SCHEDULE Filed 2025-01-22 Event 2025-01-22 SEC 0000038777-25-000003 →

FRANKLIN RESOURCES INC → Franklin BSP Real Estate Debt BDC

Stake: 100.00% Shares: 17,353,215 CUSIP: 000000000 Class: Common Shares, par value $0.001 per share

Composite Decision Signal · PASS (LOW BASE-RATE EDGE) Conviction Score: 14/100

Passive Schedule 13G filer baseline
High conviction ownership stake (100.0%)
74 NPORT-P mutual funds holding CUSIP

Item 4 — Purpose of Transaction

Holdco acquired the Shares for investment and to support the Issuer in its investment strategy. The various funds of which FAV is the investment adviser acquired the Shares for investment purposes. Except as described above, none of the investment management subsidiaries of FRI, and none of any of the other reporting persons covered by this Schedule 13D, currently has any plans or proposals that relate to or would result in any of the actions described in paragraphs (a) through (j) of the instructions to Item 4 of Schedule 13D, or any present plans or intentions to acquire or dispose of any securities of the Issuer.

Cross-References

Insider Activity (last 365d)

0 transactions

0 buys · 0 sales · 0 awards/exercises

Issuer Cluster

1 13D/G filings on this issuer

0 other filings besides this one

Filer Track Record

57 filings by this filer

56 other filings in the data moat

Short Interest

—

Not in latest FINRA snapshot

Other Filings by FRANKLIN RESOURCES INC

Filed	Form	Issuer	Stake	Shares
2026-10-23	SCHEDULE 13D/A	CLARION PARTNERS REAL ESTATE INCOME FUND INC.	23.60%	28,890,872	view →
2026-10-02	SCHEDULE 13D/A	CLARION PARTNERS REAL ESTATE INCOME FUND INC.	66.60%	93,329	view →
2026-09-28	SCHEDULE 13D/A	FRANKLIN BSP PRIVATE CREDIT FUND	—	6,597,084	view →
2026-09-09	SCHEDULE 13D/A	CLARION PARTNERS REAL ESTATE INCOME FUND INC.	—	93,329	view →
2026-09-08	SCHEDULE 13D/A	CLARION PARTNERS REAL ESTATE INCOME FUND INC.	—	30,668,898	view →
2026-08-12	SCHEDULE 13D/A	CLARION PARTNERS REAL ESTATE INCOME FUND INC.	—	30,660,888	view →
2026-08-12	SCHEDULE 13D/A	Franklin BSP Lending Fund	—	75,000	view →
2026-08-07	SCHEDULE 13D/A	Franklin BSP Lending Fund	38.70%	75,000	view →
2026-08-03	SCHEDULE 13D/A	Franklin BSP Lending Fund	—	75,000	view →
2026-07-28	SCHEDULE 13D/A	Franklin BSP Lending Fund	49.70%	75,000	view →
2026-07-28	SCHEDULE 13G	ASHLAND INC.	—	—	view →
2026-07-24	SCHEDULE 13D/A	CLARION PARTNERS REAL ESTATE INCOME FUND INC.	27.50%	30,673,835	view →
2026-07-20	SCHEDULE 13D/A	Franklin BSP Lending Fund	—	75,000	view →
2026-07-14	SCHEDULE 13D/A	Franklin BSP Lending Fund	—	75,000	view →
2026-07-10	SCHEDULE 13D/A	Franklin BSP Lending Fund	59.60%	75,000	view →
2026-07-07	SCHEDULE 13D/A	Franklin BSP Lending Fund	68.70%	75,000	view →
2026-06-18	SCHEDULE 13D/A	Franklin BSP Lending Fund	74.60%	75,000	view →
2026-06-16	SCHEDULE 13D/A	Franklin BSP Lending Fund	—	75,000	view →
2026-06-05	SCHEDULE 13D/A	Franklin BSP Lending Fund	79.20%	75,000	view →
2026-06-03	SCHEDULE 13D/A	Franklin BSP Lending Fund	—	75,000	view →

Showing 20 of 56

Want this depth on every filing the moment it hits SEC EDGAR?

Free $0 (48h-delayed alerts) · Individual $49/mo (real-time) · Team & API $199/mo · Enterprise.

See pricing →