DaveManuel.com · Institutional Ownership · Who Owns It
FRANKLIN BSP RLTY TR INC (FBRT)
Institutional ownership reported to the SEC as of Q2 2026, across 21 quarters.
245
Reporting holders
$397.4M
Reported value
57.3%
Of shares outstanding
2.4%
Calls
0.0%
Puts
+32
Holder change
Institutions report 47,567,112 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.
Calls and puts are the parts of reported value carried in derivative lines rather than shares, and they point in opposite directions: a manager holding calls is positioned for the security, one holding puts against it - or hedging shares they already own, which is why index funds carry so many. Most sites add the two together and report one figure, which averages away the only interesting part.
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 |
| 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 incl. $2.4M options CALL | 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 incl. $3.2M options CALL | 151,684 | 0.00% | 19q | +118.1%+$2.4M |
| 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 CALL | options only | 0.02% | 2q | OPTIONS |
| Q Global Advisors, LLC | $3.2M | 398,078 | 2.07% | 3q | HELD |
| PRINCIPAL FINANCIAL GROUP INC | $3.0M | 371,976 | 0.00% | 19q | -6.2%-$198.8K |
| 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 |
| Public Sector Pension Investment Board | $2.2M | 264,385 | 0.01% | 19q | -9.4%-$222.8K |
| RAYMOND JAMES FINANCIAL INC | $2.0M | 248,913 | 0.00% | 7q | +65.3%+$800.4K |
| JANE STREET GROUP, LLC | $2.0M incl. $632.5K options CALL | 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 |
| EXCHANGE TRADED CONCEPTS, LLC | $1.2M | 153,224 | 0.01% | 4q | +3.3%+$39.4K |
| Penserra Capital Management LLC | $1.2M | 145,248 | 0.01% | 15q | +23.6%+$225.7K |
| AMERIPRISE FINANCIAL INC | $1.0M | 124,706 | 0.00% | 19q | -11.6%-$133.7K |
| 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 |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM | $729.7K | 89,646 | 0.00% | 19q | +17.6%+$109.1K |
| 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 |
| PRICE T ROWE ASSOCIATES INC /MD/ | $674.0K | 82,794 | 0.00% | 19q | +7.2%+$45.2K |
| 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 | +91.1%+$277.7K |
| 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 |
| Cambridge Investment Research Advisors, Inc. | $470.0K | 57,778 | 0.00% | 17q | +103.3%+$238.8K |
| 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 |
| Thrivent Financial for Lutherans | $411.0K | 50,539 | 0.00% | 19q | -7.2%-$31.7K |
| 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 |
| NEW YORK STATE TEACHERS RETIREMENT SYSTEM | $324.0K | 39,847 | 0.00% | 19q | +8.8%+$26.3K |
| 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 |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | $291.2K | 35,779 | 0.00% | 9q | -98.8%-$24.9M |
| Louisiana State Employees Retirement System | $274.3K | 33,700 | 0.00% | 19q | -6.9%-$20.4K |
| OSAIC HOLDINGS, INC. | $270.1K | 33,180 | 0.00% | 19q | -11.9%-$36.7K |
| INDEPENDENT FINANCIAL GROUP, LLC | $263.3K | 32,341 | 0.00% | 19q | -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 |
Five percent filings
Anyone crossing 5% of a company must say so within days - far sooner than the next quarterly holdings report. A 13D declares an intent to influence the company; a 13G is the passive version. See all activist filings →
| Filed | Form | Filer | % of class |
|---|---|---|---|
| 2026-10-30 | 13G/A | Vanguard Capital Management | 4.9% |
| 2026-10-05 | 13G/A | BlackRock, Inc. | 9.8% |
What the company announced
Form 8-K filings from the last 120 days, showing only the items worth a reader's attention. Earnings releases, exhibit attachments and general disclosures are filed constantly and are left out. Filed is when the SEC received it; event is the date the company says the thing happened.
| Filed | Event date | What | Source |
|---|---|---|---|
| 2026-09-17 | 2026-09-15 | Directors or officers departed or appointed | filing |
What the insiders did
Open market purchases and sales reported on Form 4 in the last 180 days. Grants, option exercises and shares surrendered to cover tax are left out: they are compensation rather than a decision to buy or sell. Where a broker filled one order in tranches the lines are summed, because it was one decision.
Officers and directors
| Date | Insider | Role | Side | Shares | Value |
|---|---|---|---|---|---|
| 2026-06-15 | ORTALE BUFORD H | Director | Bought | 29,597 | $291.6K ×2 |
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 |
|---|---|---|---|---|---|---|---|
| Q3 2026 | 40 | $2.6M | 412,038 | 8 | 10 | 15 | 0.0% |
| Q2 2026 | 245 | $397.4M | 47,567,112 | 59 | 63 | 77 | 2.4% |
| Q1 2026 | 213 | $442.3M | 49,392,329 | 36 | 58 | 71 | 4.8% |
| Q4 2025 | 212 | $490.9M | 48,721,646 | 26 | 64 | 73 | 0.1% |
| Q3 2025 | 219 | $541.0M | 49,180,658 | 34 | 67 | 66 | 1.1% |
| Q2 2025 | 212 | $561.9M | 50,500,261 | 32 | 75 | 60 | 3.7% |
| Q1 2025 | 214 | $674.2M | 51,134,974 | 28 | 66 | 72 | 3.5% |
| Q4 2024 | 203 | $647.3M | 50,809,959 | 21 | 60 | 67 | 1.4% |
| Q3 2024 | 191 | $658.1M | 49,937,801 | 23 | 53 | 70 | 0.8% |
| Q2 2024 | 191 | $630.9M | 49,832,595 | 27 | 57 | 64 | 0.3% |
| Q1 2024 | 180 | $672.5M | 50,151,964 | 22 | 47 | 70 | 0.3% |
| Q4 2023 | 181 | $680.1M | 50,158,072 | 17 | 57 | 58 | 0.2% |
| Q3 2023 | 185 | $643.6M | 48,472,644 | 18 | 56 | 60 | 0.1% |
| Q2 2023 | 181 | $692.1M | 48,737,891 | 25 | 54 | 63 | 0.2% |
| Q1 2023 | 177 | $584.6M | 48,839,046 | 14 | 49 | 70 | 0.1% |
| Q4 2022 | 187 | $896.6M | 69,324,392 | 25 | 51 | 68 | 0.0% |
| Q3 2022 | 174 | $722.5M | 66,837,560 | 21 | 62 | 60 | 0.1% |
| Q2 2022 | 177 | $914.4M | 67,618,282 | 74 | 74 | 18 | 0.0% |
| Q1 2022 | 125 | $377.2M | 26,923,415 | 31 | 31 | 37 | 0.1% |
| Q4 2021 | 121 | $497.4M | 33,160,788 | 113 | 1 | 0 | 0.3% |
| Q3 2021 | 1 | $767.0K | 45,576 | 1 | 0 | 0 | 0.0% |