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 60.96% institutional investors, 0.11% insiders, and 38.94% 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 6.05% of its assets in Franklin BSP Realty Trust shares.

FBRT Ownership Benchmark


TypeName% Inst% Insiders% Retail
StockFranklin BSP Realty Trust60.96%0.11%38.94%
SectorReal Estate Stocks 69.85%9.10%21.05%
IndustryMortgage REIT Stocks51.49%5.03%43.48%

Institutional Shareholders


Top Institutional Shareholders by Total Shares

HolderShares% HoldingValue
Blackrock13.61M16.59%$171.44M
Blackrock funding, inc. /de13.16M16.02%$140.69M
Vanguard group9.10M11.13%$114.11M
State street3.45M4.22%$44.51M
Geode capital management1.93M2.35%$24.16M
Franklin resources1.50M1.83%$18.82M
Strong tower advisory services1.41M1.71%$15.06M
Charles schwab investment management1.16M1.42%$14.58M
Invesco1.14M1.39%$14.26M
Cliffwater1.02M1.24%$10.93M

Top Institutional Shareholders by % of Total Assets

HolderShares% AssetsValue
Gratia capital622.62K7.64%$7.81M
Strong tower advisory services1.41M2.97%$15.06M
Cliffwater1.02M2.25%$10.93M
Orchard capital management153.83K1.82%$1.64M
Graniteshares advisors224.12K1.47%$2.40M
Rps advisory solutions78.88K0.62%$989.11K
Axs investments129.88K0.57%$1.39M
Condor capital management432.53K0.40%$4.62M
Financial management network128.75K0.34%$1.64M
Entrypoint capital38.67K0.21%$413.35K

Top Buyers

HolderShares% AssetsChange
Ubs group692.66K0.00%563.88K
Balyasny asset management396.36K0.01%396.36K
Gratia capital622.62K7.64%326.12K
Charles schwab investment management1.16M0.00%136.69K
Exoduspoint capital management, lp121.82K0.01%121.82K

Top Sellers

HolderShares% AssetsChange
Cliffwater1.02M2.25%-1.17M
Blackrock funding, inc. /de13.16M0.00%-563.93K
1832 asset management---400.00K
Franklin resources1.50M0.01%-382.77K
Blackrock13.61M0.00%-377.55K

New Positions

HolderShares% AssetsChangeValue
Exoduspoint capital management, lp121.82K0.01%121.82K$1.30M
Srs capital advisors89.33K0.04%89.33K$954.92K
Graham capital management43.59K0.01%43.59K$466.02K
Entrypoint capital38.67K0.21%38.67K$413.35K
Arrowstreet capital, limited partnership33.99K0.00%33.99K$363.40K

Sold Out

HolderChange
Mendota financial group-5.00
Lindbrook capital-10.00
Assetmark-12.00
Quadrant capital group-17.00
Stephens consulting-30.00

Institutional Ownership Trends


DateHoldingsChange %SharesChange %OwnershipChange %Increased PositionChange %Decreased PositionChange %
Jun 30, 2025209-1.42%50,094,313-0.28%601.63%11720.62%58-22.67%
Mar 31, 20252125.47%50,581,7430.15%611.62%986.52%757.14%
Dec 31, 202497-48.68%34,097,908-31.23%411.13%40-49.37%37-50.00%
Sep 30, 2024189-49,580,6970.32%601.66%79-14.13%7412.12%
Jun 30, 20241872.75%49,399,4191.81%601.72%9122.97%66-15.38%

Top Mutual Funds Shareholders


HolderShares% HoldingChange
iShares Core S&P Small-Cap ETF4.98M6.05%860.00
Vanguard US Total Market Shares ETF2.59M3.15%-
Vanguard Total Stock Mkt Idx Inv2.57M3.12%-56.98K
iShares Russell 2000 ETF2.01M2.45%-38.22K
Vanguard Small Cap Index1.99M2.42%-13.34K
Fuh Hwa FTSE Mortgage REITs ETF1.64M2.00%168.05K
Vanguard Small Cap Value Index Inv1.28M1.56%-1.13K
iShares Mortgage Real Estate Capped ETF1.05M1.28%5.98K
Vanguard Institutional Extnd Mkt Idx Tr884.94K1.08%-401.95K
Fidelity Small Cap Index848.71K1.03%-13.28K

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
2025 Q1--
2024 Q3--
2024 Q2--
2024 Q1--
2023 Q21-

FBRT Ownership FAQ


Who Owns Franklin BSP Realty Trust?

Franklin BSP Realty Trust shareholders are primarily institutional investors at 60.96%, followed by 0.11% insiders and 38.93% retail investors. The average institutional ownership in Franklin BSP Realty Trust's industry, Mortgage REIT Stocks, is 51.49%, 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%), Blackrock funding, inc. /de (13.16M shares, 16.02%), and Vanguard group (9.1M shares, 11.13%). Together, they hold 43.73% 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 6.05% of its total shares outstanding invested in 4.98M Franklin BSP Realty Trust shares.

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