).
Institutional Reduced Positions Trend
| Date | Reduced Positions | Change % |
|---|---|---|
| 30 Jun, 24 | 29 | -62.82% |
| 31 Mar, 24 | 78 | 25.81% |
| 31 Dec, 23 | 62 | - |
| 30 Sep, 23 | 62 | -3.13% |
| 30 Jun, 23 | 64 | -11.11% |
| 31 Mar, 23 | 72 | 18.03% |
| 31 Dec, 22 | 61 | - |
| 30 Sep, 22 | 61 | 205.00% |
| 30 Jun, 22 | 20 | -48.72% |
| 31 Mar, 22 | 39 | - |
| 31 Dec, 21 | - | - |
| 30 Sep, 21 | - | - |
29 institutional shareholders have reduced their position in FBRT stock as of 30 Jun 24 compared to 78 in the previous quarter (a -62.82% decrease).
All Institutional Ownership Trend Data
| Date | Holdings | Change % | Shares Outstanding | Change % | Ownership % | Change % | Increased Positions | Change % | Reduced Positions | Change % |
|---|---|---|---|---|---|---|---|---|---|---|
| 30 Jun, 24 | 86 | -52.75% | 7,333,343 | -84.89% | 8.94% | 0.26% | 40 | -45.95% | 29 | -62.82% |
| 31 Mar, 24 | 182 | - | 48,519,187 | -1.05% | 59.17% | 1.67% | 74 | -12.94% | 78 | 25.81% |
| 31 Dec, 23 | 182 | -1.09% | 49,033,708 | 1.67% | 59.57% | 1.73% | 85 | 2.41% | 62 | - |
| 30 Sep, 23 | 184 | 2.22% | 48,228,569 | -0.59% | 58.66% | 1.69% | 83 | -2.35% | 62 | -3.13% |
| 30 Jun, 23 | 180 | 0.56% | 48,514,935 | -0.61% | 58.98% | 1.70% | 85 | 21.43% | 64 | -11.11% |
| 31 Mar, 23 | 179 | -4.79% | 48,811,662 | -0.24% | 58.97% | 1.26% | 70 | -22.22% | 72 | 18.03% |
| 31 Dec, 22 | 188 | 4.44% | 48,929,739 | 3.37% | 68.31% | 2.13% | 90 | -2.17% | 61 | - |
| 30 Sep, 22 | 180 | -0.55% | 47,333,092 | -0.55% | 56.57% | 1.44% | 92 | -39.87% | 61 | 205.00% |
| 30 Jun, 22 | 181 | 39.23% | 47,593,536 | 96.87% | 62.76% | 2.07% | 153 | 125.00% | 20 | -48.72% |
| 31 Mar, 22 | 130 | 3.17% | 24,174,690 | 4.43% | 55.00% | 2.00% | 68 | -44.72% | 39 | - |
| 31 Dec, 21 | 126 | 12500.00% | 23,150,025 | 50694.33% | 52.39% | 492670.51% | 123 | 12200.00% | - | - |
| 30 Sep, 21 | 1 | - | 45,576 | - | 0.10% | - | 1 | - | - | - |
Franklin BSP Realty Trust Insider Shareholders Trades
Open Market Insider Trades
| Date | Name | Relation | Role | Transaction | Buy/Sell | Shares | Price | Value | Shares Held | Source |
|---|
Open Market Insider Buys
| Date | Name | Relation | Role | Transaction | Buy/Sell | Shares | Price | Value | Shares Held | Source |
|---|
Insider Sells
All Insider Owners Trades
The last insider sell of Franklin BSP Realty Trust's stock was made by Comparato Michael on Jan 30 2024, selling 19,981 shares at $13.35 per share (valued at $266.75K).
Franklin BSP Realty Trust Insider Ownership Trends
All Insider Trades Trend
| Date | Buy | Sell | Buy/Sell Ratio |
|---|---|---|---|
| Q3 2024 | 6 | - | - |
| Q2 2024 | 6 | - | - |
| Q1 2024 | 3 | 3 | 100.00% |
| Q2 2023 | 7 | - | - |
| Q1 2023 | 2 | 4 | 50.00% |
| Q3 2022 | 3 | - | - |
| Q2 2022 | 6 | - | - |
| Q1 2022 | 5 | - | - |
| Q4 2021 | 3 | - | - |
| Q2 2021 | 4 | - | - |
| Q2 2020 | 4 | - | - |
| Q2 2019 | 8 | - | - |
| Q4 2018 | 1 | - | - |
| Q2 2018 | 4 | - | - |
| Q1 2018 | 2 | - | - |
| Q2 2017 | 4 | - | - |
| Q3 2016 | 1 | 3 | 33.33% |
| Q4 2015 | - | - | - |
| Q3 2015 | 2 | - | - |
| Q2 2015 | - | - | - |
6 total buy trades, and 0 total sell trades (buy/sell ratio of 0%) were made by Franklin BSP Realty Trust's insiders, as of Q3 2024.
Open Market Insider Trades Trend
| Date | Buy | Sell | Buy/Sell Ratio |
|---|---|---|---|
| Q3 2024 | - | - | - |
| Q2 2024 | - | - | - |
| Q1 2024 | - | - | - |
| Q2 2023 | 1 | - | - |
| Q1 2023 | - | - | - |
| Q3 2022 | 3 | - | - |
| Q2 2022 | - | - | - |
| Q1 2022 | - | - | - |
| Q4 2021 | - | - | - |
| Q2 2021 | - | - | - |
| Q2 2020 | - | - | - |
| Q2 2019 | 4 | - | - |
| Q4 2018 | 1 | - | - |
| Q2 2018 | - | - | - |
| Q1 2018 | 2 | - | - |
| Q2 2017 | - | - | - |
| Q3 2016 | - | - | - |
| Q4 2015 | - | - | - |
| Q3 2015 | - | - | - |
| Q2 2015 | - | - | - |
As of Q3 2024, Insider owners conducted 0 open market buy trades and 0 open market sell trades of Franklin BSP Realty Trust's stocks.
FBRT Ownership FAQ
Who Owns Franklin BSP Realty Trust?
Franklin BSP Realty Trust is owned by institutional shareholders (8.94%), insiders (0.11%), and public (90.95%). The largest institutional shareholder of Franklin BSP Realty Trust is BLACKROCK INC. (16.59% of total shares) and the top mutual fund owner is VANGUARD ADMIRAL FUNDS (0.12% of total shares).
Who are the major institutional shareholders of Franklin BSP Realty Trust?
Franklin BSP Realty Trust's major institutional shareholders are BLACKROCK INC., VANGUARD GROUP INC, STATE STREET CORP, CLIFFWATER LLC, and GEODE CAPITAL MANAGEMENT, LLC. The top five shareholders own together 36.43% of the company's share outstanding.
How many Franklin BSP Realty Trust shareholders are there?
As of Jun 2024, there are 86 institutional shareholders of Franklin BSP Realty Trust.
What percentage of Franklin BSP Realty Trust is owned by BLACKROCK INC?
BLACKROCK INC owns 13.61M shares of Franklin BSP Realty Trust, representing 16.59% of the company's total shares outstanding, valued at $171.44M (as of Jun 2024).
What percentage of Franklin BSP Realty Trust is owned by VANGUARD GROUP INC?
As of Jun 2024, VANGUARD GROUP INC holds 8.89M shares of Franklin BSP Realty Trust (FBRT), compromising 10.84% of the company, valued at $112.04M.
What percentage of Franklin BSP Realty Trust is owned by STATE STREET CORP?
STATE STREET CORP is the third largest holder of Franklin BSP Realty Trust. The company owns 3.24M of the company's shares outstanding (worth $42B).