FBRT at a glance
Franklin BSP Realty Trust, Inc. (FBRT, SEC CIK 1562528) filed its latest 10-K annual report on February 25, 2026, a 10-Q quarterly report on July 29, 2026, an 8-K current report on September 17, 2026 and Form 4 insider filings as recently as June 17, 2026. SignalX summarizes each filing with AI and tracks the company's insider trades and institutional holders.
- For the fiscal year ended December 31, 2025 (FY2025), Franklin BSP Realty Trust, Inc. (FBRT) reported revenue of $29.6 million (up 29.7% from FY2024) and net income of $82.3 million. Diluted EPS was $0.64.
- As of June 30, 2026, 28 institutional investment managers tracked by SignalX reported holding Franklin BSP Realty Trust, Inc. (FBRT) shares worth $238.1 million in 13F-HR filings.
- The most recent insider open-market purchase reported on Form 4 was by ORTALE BUFORD H on June 15, 2026 of 3,697 shares at $19.75 per share.
Source: SEC EDGAR (XBRL financial data, 13F-HR and Form 4 filings).
- Revenue · FY2025
- $29.6M
- +29.7% vs prior year
- Insiders · 90 days
- 0 buys · 0 sells
- No open-market trades
- 13F holders
- 28 funds
- $238.1M · +1 vs prior quarter
- Latest 8-K
- Sep 17, 2026
- Item 5.02 · Item 7.01
AI 10-Q Quarterly Report Analysis
Latest 10-Q, quarter ended Jun 30, 2026
Management Discussion & Analysis
- Commercial mortgage portfolio $4.275B vs $4.383B at December 31, 2025
- Agency servicing portfolio $59.8B across 1,948 loans vs $47.8B across 1,596 loans
- Non-performing loans $344.2M across nine loans vs $214.0M across seven loans
- Headwinds: sustained high interest rates, credit-market conditions, refinancing risk, and real-estate impairment risk
Risk Factors
- No material changes to risk factors; risks remain those disclosed in the December 31, 2025 Form 10-K
- Share-repurchase liquidity allocation; $50.0 million authorization through December 31, 2026
- Capital-markets compliance exposure; repurchases subject to securities laws and Rule 10b5-1 requirements
- Market-risk sensitivity; repurchases depend on economic conditions and stock price
- Liquidity concentration; $33,999,369 remained available after 1,839 shares repurchased
AI summary of the FBRT 10-Q filed . Generated from the filing text; verify against the original.View on SEC EDGAR10-K vs 10-Q vs 8-K
AI 8-K Current Report Analysis
The most recent material events, by 8-K item
Item 5.02: Departure/Appointment of Directors or Principal Officers
- CEO transition: Richard J. Byrne reappointed effective September 16, 2026, succeeding Michael Comparato
- Byrne previously served as CEO from 2016 to February 2026 and remains Board Chairman
Item 7.01: Regulation FD Disclosure
- Management transition disclosed under Regulation FD, making the leadership change broadly available to investors
- Press release dated September 17, 2026 furnished as Exhibit 99.1
Item EX-99.1: Item EX-99.1
- Richard Byrne reappointed CEO effective September 16, 2026, replacing Michael Comparato
- Comparato’s resignation reflects a planned step back from daily operations, with Senior Advisor role through 2027
Item 2.02: Results of Operations and Financial Condition
- Item 2.02 text contains only standard forward-looking disclosure disclaimers
- No earnings figures, reporting period results, or operating metrics included
Item 5.07: Submission of Matters to a Vote of Security Holders
- All six director nominees elected for one-year terms through the 2027 annual meeting
- Peter J. McDonough received the most opposition, with 4,631,801 votes against
AI summaries of FBRT 8-K current reports filed with the SEC. What 8-K item codes mean
SignalX for FBRT
Don't miss the next FBRT filing
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- Fund moves. Which tracked funds opened, added or cut FBRT, by share count.
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Recent Insider Transactions (Form 4)
Latest reported trades by officers, directors and 10% owners
| Insider | Type | Date | Shares | Price |
|---|---|---|---|---|
| ORTALE BUFORD H | Buy | Jun 15, 2026 | 3,697 | $19.75 |
| ORTALE BUFORD H | Buy | Jun 15, 2026 | 25,900 | $8.44 |
| Dumars Joe | A | Jun 8, 2026 | 12,835 | - |
| McDonough Peter J | A | Jun 8, 2026 | 12,835 | - |
| Tuppeny Elizabeth K. | A | Jun 8, 2026 | 12,835 | - |
| Augustine Patsy Joseph | A | Jun 8, 2026 | 12,835 | - |
| ORTALE BUFORD H | A | Jun 8, 2026 | 12,835 | - |
| Buffone Brian | Buy | Mar 3, 2026 | 27,000 | $9.41 |
Financial SummaryXBRL
| Metric | FY2023 | FY2024 | FY2025 | |
|---|---|---|---|---|
| Profitability | ||||
| Revenue | $17.0M | $22.8M | $29.6M | |
| Net Income | $145.2M | $95.9M | $82.3M | |
| Net Margin | 853.2% | 419.6% | 277.6% | |
| Balance Sheet | ||||
| Total Assets | $6.0B | $6.0B | $6.1B | |
| Equity | $1.6B | $1.5B | $1.4B | |
| ROE | 9.3% | 6.3% | 5.7% | |
| Per Share | ||||
| EPS | $1.42 | $0.82 | $0.64 | |
| Cash Flow | ||||
| Operating CF | $197.4M | $57.2M | $291.9M | |
Source: XBRL data in Franklin BSP Realty Trust, Inc. (FBRT)'s 10-K filings on SEC EDGAR, in USD. Compare across companies →
13F Fund Holdings: Quarterly Trend
Latest: Q2 2026Aggregate FBRT share value held by 13F filers tracked by SignalX, by quarter.
Quarterly totals table
| Quarter | Funds | Total value |
|---|---|---|
| Q2 2026 | 28 | $238.1M |
| Q1 2026 | 27 | $256.8M |
| Q4 2025 | 24 | $321.9M |
| Q3 2025 | 26 | $355.3M |
| Q2 2025 | 26 | $361.2M |
| Q1 2025 | 21 | $251.2M |
| Q4 2024 | 16 | $225.5M |
| Q3 2024 | 14 | $117.9M |
- Goldman Sachs Group+239.9K (+90%)
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- Morgan Stanley+171.6K (+20%)
- Invesco Ltd+110.9K (+6%)
- Raymond James Financial+98.3K (+65%)
- Vanguard Portfolio Management LLC−1.50M (-54%)
- Prudential Financial−258.1K (-71%)
- Vanguard Capital Management LLC−131.4K (-4%)
- BlackRock−119.0K (-1%)
- Two Sigma Investments−74.3K (-79%)
- D.E. Shaw & Co+71.7K
Source: 13F-HR filings on SEC EDGAR (aggregated from 182 fund-quarter rows). Reflects only 13F filers tracked by SignalX, not the full institutional ownership universe. How 13F filings work
FBRT filing archive
AI analysis pages for each 10-K, 10-Q and 8-K
10-Q quarterly reports
Latest 2026 SEC Filings: 10-K, 10-Q, 8-K & Form 4
| Form | Filing date | Period | Analysis | SEC |
|---|---|---|---|---|
| 8-K | Sep 17, 2026 | - | Analysis | - |
| 10-Q | Jul 29, 2026 | Jun 30, 2026 | Analysis | |
| 8-K | Jul 29, 2026 | - | Analysis | - |
| 4 | Jun 17, 2026 | - | - | - |
| 4 | Jun 10, 2026 | - | - | |
| 4 | Jun 10, 2026 | - | - | |
| 4 | Jun 10, 2026 | - | - | |
| 4 | Jun 10, 2026 | - | - | |
| 4 | Jun 10, 2026 | - | - | |
| 8-K | Jun 9, 2026 | - | Analysis | |
| SC 13G | Apr 29, 2026 | - | - | |
| 10-Q | Apr 29, 2026 | Mar 31, 2026 | Analysis | |
| 8-K | Apr 29, 2026 | - | Analysis | - |
| 8-K | Apr 20, 2026 | - | Analysis | - |
| 4 | Mar 4, 2026 | - | - | - |
| 10-K | Feb 25, 2026 | Dec 31, 2025 | - | |
| 4 | Feb 19, 2026 | - | - | |
| 8-K | Feb 11, 2026 | - | - | |
| 8-K | Feb 10, 2026 | - | - | |
| 4 | Jan 28, 2026 | - | - | |
| 4 | Jan 28, 2026 | - | - | |
| 4 | Jan 28, 2026 | - | - | |
| 8-K | Jan 21, 2026 | - | - | |
| 10-Q | Nov 5, 2025 | Sep 30, 2025 | Analysis | |
| 10-Q | Jul 30, 2025 | Jun 30, 2025 | - |
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FBRT SEC filings: frequently asked questions
Which institutions hold FBRT stock?
As of June 30, 2026, the largest Franklin BSP Realty Trust, Inc. (FBRT) holders among the 13F filers tracked by SignalX were BlackRock ($105.8 million), Vanguard Capital Management LLC ($27.9 million), State Street Corp ($27.0 million), Invesco Ltd ($15.1 million), Franklin Resources ($12.2 million). 13F-HR reports are filed up to 45 days after each quarter ends.
What was FBRT's revenue in fiscal year 2025?
For the fiscal year ended December 31, 2025 (FY2025), Franklin BSP Realty Trust, Inc. (FBRT) reported revenue of $29.6 million (up 29.7% from FY2024) and net income of $82.3 million. Diluted EPS was $0.64. The figures come from the XBRL data in the 10-K.
What did FBRT report in its latest 8-K?
Franklin BSP Realty Trust, Inc. (FBRT) filed an 8-K on September 17, 2026 reporting Item 5.02 (Departure/Appointment of Directors or Principal Officers) and Item 7.01 (Regulation FD Disclosure). CEO transition: Richard J. Byrne reappointed effective September 16, 2026, succeeding Michael Comparato.
What are the latest FBRT SEC filings?
Franklin BSP Realty Trust, Inc. (FBRT) filed its latest 10-K annual report on February 25, 2026, a 10-Q quarterly report on July 29, 2026, an 8-K current report on September 17, 2026 and a Form 4 insider filing on June 17, 2026.
What is FBRT's SEC CIK number?
Franklin BSP Realty Trust, Inc. (FBRT)'s SEC Central Index Key (CIK) is 1562528. EDGAR lists every FBRT filing under that number.
Ask anything about FBRT
The research agent reads FBRT's filings, financials, insider trades and 13F holders, then answers with sources.