FRANKLIN BSP RLTY TR INC (FBRT)
Institutional ownership reported to the SEC as of Q2 2026, across 20 quarters.
228
Reporting holders
$402.7M
Reported value
58.1%
Of shares outstanding
2.4%
Held as options
+36
Holder change
Institutions report 48,220,135 shares against 83,045,416 outstanding. Shares only - option lines are excluded, which is why this can be compared with the company at all. The count comes from the cover page of the company's own most recent report, so it is dated when that was filed rather than at quarter end.
Options share is the part of reported value carried in derivative lines rather than shares. A high figure means institutions are expressing a view on this security without owning much of it.
Holders
| Filer | Value | Shares | Their book | Held | Change |
|---|---|---|---|---|---|
| BlackRock, Inc. | $105.8M | 13,002,861 | 0.00% | 8q | -0.9%-$968.7K |
| VANGUARD CAPITAL MANAGEMENT LLC | $27.9M | 3,429,239 | 0.00% | 2q | -3.7%-$1.1M |
| STATE STREET CORP | $27.0M | 3,241,000 | 0.00% | 19q | +1.0%+$262.2K |
| GEODE CAPITAL MANAGEMENT, LLC | $16.9M | 2,070,316 | 0.00% | 19q | +1.4%+$231.7K |
| Invesco Ltd. | $15.1M | 1,850,367 | 0.00% | 19q | +6.4%+$902.8K |
| GRATIA CAPITAL, LLC | $14.4M | 1,769,370 | 8.71% | 8q | -22.4%-$4.1M |
| FRANKLIN RESOURCES INC | $12.2M | 1,500,096 | 0.00% | 18q | HELD |
| UBS Group AG | $11.0M | 1,346,899 | 0.00% | 19q | +11.9%+$1.2M |
| VANGUARD PORTFOLIO MANAGEMENT LLC | $10.4M | 1,279,728 | 0.00% | 2q | -54.0%-$12.2M |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | $9.0M | 1,110,467 | 0.00% | 19q | -8.8%-$873.2K |
| Sixth Street Partners Management Company, L.P. | $9.0M | 1,110,467 | 0.00% | new | NEW |
| MORGAN STANLEY | $8.4M | 1,033,650 | 0.00% | 19q | +19.9%+$1.4M |
| Nuveen, LLC | $6.7M | 825,882 | 0.00% | 6q | +397.1%+$5.4M |
| NORTHERN TRUST CORP | $6.6M | 808,521 | 0.00% | 19q | -2.6%-$177.6K |
| WATERFALL ASSET MANAGEMENT, LLC | $6.2M | 758,000 | 3.78% | new | NEW |
| VAN ECK ASSOCIATES CORP | $5.7M | 706,061 | 0.00% | 17q | -14.1%-$945.8K |
| Bank of New York Mellon Corp | $5.1M | 624,976 | 0.00% | 19q | -1.5%-$76.6K |
| CITADEL ADVISORS LLC | $5.0M | 320,288 | 0.00% | 19q | +242.3%+$3.5M |
| GABELLI FUNDS LLC | $4.7M | 575,919 | 0.03% | 12q | +3.5%+$160.1K |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | $4.4M | 151,684 | 0.00% | 19q | +118.1%+$2.4M |
| Public Sector Pension Investment Board | $4.3M | 528,770 | 0.01% | 19q | +81.2%+$1.9M |
| VANGUARD FIDUCIARY TRUST CO | $4.2M | 512,429 | 0.00% | 2q | -3.9%-$169.6K |
| GOLDMAN SACHS GROUP INC | $4.1M | 505,646 | 0.00% | 19q | +90.3%+$2.0M |
| Mariner, LLC | $3.8M | 466,282 | 0.00% | 17q | -3.1%-$120.7K |
| Qube Research & Technologies Ltd | $3.6M | 444,774 | 0.00% | new | NEW |
| Caption Management, LLC | $3.3M | options only | 0.02% | 2q | OPTIONS |
| PRINCIPAL FINANCIAL GROUP INC | $3.0M | 371,976 | 0.00% | 19q | -6.2%-$198.8K |
| EXCHANGE TRADED CONCEPTS, LLC | $2.5M | 306,448 | 0.01% | 4q | +106.5%+$1.3M |
| Almitas Capital LLC | $2.4M | 298,190 | 0.58% | 2q | +201.0%+$1.6M |
| Orchard Capital Management, LLC | $2.2M | 267,856 | 2.12% | 18q | +65.6%+$864.0K |
| XTX Topco Ltd | $2.2M | 264,692 | 0.03% | 4q | HELD |
| RAYMOND JAMES FINANCIAL INC | $2.0M | 248,913 | 0.00% | 7q | +65.3%+$800.4K |
| JANE STREET GROUP, LLC | $2.0M | 164,707 | 0.00% | new | NEW |
| Universal- Beteiligungs- und Servicegesellschaft mbH | $1.9M | 228,231 | 0.00% | 6q | +53.4%+$646.8K |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | $1.7M | 204,207 | 0.00% | 19q | +8465.7%+$1.6M |
| GAMCO INVESTORS, INC. ET AL | $1.6M | 192,674 | 0.01% | 9q | +2.0%+$30.6K |
| RHUMBLINE ADVISERS | $1.6M | 190,937 | 0.00% | 19q | -17.6%-$332.5K |
| DENALI ADVISORS LLC | $1.5M | 180,800 | 0.15% | 2q | HELD |
| Legal & General Group Plc | $1.5M | 180,700 | 0.00% | 19q | -7.1%-$112.4K |
| NORGES BANK | $1.5M | 179,800 | 0.00% | new | NEW |
| Swiss National Bank | $1.3M | 158,433 | 0.00% | 19q | -2.4%-$31.7K |
| AMERIPRISE FINANCIAL INC | $1.0M | 124,706 | 0.00% | 19q | -55.8%-$1.3M |
| JENNISON ASSOCIATES LLC | $1.0M | 123,723 | 0.00% | 3q | -2.0%-$20.1K |
| JPMORGAN CHASE & CO | $988.4K | 121,272 | 0.00% | 19q | +260.0%+$713.8K |
| ALLIANCEBERNSTEIN L.P. | $942.5K | 111,008 | 0.00% | 19q | HELD |
| FINANCIAL MANAGEMENT NETWORK INC | $869.9K | 106,604 | 0.12% | 19q | -1.7%-$15.3K |
| STATE OF WISCONSIN INVESTMENT BOARD | $863.5K | 106,086 | 0.00% | 2q | +56.7%+$312.4K |
| MILLENNIUM MANAGEMENT LLC | $846.5K | 103,989 | 0.00% | 2q | +150.6%+$508.7K |
| PRUDENTIAL FINANCIAL INC | $846.0K | 103,926 | 0.00% | 19q | -71.3%-$2.1M |
| VICTORY CAPITAL MANAGEMENT INC | $717.2K | 88,113 | 0.00% | 18q | HELD |
| CITIGROUP INC | $707.9K | 86,967 | 0.00% | 19q | +79.2%+$312.9K |
| BANK OF AMERICA CORP /DE/ | $680.4K | 83,587 | 0.00% | 19q | -33.1%-$337.3K |
| DEUTSCHE BANK AG\ | $661.3K | 81,243 | 0.00% | 19q | -1.2%-$7.8K |
| VOYA INVESTMENT MANAGEMENT LLC | $638.8K | 78,474 | 0.00% | 17q | +39.3%+$180.4K |
| Arax Advisory Partners | $631.6K | 77,597 | 0.00% | 5q | HELD |
| KLP KAPITALFORVALTNING AS | $630.1K | 77,042 | 0.00% | 7q | +336.7%+$485.8K |
| Cetera Investment Advisers | $623.1K | 76,551 | 0.00% | 17q | -10.6%-$74.2K |
| Atom Investors LP | $616.1K | 75,694 | 0.05% | new | NEW |
| Jefferies Financial Group Inc. | $599.4K | 73,638 | 0.00% | 15q | HELD |
| D. E. Shaw & Co., Inc. | $583.4K | 71,668 | 0.00% | new | NEW |
| WELLS FARGO & COMPANY/MN | $582.7K | 71,582 | 0.00% | 19q | -4.5%-$27.3K |
| Louisiana State Employees Retirement System | $581.7K | 69,900 | 0.00% | 19q | +93.1%+$280.4K |
| Squarepoint Ops LLC | $563.7K | 69,252 | 0.00% | new | NEW |
| PRELUDE CAPITAL MANAGEMENT, LLC | $529.1K | 65,000 | 0.04% | 3q | +62.0%+$202.4K |
| Y-Intercept (Hong Kong) Ltd | $522.7K | 64,211 | 0.01% | new | NEW |
| LPL Financial LLC | $496.8K | 61,034 | 0.00% | 17q | +8.7%+$39.8K |
| Rockefeller Capital Management L.P. | $480.7K | 59,060 | 0.00% | 4q | -24.3%-$154.6K |
| VANGUARD ASSET MANAGEMENT, Ltd | $476.3K | 58,511 | 0.00% | 2q | HELD |
| NEW YORK STATE COMMON RETIREMENT FUND | $452.3K | 55,565 | 0.00% | 19q | HELD |
| Waverly Advisors, LLC | $451.9K | 55,515 | 0.00% | 2q | +85.2%+$207.9K |
| Klingman & Associates, LLC | $423.5K | 52,022 | 0.02% | 14q | +24.7%+$83.9K |
| JUPITER ASSET MANAGEMENT LTD | $422.2K | 51,865 | 0.00% | 2q | +149.3%+$252.8K |
| Zurcher Kantonalbank (Zurich Cantonalbank) | $409.0K | 50,246 | 0.00% | 17q | HELD |
| AQR CAPITAL MANAGEMENT LLC | $406.6K | 49,955 | 0.00% | 5q | +38.1%+$112.1K |
| Magnus Financial Group LLC | $394.4K | 48,452 | 0.03% | 15q | +26.1%+$81.7K |
| Abel Hall, LLC | $390.9K | 48,016 | 0.07% | 5q | +16.2%+$54.5K |
| Advisor OS, LLC | $375.5K | 46,134 | 0.03% | 2q | -5.7%-$22.8K |
| Illinois Municipal Retirement Fund | $369.9K | 45,442 | 0.00% | 12q | +8.2%+$28.0K |
| ANCHYRA PARTNERS LLC | $368.0K | 45,204 | 0.09% | new | NEW |
| Arkadios Wealth Advisors | $362.2K | 44,491 | 0.01% | 17q | +86.2%+$167.7K |
| MetLife Investment Management, LLC | $360.6K | 44,300 | 0.00% | 19q | -4.0%-$15.1K |
| Russell Investments Group, Ltd. | $352.7K | 43,332 | 0.00% | 9q | +520.3%+$295.9K |
| Connor, Clark & Lunn Investment Management Ltd. | $344.6K | 42,331 | 0.00% | new | NEW |
| Belpointe Asset Management LLC | $328.2K | 40,314 | 0.01% | 4q | +233.2%+$229.7K |
| Miller Global Investments, LLC | $320.9K | 39,420 | 0.27% | 3q | HELD |
| Fifth Third Wealth Advisors LLC | $309.0K | 37,960 | 0.01% | new | NEW |
| HUB Investment Partners, LLC | $307.9K | 37,822 | 0.01% | new | NEW |
| Jupiter Topco LLC | $294.2K | 36,116 | 0.00% | new | FIRST |
| Arete Wealth Advisors, LLC | $293.7K | 36,079 | 0.01% | new | NEW |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | $291.2K | 35,779 | 0.00% | 9q | -98.8%-$24.9M |
| OSAIC HOLDINGS, INC. | $270.1K | 33,180 | 0.00% | 19q | -11.9%-$36.7K |
| INDEPENDENT FINANCIAL GROUP, LLC | $263.3K | 32,341 | 0.00% | 6q | -75.7%-$819.2K |
| State of Tennessee, Department of Treasury | $260.4K | 31,988 | 0.00% | 19q | -3.5%-$9.4K |
| Vanguard Global Advisers, LLC | $254.8K | 31,303 | 0.00% | 2q | HELD |
| Cresset Asset Management, LLC | $250.0K | 29,974 | 0.00% | 8q | HELD |
| ROYAL BANK OF CANADA | $230.0K | 28,257 | 0.00% | 19q | +4.9%+$10.7K |
| EntryPoint Capital, LLC | $224.2K | 27,543 | 0.05% | 5q | -21.6%-$61.9K |
| Quantinno Capital Management LP | $221.6K | 27,221 | 0.00% | 5q | -36.7%-$128.7K |
| Creative Planning | $218.6K | 26,859 | 0.00% | 17q | -19.6%-$53.3K |
| FOX RUN MANAGEMENT, L.L.C. | $218.3K | 26,816 | 0.04% | new | NEW |
Showing the largest 100 of 245 reported holders.
Quarter by quarter
Coverage begins with the quarter ending 2018-12-31. Earlier filings exist only as occasional late amendments, too sparse to describe a market, so they are not shown.
| Quarter | Holders | Value | Shares | New | Added | Trimmed | Options |
|---|---|---|---|---|---|---|---|
| Q2 2026 | 228 | $402.7M | 48,220,135 | 62 | 58 | 69 | 2.4% |
| Q1 2026 | 192 | $429.4M | 47,876,594 | 36 | 50 | 63 | 5.0% |
| Q4 2025 | 191 | $474.4M | 47,132,210 | 25 | 55 | 67 | 0.1% |
| Q3 2025 | 194 | $526.7M | 47,859,231 | 31 | 57 | 60 | 1.1% |
| Q2 2025 | 187 | $546.6M | 49,076,501 | 27 | 68 | 54 | 3.8% |
| Q1 2025 | 190 | $657.8M | 49,842,305 | 27 | 61 | 59 | 3.6% |
| Q4 2024 | 178 | $627.2M | 49,203,178 | 20 | 54 | 54 | 1.4% |
| Q3 2024 | 166 | $636.8M | 48,300,695 | 20 | 48 | 58 | 0.8% |
| Q2 2024 | 167 | $609.5M | 48,129,833 | 26 | 48 | 57 | 0.3% |
| Q1 2024 | 151 | $646.7M | 48,215,733 | 19 | 40 | 58 | 0.3% |
| Q4 2023 | 157 | $655.1M | 48,311,023 | 16 | 51 | 48 | 0.2% |
| Q3 2023 | 156 | $613.3M | 46,185,986 | 13 | 49 | 51 | 0.1% |
| Q2 2023 | 156 | $658.9M | 46,391,328 | 22 | 43 | 56 | 0.2% |
| Q1 2023 | 146 | $542.5M | 45,324,733 | 11 | 39 | 60 | 0.1% |
| Q4 2022 | 143 | $563.1M | 43,537,664 | 23 | 43 | 42 | 0.1% |
| Q3 2022 | 180 | $513.1M | 47,393,057 | 24 | 63 | 59 | 0.1% |
| Q2 2022 | 181 | $645.0M | 47,630,131 | 74 | 77 | 19 | 0.0% |
| Q1 2022 | 129 | $338.8M | 24,174,668 | 32 | 32 | 38 | 0.1% |
| Q4 2021 | 123 | $348.7M | 23,212,792 | 115 | 1 | 0 | 0.4% |
| Q3 2021 | 1 | $767.0K | 45,576 | 1 | 0 | 0 | 0.0% |