Franklin BSP Realty Trust, Inc.: which funds bought and sold

Institutions that bought and sold Franklin BSP Realty Trust 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, 121 institutions that filed 13F reports for both quarters added to or opened positions in Franklin BSP Realty Trust, and 104 cut or closed them. Together they sold a net 2.0M shares, −4.0% on what they held at the start of the quarter. Active managers and hedge funds on our list were net buyers of 865K shares (+28.4%); index fund managers were net sellers of 1.9M shares (−6.8%). 57 opened a new position and 25 sold out entirely.

Bought, Q2 2026 121 institutions, 57 of them new holders Sold, Q2 2026 104 institutions, 25 of them sold out

Net change, all compared −2.0M shares (−4.0%)

Net change, active managers +865K shares (+28.4%), 17 bought, 7 sold

Buyers versus sellers

institutions compared, 263

121 bought 38 104 sold

Active managers and hedge funds 17 bought · 7 sold · +865K

Index fund managers 2 bought · 8 sold · −1.9M

Other institutions 102 bought · 89 sold · −932K

Biggest buyers

by change in shares held

Biggest buyers
Institution	Change in shares	Shares June 30, 2026	Value
Waterfall Asset Management, LLC	+758K New position	758K	$6.2M
Nuveen, LLC	+660K +397.1%	826K	$6.7M
Qube Research & Technologies Ltd Hedge fund	+445K New position	445K	$3.6M
Goldman Sachs Group Inc	+240K +90.3%	506K	$4.1M
Citadel Advisors LLC Hedge fund	+227K +242.3%	320K	$2.6M
UBS Am, A Distinct Business Unit Of UBS Asset Management Americas LLC	+202K +8465.7%	204K	$1.7M
Almitas Capital LLC	+199K +201.0%	298K	$2.4M
Morgan Stanley	+172K +19.9%	1.0M	$8.4M
Jane Street Group, LLC	+165K New position	165K	$1.3M
UBS Group AG	+143K +11.9%	1.3M	$11M
Invesco Ltd.	+111K +6.4%	1.9M	$15.1M
Orchard Capital Management, LLC	+106K +65.6%	268K	$2.2M
Raymond James Financial Inc	+98K +65.3%	249K	$2M
Jpmorgan Chase & Co	+88K +260.0%	121K	$988,367
Susquehanna International Group, LLP	+82K +118.1%	152K	$1.2M
Universal- Beteiligungs- Und Servicegesellschaft Mbh	+79K +53.4%	228K	$1.9M
Atom Investors LP	+76K New position	76K	$616,149
D. E. Shaw & Co., Inc. Hedge fund	+72K New position	72K	$583,378
Squarepoint Ops LLC Hedge fund	+69K New position	69K	$563,711
Y-Intercept (Hong Kong) Ltd	+64K New position	64K	$522,678

Biggest buyers, active managers and hedge funds
Institution	Change in shares	Shares June 30, 2026	Value
Qube Research & Technologies Ltd Hedge fund	+445K New position	445K	$3.6M
Citadel Advisors LLC Hedge fund	+227K +242.3%	320K	$2.6M
D. E. Shaw & Co., Inc. Hedge fund	+72K New position	72K	$583,378
Squarepoint Ops LLC Hedge fund	+69K New position	69K	$563,711
Millennium Management LLC Hedge fund	+62K +150.6%	104K	$846,470
Jupiter Asset Management Ltd Active manager	+31K +149.3%	52K	$422,181
Gabelli Funds LLC Active manager	+20K +3.5%	576K	$4.7M
Graham Capital Management, L.P. Hedge fund	+14K New position	14K	$117,835
Exoduspoint Capital Management, LP Hedge fund	+14K New position	14K	$113,610
AQR Capital Management LLC Hedge fund	+14K +38.1%	50K	$406,633

Biggest sellers

by change in shares held

Biggest sellers
Institution	Change in shares	Shares June 30, 2026	Value
Mirae Asset Global Etfs Holdings Ltd.	−3.1M −98.8%	36K	$291,241
Vanguard Portfolio Management LLC Index funds	−1.5M −54.0%	1.3M	$10.4M
Gratia Capital, LLC	−509K −22.4%	1.8M	$14.4M
Condor Capital Management	−338K Sold out	0	—
Prudential Financial Inc	−258K −71.3%	104K	$845,958
Varcov Co.	−137K Sold out	0	—
Vanguard Capital Management LLC Index funds	−131K −3.7%	3.4M	$27.9M
Blackrock, Inc. Index funds	−119K −0.9%	13.0M	$106M
Van Eck Associates Corp	−116K −14.1%	706K	$5.7M
Charles Schwab Investment Management Inc Index funds	−107K −8.8%	1.1M	$9M
Independent Financial Group, LLC	−101K −75.7%	32K	$263,255
Strong Tower Advisory Services	−87K Sold out	0	—
Great Lakes Advisors, LLC	−85K Sold out	0	—
Two Sigma Investments, LP Hedge fund	−74K −79.2%	20K	$159,007
Freestone Grove Partners LP Hedge fund	−63K Sold out	0	—
Farther Finance Advisors, LLC	−62K −86.2%	9,930	$80,833
Bank Of America Corp	−41K −33.1%	84K	$680,399
Rhumbline Advisers Index funds	−41K −17.6%	191K	$1.6M
Public Sector Pension Investment Board	−27K −9.4%	264K	$2.2M
Mercer Global Advisors Inc	−25K −66.9%	12K	$99,785

Biggest sellers, active managers and hedge funds
Institution	Change in shares	Shares June 30, 2026	Value
Two Sigma Investments, LP Hedge fund	−74K −79.2%	20K	$159,007
Freestone Grove Partners LP Hedge fund	−63K Sold out	0	—
Jain Global LLC Hedge fund	−15K Sold out	0	—
Intech Investment Management LLC Active manager	−9,264 −36.2%	16K	$133,138
Jennison Associates LLC Active manager	−2,470 −2.0%	124K	$1M
Victory Capital Management Inc Active manager	−381 −0.4%	88K	$717,240
Franklin Resources Inc Active manager	−290 0.0%	1.5M	$12.2M

New positions

largest by value

Institution	Shares	Value June 30, 2026
Waterfall Asset Management, LLC	758K	$6.2M
Qube Research & Technologies LtdHedge fund	445K	$3.6M
Jane Street Group, LLC	165K	$1.3M
Atom Investors LP	76K	$616,149
D. E. Shaw & Co., Inc.Hedge fund	72K	$583,378
Squarepoint Ops LLCHedge fund	69K	$563,711
Y-Intercept (Hong Kong) Ltd	64K	$522,678
Anchyra Partners LLC	45K	$367,961
Connor, Clark & Lunn Investment Management Ltd.	42K	$344,575
Fifth Third Wealth Advisors LLC	38K	$308,994

Sold out

largest by value

Institution	Shares	Value March 31, 2026
Condor Capital Management	338K	$2.9M
Varcov Co.	137K	$1.2M
Strong Tower Advisory Services	87K	$736,499
Great Lakes Advisors, LLC	85K	$724,138
Freestone Grove Partners LPHedge fund	63K	$530,829
Sei Investments Co	21K	$176,980
Jain Global LLCHedge fund	15K	$127,129
SG Americas Securities, LLC	15K	$124,000
Brookstone Capital Management	12K	$105,972
Coldstream Capital Management Inc	11K	$89,519

Who holds the shares

13F holdings at June 30, 2026

Institutions reporting: 242
Ten largest holders: 64.3%
Index fund managers: 53.9%
Active managers and hedge funds: 8.2%

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	17	7	9	2	+865K	+28.4%
Index fund managers	2	8	0	0	−1.9M	−6.8%
Other institutions	102	89	48	23	−932K	−5.0%

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 Franklin BSP Realty Trust.

Only managers that filed a holdings report for both quarters are compared (263 here). 8 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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