Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

Franklin Bsp Rlty Tr Inc (FBRT)

239 + Investors. Track Smart Money conviction in FBRT. See who's accumulating, reducing, or initiating positions.

Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↑ +31
Streak
2Q ▲
Buyers last Q
53%

Smart Money Signals — FBRT

Based on 242 hedge funds · latest filing: 2026 Q2 · updated quarterly

📈

Buying streak — 2 quarters in a row

last 6Q
For 2 consecutive quarters, more hedge funds added FBRT than sold it. That's a consistent pattern of professional buying — not a one-time trade. When institutions keep buying quarter after quarter, it usually means they see a multi-year opportunity, not just a short-term momentum flip.
🏔️

At the ownership peak (100% of max)

100% of all-time peak
242 hedge funds hold FBRT right now — the highest count in 3.0 years. When ownership is this concentrated, any bad news can trigger a chain reaction: one big fund sells, others follow. This is a classic 'crowded trade' — high popularity doesn't equal safety.
📶

Steady growth — +17% more funds vs a year ago

fund count last 6Q
+35 new funds entered over the past year (+17% YoY). Gradual, steady growth in institutional ownership is generally a healthy signal — not a speculative rush, but consistent conviction.
🟡

Slight buying edge — 53% buying

128 buying113 selling
Last quarter: 128 funds bought or added vs 113 that reduced or exited. It's nearly a 50/50 split — some institutions are convinced, others are taking profits. This mixed picture is normal near price highs.
📈

More new buyers each quarter (+22 vs last Q)

new funds entering per quarter
Funds opening a new FBRT position: 37 → 32 → 43 → 65. A growing influx of new institutional buyers means the asset is still gathering momentum — the consensus hasn't fully saturated yet.
🔒

50% of holders stayed for 2+ years

■ 50% conviction (2yr+) ■ 20% medium ■ 30% new
121 out of 242 hedge funds have held FBRT for over 2 years without selling. Long-term investors are generally harder to shake out during market stress, creating a stable ownership base that limits the risk of sudden capitulation.
💰

Price up while funds trimmed (+12% value, -5% shares)

Value
+11%
Shares
-5%
Last quarter: total value of institutional FBRT holdings rose +12% even though funds reduced share count by 5%. The stock price increased enough to offset the selling. Institutions are quietly trimming into price strength — watch for rotation.
🚀

Acceleration phase — new buyers rushing in

35 → 37 → 32 → 43 → 65 new funds/Q
New funds entering each quarter: 37 → 32 → 43 → 65. The pace of institutional discovery is accelerating sharply. This is the 'hot idea' phase — the thesis is being passed from fund to fund. You are not late — the accumulation wave is still building.
🏛️

Veteran-anchored — 58% veterans vs 31% newcomers

■ 58% veterans ■ 11% 1-2yr ■ 31% new
Entry-cohort mix of 245 holders: 141 (58%) are 2+ year veterans, 27 entered 1–2 years ago, and 77 (31%) joined within the past year. A veteran-weighted cap table skews toward institutional memory over fresh momentum.
🏆

Elite ownership — 72% AUM from top-100 funds

72% from top-100 AUM funds
45 of 241 holders are among the 100 largest funds by AUM, controlling 72% of total institutional value in FBRT. When the biggest players dominate the cap table, it signifies deep institutional support — since mega-funds deploy the most rigorous due diligence and capital.
3.9
out of 10
Low Exit Risk
Exit risk score 3.9/10 — low institutional crowding. Ownership is below peak levels, holder base is relatively sticky, and buying momentum is positive.

Methodology note: these Smart Money cards use consecutive 13F disclosure snapshots, not trade-by-trade execution data. "Buying", "selling", "new holders", and "trimmed" refer to quarter-over-quarter changes in reported holders, aggregate shares, or disclosed position values between filings. They are useful for ownership regime analysis and crowding, but they do not imply exact trade timing on the filing date.

Institutional Sentiment Summary — FBRT

In 2026 Q2, 128 hedge funds were net buyers of FBRT (65 opened a new position, 63 added to an existing one), while 113 reduced or exited (79 trimmed, 34 sold completely) — a 53% buyer ratio, indicating a slight buying edge. Net buying has persisted for two consecutive quarters, a positive momentum signal. 72% of total institutional value in FBRT is held by top-100 AUM funds, reflecting elite-tier ownership quality. Net fund flow last quarter: +31 funds (more new holders than closures). Total institutional holders: 242.

Hedge Fund Ownership: FBRT

How many hedge funds hold FBRT — quarterly history vs. share price
Quarterly hedge fund ownership of FBRT vs. share price

Market Analysis: FBRT

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: FBRT

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Institutional ownership data sourced from SEC EDGAR Form 13F-HR filings.

Loading signal freshness…
Smart Money Signal ?
Limited Smart Money Interest

No strong consensus or elite conviction detected among institutional holders.

13 top-rated funds 2 high-conviction
Consensus
5.0
/ 10
breadth
×
Elite
1.7
/ 10
conviction
Hedge Fund Positioning: FBRT
239 + Investors

Track Smart Money conviction in FBRT. See who's accumulating, reducing, or initiating positions.

Metric All 13F Filers (2026 Q2) Prior (2026 Q1) Change
Funds Holding 239 211 13.27%
13F Shares 49M 52M -6.54%
Total Value $389M $429M -9.26%
New Positions 64 43 +21
Increased Positions 61 63 -2
Closed Positions 35 38 -3
Reduced Positions 79 69 +10
Total Calls 4 3 33.33%
Total Puts 0 0 -
PUT/CALL Ratio 0.0 0.0 Bullish

Statistics: FBRT

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Institutional Holders (2026 Q2)

239 + investors

Explore institutional interest and hedge fund ownership dynamics. Analyze portfolio weights, new positions, and conviction trends in FBRT. Verified SEC 13F-HR filings.

QUARTER:
Top 25 FBRT holders by conviction (% of portfolio weight) — 2026 Q2 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Gratia Capital, LLC 8.71% 1,769,370 $14.4M
2 Waterfall Asset Management, LLC 3.78% 758,000 $6.2M
3 Orchard Capital Management, LLC 2.12% 267,856 $2.2M
4 Almitas Capital LLC 0.58% 298,190 $2.4M
5 Miller Global Investments, LLC 0.27% 39,420 $321K
6 Denali Advisors LLC 0.15% 180,800 $1.5M
7 Financial Management Network Inc 0.12% 106,604 $870K
8 Anchyra Partners LLC 0.09% 45,204 $368K
9 Concorde Asset Management, LLC 0.08% 16,900 $141K
10 Park Capital Management, LLC / WI 0.08% 16,013 $130K
11 Rps Advisory Solutions LLC 0.07% 13,320 $108K
12 Abel Hall, LLC 0.07% 48,016 $391K
13 Ipsen Advisor Group LLC 0.06% 10,578 $86K
14 Atom Investors LP 0.05% 75,694 $616K
15 Prelude Capital Management, LLC 0.04% 65,000 $529K
16 Fox Run Management, L.L.C. 0.04% 26,816 $218K
17 Grey Fox Wealth Advisors, LLC 0.03% 25,085 $209K
18 Disciplined Investments, LLC 0.03% 12,000 $98K
19 Gabelli Funds LLC 0.03% 575,919 $4.7M
20 Raleigh Capital Management Inc. 0.03% 11,345 $92K
21 XTX Topco Ltd 0.03% 264,692 $2.2M
22 Magnus Financial Group LLC 0.03% 48,452 $394K
23 Advisor OS, LLC 0.03% 46,134 $376K
24 Safeguard Investment Advisory Group, LLC 0.02% 12,665 $103K
25 Brookwood Investment Group LLC 0.02% 24,293 $198K
Investor Ownership
History 		% of Portfolio Prev % Rank Conviction Avg Buy Price 13F Score™ 3Y / 7Y Sell Timing Shares Mkt Value Change Change % Source Quarter Filed

Frequently Asked Questions — Franklin Bsp Rlty Tr Inc (FBRT)

What does the Smart Money Trend signal show for FBRT?

Buying streak — 2 quarters in a row: For 2 consecutive quarters, more hedge funds added FBRT than sold it. That's a consistent pattern of professional buying — not a one-time trade. When institutions keep buying quarter after quarter, it usually means they see a multi-year opportunity, not just a short-term momentum flip.

What is the institutional breadth score for FBRT?

Slight buying edge — 53% buying: Last quarter: 128 funds bought or added vs 113 that reduced or exited. It's nearly a 50/50 split — some institutions are convinced, others are taking profits. This mixed picture is normal near price highs.

What is the fund quality score for FBRT holders?

Elite ownership — 72% AUM from top-100 funds: 45 of 241 holders are among the 100 largest funds by AUM, controlling 72% of total institutional value in FBRT. When the biggest players dominate the cap table, it signifies deep institutional support — since mega-funds deploy the most rigorous due diligence and capital.

How long have hedge funds held FBRT?

50% of holders stayed for 2+ years: 121 out of 242 hedge funds have held FBRT for over 2 years without selling. Long-term investors are generally harder to shake out during market stress, creating a stable ownership base that limits the risk of sudden capitulation.

Where does this institutional ownership data come from?

All holdings data is sourced from SEC Form 13F filings, which institutional investment managers with over $100 million in assets are required to submit quarterly. Data is parsed directly from SEC EDGAR.

Disclaimer: The information on this page is for informational purposes only and does not constitute investment advice, a recommendation, or an offer to buy or sell any security. Institutional holdings data is sourced from SEC Form 13F filings and reflects positions as of the filing date. Past performance of any fund or portfolio is not indicative of future results. 13Foresight is not a registered investment adviser. Always conduct your own due diligence before making investment decisions.

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