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 60.62% institutional investors, 0.11% insiders, and 39.27% retail investors. Blackrock is the largest institutional shareholder, holding 16.59% of FBRT shares. iShares Core S&P Small-Cap ETF is the top mutual fund, with 6.42% of its assets in Franklin BSP Realty Trust shares.

FBRT Ownership Benchmark

Type	Name	% Inst	% Insiders	% Retail
Stock	Franklin BSP Realty Trust	60.62%	0.11%	39.27%
Sector	Real Estate Stocks	66.62%	8.14%	25.24%
Industry	Mortgage REIT Stocks	46.08%	4.39%	49.52%

Institutional Shareholders

Top Institutional Shareholders by Total Shares

Holder	Shares	% Holding	Value
Blackrock	13.61M	16.59%	$171.44M
Vanguard group	8.89M	10.84%	$112.04M
State street	3.24M	3.95%	$42.00M
Cliffwater	2.20M	2.68%	$27.67M
Geode capital management	1.93M	2.35%	$24.32M
Franklin resources	1.88M	2.30%	$23.73M
Invesco	1.04M	1.27%	$13.15M
Charles schwab investment management	908.54K	1.11%	$11.45M
Northern trust	829.58K	1.01%	$10.45M
Strong tower advisory services	819.61K	1.00%	$10.33M

Top Institutional Shareholders by % of Total Assets

Holder	Shares	% Assets	Value
Cliffwater	2.20M	5.92%	$27.67M
Strong tower advisory services	819.61K	3.39%	$10.33M
Orchard capital management	582.13K	2.22%	$7.33M
Rps advisory solutions	80.93K	0.94%	$1.02M
Axs investments	155.76K	0.58%	$2.07M
Financial management network	158.00K	0.47%	$1.98M
Newbridge financial services group	63.70K	0.30%	$802.68K
Greenland capital management lp	144.00K	0.27%	$1.81M
Shorepoint capital partners	69.00K	0.20%	$869.40K
Retirement financial solutions	24.86K	0.15%	$313.27K

Top Buyers

Holder	Shares	% Assets	Change
Mirae asset global etfs	686.35K	0.02%	686.35K
Balyasny asset management	488.59K	0.01%	444.38K
1832 asset management	700.00K	0.01%	250.00K
Van eck associates	659.80K	0.01%	166.12K
Invesco	1.04M	0.00%	148.32K

Top Sellers

Holder	Shares	% Assets	Change
Franklin resources	1.88M	0.01%	-394.89K
Blackrock	13.61M	0.00%	-377.55K
Fj capital management	-	-	-141.63K
Atom investors lp	-	-	-122.45K
Jpmorgan chase	135.88K	0.00%	-100.38K

New Positions

Holder	Shares	% Assets	Change	Value
Mirae asset global etfs	686.35K	0.02%	686.35K	$8.65M
Rps advisory solutions	80.93K	0.94%	80.93K	$1.02M
O'shaughnessy asset management	64.42K	0.01%	64.42K	$811.65K
Corebridge financial	47.62K	0.00%	47.62K	$599.97K
Gamco investors, inc. et al	39.16K	0.01%	39.16K	$493.48K

Sold Out

Holder	Change
Nelson, van denburg & campbell wealth management group	-32.00
Parallel advisors	-53.00
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 %
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	-
Sep 30, 2023	184	2.22%	48,228,569	-0.59%	58	1.69%	83	-2.35%	62	-3.13%

Top Mutual Funds Shareholders

Holder	Shares	% Holding	Change
iShares Core S&P Small-Cap ETF	5.25M	6.42%	5.51K
Vanguard Total Stock Mkt Idx Inv	2.59M	3.17%	3.85K
iShares Russell 2000 ETF	2.09M	2.56%	-4.70K
Vanguard Small Cap Index	2.06M	2.51%	4.00K
Vanguard Small Cap Value Index Inv	1.39M	1.69%	-480.00
Vanguard Institutional Extnd Mkt Idx Tr	1.33M	1.62%	-4.70K
iShares Mortgage Real Estate Capped ETF	1.27M	1.56%	3.87K
Fidelity Small Cap Index	865.18K	1.06%	-31.20K
iShares S&P Small-Cap 600 Value ETF	843.74K	1.03%	828.00
iShares Russell 2000 Value ETF	768.27K	0.94%	-

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
2024 Q3	-	-
2024 Q2	-	-
2024 Q1	-	-
2023 Q2	1	-
2023 Q1	-	-

FBRT Ownership FAQ

Who Owns Franklin BSP Realty Trust?

Franklin BSP Realty Trust shareholders are primarily institutional investors at 60.62%, followed by 0.11% insiders and 39.27% retail investors. The average institutional ownership in Franklin BSP Realty Trust's industry, Mortgage REIT Stocks, is 46.08%, which Franklin BSP Realty Trust exceeds.

Who owns the most shares of Franklin BSP Realty Trust?

Franklin BSP Realty Trust’s largest shareholders are Blackrock (13.61M shares, 16.59%), Vanguard group (8.89M shares, 10.84%), and State street (3.24M shares, 3.95%). Together, they hold 31.39% 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?

Cliffwater is Franklin BSP Realty Trust’s biggest shareholder by percentage of total assets invested, with 5.92% of its assets in 2.2M Franklin BSP Realty Trust shares, valued at 27.67M$.

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 6.42% of its total shares outstanding invested in 5.25M Franklin BSP Realty Trust shares.

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