Brightspire Capital, Inc.: which funds bought and sold

Institutions that bought and sold Brightspire Capital shares in Q2 2026, from the holdings they reported to the SEC on Form 13F for March 31, 2026 and June 30, 2026.

Between March 31, 2026 and June 30, 2026, 114 institutions that filed 13F reports for both quarters added to or opened positions in Brightspire Capital, and 78 cut or closed them. Together they sold a net 8.0M shares, −9.3% on what they held at the start of the quarter. Active managers and hedge funds on our list were net buyers of 2.4M shares (+31.9%); index fund managers were net sellers of 2.9M shares (−9.3%). 46 opened a new position and 10 sold out entirely.

Bought, Q2 2026 114 institutions, 46 of them new holders Sold, Q2 2026 78 institutions, 10 of them sold out

Net change, all compared −8.0M shares (−9.3%)

Net change, active managers +2.4M shares (+31.9%), 14 bought, 6 sold

Buyers versus sellers

institutions compared, 236

114 bought 44 78 sold

Active managers and hedge funds 14 bought · 6 sold · +2.4M

Index fund managers 3 bought · 7 sold · −2.9M

Other institutions 97 bought · 65 sold · −7.6M

Biggest buyers

by change in shares held

Biggest buyers
Institution	Change in shares	Shares June 30, 2026	Value
Qube Research & Technologies Ltd Hedge fund	+1.0M New position	1.0M	$5.7M
Millennium Management LLC Hedge fund	+921K +79.0%	2.1M	$11.4M
Nuveen, LLC	+893K +377.2%	1.1M	$6.2M
Waterfall Asset Management, LLC	+604K +41.0%	2.1M	$11.3M
Cambridge Investment Research Advisors, Inc.	+381K +98.1%	769K	$4.2M
Jpmorgan Chase & Co	+347K +31.4%	1.5M	$7.9M
Two Sigma Investments, LP Hedge fund	+329K +27.0%	1.5M	$8.4M
Y-Intercept (Hong Kong) Ltd	+272K +231.7%	389K	$2.1M
Allianz Asset Management Gmbh	+220K +53.7%	631K	$3.4M
Jane Street Group, LLC	+166K +472.1%	201K	$1.1M
CIBC Bancorp Usa Inc.	+158K New position	158K	$861,171
FMR LLC Active manager	+145K +208.8%	215K	$1.2M
California State Teachers Retirement System	+142K +109.8%	272K	$1.5M
Schonfeld Strategic Advisors LLC Hedge fund	+142K New position	142K	$775,648
Geode Capital Management, LLC Index funds	+121K +3.8%	3.3M	$18M
Mirae Asset Global Etfs Holdings Ltd.	+110K +3.0%	3.7M	$20.4M
Atom Investors LP	+96K New position	96K	$522,671
Arrowstreet Capital, Limited Partnership Hedge fund	+93K +276.6%	126K	$688,297
UBS Group AG	+92K +36.0%	346K	$1.9M
Punch & Associates Investment Management, Inc.	+86K +3.7%	2.4M	$13.1M

Biggest buyers, active managers and hedge funds
Institution	Change in shares	Shares June 30, 2026	Value
Qube Research & Technologies Ltd Hedge fund	+1.0M New position	1.0M	$5.7M
Millennium Management LLC Hedge fund	+921K +79.0%	2.1M	$11.4M
Two Sigma Investments, LP Hedge fund	+329K +27.0%	1.5M	$8.4M
FMR LLC Active manager	+145K +208.8%	215K	$1.2M
Schonfeld Strategic Advisors LLC Hedge fund	+142K New position	142K	$775,648
Arrowstreet Capital, Limited Partnership Hedge fund	+93K +276.6%	126K	$688,297
Jain Global LLC Hedge fund	+59K New position	59K	$320,209
Jupiter Asset Management Ltd Active manager	+46K New position	46K	$250,226
Federated Hermes, Inc. Active manager	+45K +2.9%	1.6M	$8.6M
Price T Rowe Associates Inc Active manager	+38K +20.1%	230K	$1.3M

Biggest sellers

by change in shares held

Biggest sellers
Institution	Change in shares	Shares June 30, 2026	Value
Nut Tree Capital Management, LP	−9.1M −82.4%	1.9M	$10.6M
Vanguard Portfolio Management LLC Index funds	−2.4M −70.1%	1.0M	$5.5M
Goldman Sachs Group Inc	−585K −22.2%	2.1M	$11.2M
North Ground Capital	−508K −31.8%	1.1M	$6M
Citigroup Inc	−367K −63.2%	214K	$1.2M
Private Advisor Group, LLC	−358K −87.3%	52K	$283,651
Charles Schwab Investment Management Inc Index funds	−335K −16.1%	1.7M	$9.5M
Alpine Global Management, LLC	−306K −34.1%	592K	$3.2M
Almitas Capital LLC	−247K −24.3%	769K	$4.2M
Blackrock, Inc. Index funds	−219K −2.0%	10.7M	$58.4M
Lighthouse Investment Partners, LLC Hedge fund	−175K −28.0%	448K	$2.4M
Citadel Advisors LLC Hedge fund	−171K −71.0%	70K	$381,053
Nomura Holdings Inc	−150K −3.8%	3.8M	$20.9M
Morgan Stanley	−123K −8.6%	1.3M	$7.1M
Xtx Topco Ltd	−83K −79.1%	22K	$119,987
Renaissance Technologies LLC Hedge fund	−83K −28.2%	211K	$1.1M
Van Eck Associates Corp	−74K −5.8%	1.2M	$6.5M
State Of New Jersey Common Pension Fund D	−72K −18.2%	323K	$1.8M
Caption Management, LLC	−71K Sold out	0	—
NISA Investment Advisors, LLC	−63K −83.7%	12K	$68,975

Biggest sellers, active managers and hedge funds
Institution	Change in shares	Shares June 30, 2026	Value
Lighthouse Investment Partners, LLC Hedge fund	−175K −28.0%	448K	$2.4M
Citadel Advisors LLC Hedge fund	−171K −71.0%	70K	$381,053
Renaissance Technologies LLC Hedge fund	−83K −28.2%	211K	$1.1M
AQR Capital Management LLC Hedge fund	−14K −2.9%	460K	$2.5M
Engineers Gate Manager LP Hedge fund	−13K Sold out	0	—
Intech Investment Management LLC Active manager	−1,094 −3.8%	28K	$151,030

New positions

largest by value

Institution	Shares	Value June 30, 2026
Qube Research & Technologies LtdHedge fund	1.0M	$5.7M
CIBC Bancorp Usa Inc.	158K	$861,171
Schonfeld Strategic Advisors LLCHedge fund	142K	$775,648
Atom Investors LP	96K	$522,671
Sanctuary Advisors, LLC	69K	$378,165
Jain Global LLCHedge fund	59K	$320,209
Anchyra Partners LLC	53K	$288,872
Jupiter Asset Management LtdActive manager	46K	$250,226
Able Wealth Management LLC	44K	$240,498
Park Capital Management, LLC / Wi	42K	$227,538

Sold out

largest by value

Institution	Shares	Value March 31, 2026
Caption Management, LLC	71K	$395,175
Inceptionr LLC	15K	$84,963
Engineers Gate Manager LPHedge fund	13K	$73,797
Osbon Capital Management LLC	7,726	$43,266
Sound Income Strategies, LLC	3,532	$19,638
Mai Capital Management	441	$2,470
Root Financial Partners, LLC	263	$1,473
Bare Financial Services, Inc	252	$1,411
Basecamp Wealth Advisors LLC	8	$45
Dunhill Financial, LLC	2	$13

Who holds the shares

13F holdings at June 30, 2026

Institutions reporting: 229
Ten largest holders: 53.1%
Index fund managers: 35.3%
Active managers and hedge funds: 12.8%

Buying and selling by type of institution, March 31, 2026 to June 30, 2026
Type	Bought	Sold	New	Sold out	Net change in shares	Net %
Active managers and hedge funds	14	6	6	1	+2.4M	+31.9%
Index fund managers	3	7	0	0	−2.9M	−9.3%
Other institutions	97	65	40	9	−7.6M	−15.8%

Active managers and hedge funds: a list we maintain of about 400 well-known stock-picking firms and hedge funds, matched by SEC registration number (CIK) and checked against the filer names each quarter. Index fund managers: the large index houses, such as BlackRock, Vanguard, State Street, Geode and Northern Trust. Every other filer (banks, brokers, wealth managers, pension funds, insurers and firms not on the list) counts as another institution. A firm that files under several SEC registrations appears once for each.

What these filings can and cannot tell you

Form 13F lists the long positions in US-listed shares held by investment managers with more than $100 million in such holdings. Managers file it up to 45 days after each quarter ends, so this page shows what funds held at the end of each quarter, not what they are doing now: a position may have changed since. Short positions, most derivatives and smaller managers are not included, and a cut can mean a fund lost clients or rebalanced rather than a view on Brightspire Capital.

Only managers that filed a holdings report for both quarters are compared (236 here). 9 other holders are left out: first-time or late filers, firms that changed their SEC registration, and filings that withheld positions under confidential treatment, any of which would otherwise look like a new position or a sale. Figures are as reported by each manager in the SEC's quarterly 13F data sets; option positions are excluded.

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