Franklin BSP Realty Trust Ownership | Who Owns Franklin BSP Realty Trust?

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Franklin BSP Realty Trust Ownership Summary

Franklin BSP Realty Trust is owned by 41.69% institutional investors, 0.11% insiders, and 58.20% retail investors. Blackrock funding, inc. /de is the largest institutional shareholder, holding 16.95% of FBRT shares. iShares Core S&P Small-Cap ETF is the top mutual fund, with 6.31% of its assets in Franklin BSP Realty Trust shares.

FBRT Ownership Benchmark

Type	Name	% Inst	% Insiders	% Retail
Stock	Franklin BSP Realty Trust	41.69%	0.11%	58.20%
Sector	Real Estate Stocks	55.70%	8.24%	36.06%
Industry	Mortgage REIT Stocks	42.37%	4.34%	53.29%

Institutional Shareholders

Top Institutional Shareholders by Total Shares

Holder	Shares	% Holding	Value
Blackrock funding, inc. /de	13.86M	16.95%	$173.81M
Blackrock	13.61M	16.59%	$171.44M
Vanguard group	9.10M	11.13%	$114.11M
State street	3.45M	4.22%	$44.51M
Cliffwater	2.20M	2.69%	$27.54M
Geode capital management	1.93M	2.35%	$24.16M
Franklin resources	1.50M	1.83%	$18.82M
Charles schwab investment management	1.16M	1.42%	$14.58M
Strong tower advisory services	1.16M	1.41%	$14.51M
Invesco	1.14M	1.39%	$14.26M

Top Institutional Shareholders by % of Total Assets

Holder	Shares	% Assets	Value
Gratia capital	622.62K	7.64%	$7.81M
Cliffwater	2.20M	6.74%	$27.54M
Strong tower advisory services	1.16M	3.79%	$14.51M
Graniteshares advisors	197.39K	1.57%	$2.48M
Rps advisory solutions	78.88K	0.62%	$989.11K
Axs investments	143.49K	0.50%	$1.80M
Financial management network	128.75K	0.34%	$1.64M
Condor capital management	302.19K	0.33%	$3.79M
Greenland capital management lp	108.00K	0.22%	$1.35M
Orchard capital management	30.30K	0.15%	$380.01K

Top Buyers

Holder	Shares	% Assets	Change
Ubs group	692.66K	0.00%	563.88K
Gratia capital	622.62K	7.64%	326.12K
Graniteshares advisors	197.39K	1.57%	197.39K
Balyasny asset management	362.45K	0.01%	165.98K
Charles schwab investment management	1.16M	0.00%	136.69K

Top Sellers

Holder	Shares	% Assets	Change
1832 asset management	400.00K	0.00%	-600.00K
Franklin resources	1.50M	0.01%	-382.77K
Blackrock	13.61M	0.00%	-377.55K
Fj capital management	-	-	-141.63K
Atom investors lp	-	-	-122.45K

New Positions

Holder	Shares	% Assets	Change	Value
Graniteshares advisors	197.39K	1.57%	197.39K	$2.48M
Raymond james financial	68.49K	0.00%	68.49K	$858.83K
Kestra advisory services	27.56K	0.00%	27.56K	$345.60K
Mkp capital management	24.30K	0.02%	24.30K	$306.18K
Xtx topco	19.43K	0.02%	19.43K	$243.63K

Sold Out

Holder	Change
Mendota financial group	-5.00
Nelson, van denburg & campbell wealth management group	-32.00
Old point trust & financial services n a	-82.00
Impact partnership wealth	-136.00
Triad wealth partners	-207.00

Institutional Ownership Trends

Date	Holdings	Change %	Shares	Change %	Ownership	Change %	Increased Position	Change %	Decreased Position	Change %
Dec 31, 2024	97	-48.68%	34,097,908	-31.23%	41	1.13%	40	-49.37%	37	-50.00%
Sep 30, 2024	189	-	49,580,697	0.32%	60	1.66%	79	-14.13%	74	12.12%
Jun 30, 2024	187	2.75%	49,399,419	1.81%	60	1.72%	91	22.97%	66	-15.38%
Mar 31, 2024	182	-	48,519,187	-1.05%	59	1.67%	74	-12.94%	78	25.81%
Dec 31, 2023	182	-1.09%	49,033,708	1.67%	59	1.73%	85	2.41%	62	-

Top Mutual Funds Shareholders

Holder	Shares	% Holding	Change
iShares Core S&P Small-Cap ETF	5.19M	6.31%	3.58K
Vanguard US Total Market Shares ETF	2.59M	3.15%	-
Vanguard Total Stock Mkt Idx Inv	2.58M	3.13%	-
iShares Russell 2000 ETF	2.14M	2.61%	-18.59K
Vanguard Small Cap Index	2.09M	2.54%	1.70K
Fuh Hwa FTSE Mortgage REITs ETF	1.64M	2.00%	168.05K
Vanguard Small Cap Value Index Inv	1.38M	1.68%	-2.05K
Vanguard Institutional Extnd Mkt Idx Tr	1.28M	1.55%	2.41K
iShares Mortgage Real Estate Capped ETF	1.20M	1.45%	-
iShares S&P Small-Cap 600 Value ETF	844.66K	1.03%	-819.00

Recent Insider Transactions

Date	Name	Role	Activity	Value
May 12, 2023	ORTALE BUFORD H	-	Buy	$36.80K
Sep 15, 2022	ORTALE BUFORD H	-	Buy	$35.31K
Sep 08, 2022	ORTALE BUFORD H	-	Buy	$43.12K
Sep 07, 2022	ORTALE BUFORD H		Buy	$73.33K
Jun 28, 2019	McDonough Peter J	-	Buy	$99.99K

Insider Transactions Trends

Date	Buy	Sell
2025 Q1	-	-
2024 Q3	-	-
2024 Q2	-	-
2024 Q1	-	-
2023 Q2	1	-

FBRT Ownership FAQ

Who Owns Franklin BSP Realty Trust?

Franklin BSP Realty Trust shareholders are primarily institutional investors at 41.69%, followed by 0.11% insiders and 58.20% retail investors. The average institutional ownership in Franklin BSP Realty Trust's industry, Mortgage REIT Stocks, is 42.37%, which Franklin BSP Realty Trust falls below.

Who owns the most shares of Franklin BSP Realty Trust?

Franklin BSP Realty Trust’s largest shareholders are Blackrock funding, inc. /de (13.86M shares, 16.95%), Blackrock (13.61M shares, 16.59%), and Vanguard group (9.1M shares, 11.13%). Together, they hold 44.67% of Franklin BSP Realty Trust’s total shares outstanding.

Does Blackrock own Franklin BSP Realty Trust?

Yes, BlackRock owns 16.59% of Franklin BSP Realty Trust, totaling 13.61M shares as of Jun 2024. This represents 0.00% of BlackRock's total assets, with a market value of 171.44M$. In the last quarter, BlackRock decreased its holdings by -378K shares, a -2.70% change.

Who is Franklin BSP Realty Trust’s biggest shareholder by percentage of total assets invested?

Gratia capital is Franklin BSP Realty Trust’s biggest shareholder by percentage of total assets invested, with 7.64% of its assets in 622.62K Franklin BSP Realty Trust shares, valued at 7.81M$.

Who is the top mutual fund holder of Franklin BSP Realty Trust shares?

iShares Core S&P Small-Cap ETF is the top mutual fund holder of Franklin BSP Realty Trust shares, with 6.31% of its total shares outstanding invested in 5.19M Franklin BSP Realty Trust shares.

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