Franklin Resources: REZI position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Franklin Resources on REZI, newest first. How the timeline and the estimate are built.

Franklin Resources held 974,848 REZI shares at 2026-06-30 per its 13F-HR filed 2026-08-13.

the latest 13F is the newest step

period ended2026-06-30
13F 974,848 shares
Change vs previous 13F -944,164 shares
0.01% of the 13F portfolio, value $30,317,773.
13F-HR 0000038777-26-000222 filed by FRANKLIN RESOURCES INC
Filed 2026-08-13 (acceptance time not in the bulk data set), ingested 2026-10-06 09:57:27 UTC
- FRANKLIN RESOURCES INC: 974,848 shares
- Clearbridge Investments, LLC: 0 shares
Acceptance time not in the bulk data set (spec §4.2).
period ended2026-03-31
13F 1,919,012 shares
Change vs previous 13F -2,041,116 shares
0.01% of the 13F portfolio, value $64,689,892.
13F-HR 0000038777-26-000124 filed by FRANKLIN RESOURCES INC
Filed 2026-05-13 (acceptance time not in the bulk data set), ingested 2026-10-06 09:58:43 UTC
- FRANKLIN RESOURCES INC: 1,082,303 shares
- Clearbridge Investments, LLC: 836,709 shares
Acceptance time not in the bulk data set (spec §4.2).
period ended2025-12-31
13F 3,960,128 shares
Change vs previous 13F +787,219 shares
0.03% of the 13F portfolio, value $139,079,699.
13F-HR 0000038777-26-000055 filed by FRANKLIN RESOURCES INC
Filed 2026-02-11 (acceptance time not in the bulk data set), ingested 2026-10-07 03:01:36 UTC
- FRANKLIN RESOURCES INC: 2,860,308 shares
- Clearbridge Investments, LLC: 1,099,820 shares
Acceptance time not in the bulk data set (spec §4.2).
period ended2025-09-30
13F 3,172,909 shares
Change vs previous 13F +1,305,456 shares
0.03% of the 13F portfolio, value $137,006,198.
13F-HR 0000038777-25-000239 filed by FRANKLIN RESOURCES INC
Filed 2025-11-13 (acceptance time not in the bulk data set), ingested 2026-10-07 03:02:25 UTC
- FRANKLIN RESOURCES INC: 1,888,665 shares
- Brandywine Global Investment Management, LLC: 0 shares
- Clearbridge Investments, LLC: 1,284,244 shares
Acceptance time not in the bulk data set (spec §4.2).
period ended2025-06-30
13F 1,867,453 shares
Change vs previous 13F -402,585 shares
0.01% of the 13F portfolio, value $41,196,020.
13F-HR 0001348883-25-000013 filed by Clearbridge Investments, LLC
Filed 2025-08-12 (acceptance time not in the bulk data set), ingested 2026-10-07 18:23:11 UTC
- FRANKLIN RESOURCES INC: 132,534 shares
- Brandywine Global Investment Management, LLC: 639,532 shares
- Clearbridge Investments, LLC: 1,095,387 shares
Acceptance time not in the bulk data set (spec §4.2).
period ended2025-03-31
13F 2,270,038 shares
Change vs previous 13F +80,934 shares
0.01% of the 13F portfolio, value $40,179,679.
13F-HR 0001348883-25-000011 filed by Clearbridge Investments, LLC
Filed 2025-05-13 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:06 UTC
- FRANKLIN RESOURCES INC: 132,563 shares
- Brandywine Global Investment Management, LLC: 538,852 shares
- Clearbridge Investments, LLC: 1,598,623 shares
Acceptance time not in the bulk data set (spec §4.2).
period ended2024-12-31
13F 2,189,104 shares
Change vs previous 13F -29,480 shares
0.01% of the 13F portfolio, value $50,458,857.
13F-HR 0001348883-25-000002 filed by Clearbridge Investments, LLC
Filed 2025-02-12 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:55 UTC
- FRANKLIN RESOURCES INC: 171,120 shares
- Brandywine Global Investment Management, LLC: 419,710 shares
- Clearbridge Investments, LLC: 1,598,274 shares
Acceptance time not in the bulk data set (spec §4.2).
period ended2024-09-30
13F/A 2,218,584 shares
Change vs previous 13F not available
0.01% of the 13F portfolio, value $45,152,524.
13F-HR 0001348883-24-000021 filed by Clearbridge Investments, LLC
Filed 2024-11-12 (acceptance time not in the bulk data set), ingested 2026-10-07 18:26:56 UTC
- FRANKLIN RESOURCES INC: 171,792 shares
- Brandywine Global Investment Management, LLC: 438,910 shares
- Clearbridge Investments, LLC: 1,607,882 shares
Acceptance time not in the bulk data set (spec §4.2).