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

OverviewForecastRevenueFinancialsChartTranscripts

Franklin BSP Realty Trust Ownership Summary

Franklin BSP Realty Trust is owned by 60.25% institutional investors, 0.11% insiders, and 39.65% 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

TypeName% Inst% Insiders% Retail
StockFranklin BSP Realty Trust60.25%0.11%39.65%
SectorReal Estate Stocks 63.99%7.35%28.66%
IndustryMortgage REIT Stocks45.41%4.40%50.20%

Institutional Shareholders

Top Institutional Shareholders by Total Shares

HolderShares% HoldingValue
Blackrock13.61M16.59%$171.44M
Vanguard group8.89M10.84%$112.04M
State street3.24M3.95%$42.00M
Cliffwater2.20M2.68%$27.67M
Geode capital management1.93M2.35%$24.32M
Franklin resources1.88M2.30%$23.73M
Invesco1.04M1.27%$13.15M
Charles schwab investment management908.54K1.11%$11.45M
Northern trust829.58K1.01%$10.45M
Strong tower advisory services819.61K1.00%$10.33M

Top Institutional Shareholders by % of Total Assets

HolderShares% AssetsValue
Cliffwater2.20M5.92%$27.67M
Strong tower advisory services819.61K3.39%$10.33M
Orchard capital management582.13K2.22%$7.33M
Rps advisory solutions80.93K0.94%$1.02M
Axs investments155.76K0.58%$2.07M
Financial management network158.00K0.47%$1.98M
Newbridge financial services group63.70K0.30%$802.68K
Greenland capital management lp144.00K0.27%$1.81M
Shorepoint capital partners69.00K0.20%$869.40K
Retirement financial solutions24.86K0.15%$313.27K

Top Buyers

HolderShares% AssetsChange
Mirae asset global etfs686.35K0.02%686.35K
Balyasny asset management488.59K0.01%444.38K
1832 asset management700.00K0.01%250.00K
Van eck associates659.80K0.01%166.12K
Invesco1.04M0.00%148.32K

Top Sellers

HolderShares% AssetsChange
Franklin resources1.88M0.01%-394.89K
Blackrock13.61M0.00%-377.55K
Fj capital management---141.63K
Atom investors lp---122.45K
Jpmorgan chase135.88K0.00%-100.38K

New Positions

HolderShares% AssetsChangeValue
Mirae asset global etfs686.35K0.02%686.35K$8.65M
Rps advisory solutions80.93K0.94%80.93K$1.02M
O'shaughnessy asset management64.42K0.01%64.42K$811.65K
Corebridge financial47.62K0.00%47.62K$599.97K
Gamco investors, inc. et al39.16K0.01%39.16K$493.48K

Sold Out

HolderChange
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

DateHoldingsChange %SharesChange %OwnershipChange %Increased PositionChange %Decreased PositionChange %
Jun 30, 20241872.75%49,399,4191.81%601.72%9122.97%66-15.38%
Mar 31, 2024182-48,519,187-1.05%591.67%74-12.94%7825.81%
Dec 31, 2023182-1.09%49,033,7081.67%591.73%852.41%62-
Sep 30, 20231842.22%48,228,569-0.59%581.69%83-2.35%62-3.13%
Jun 30, 20231800.56%48,514,935-0.61%581.70%8521.43%64-11.11%

Top Mutual Funds Shareholders

HolderShares% HoldingChange
iShares Core S&P Small-Cap ETF5.25M6.42%5.51K
Vanguard Total Stock Mkt Idx Inv2.59M3.17%3.85K
iShares Russell 2000 ETF2.09M2.56%-4.70K
Vanguard Small Cap Index2.06M2.51%4.00K
Vanguard Small Cap Value Index Inv1.39M1.69%-480.00
Vanguard Institutional Extnd Mkt Idx Tr1.33M1.63%22.67K
iShares Mortgage Real Estate Capped ETF1.27M1.56%3.87K
Fidelity Small Cap Index865.18K1.06%-31.20K
iShares S&P Small-Cap 600 Value ETF843.74K1.03%828.00
iShares Russell 2000 Value ETF768.27K0.94%-

Recent Insider Transactions

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

Insider Transactions Trends

DateBuySell
2024 Q3--
2024 Q2--
2024 Q1--
2023 Q21-
2023 Q1--

FBRT Ownership FAQ

Who Owns Franklin BSP Realty Trust?

Franklin BSP Realty Trust shareholders are primarily institutional investors at 60.25%, followed by 0.11% insiders and 39.64% retail investors. The average institutional ownership in Franklin BSP Realty Trust's industry, Mortgage REIT Stocks, is 45.41%, 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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