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Disclosery

Franklin Resources: SUI position timeline

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

Franklin Resources held 353,800 SUI shares at 2026-06-30 per its 13F-HR filed 2026-08-13.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 353,800 shares
    Change vs previous 13F +91,783 shares

    0.01% of the 13F portfolio, value $42,424,158.

    13F-HR 0000038777-26-000222 filed by FRANKLIN RESOURCES INC
    Filed (acceptance time not in the bulk data set), ingested

    • FRANKLIN RESOURCES INC: 251,460 shares
    • Clearbridge Investments, LLC: 102,340 shares

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 262,017 shares
    Change vs previous 13F -158,030 shares

    0.01% of the 13F portfolio, value $33,003,663.

    13F-HR 0000038777-26-000124 filed by FRANKLIN RESOURCES INC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 420,047 shares
    Change vs previous 13F +299,911 shares

    0.01% of the 13F portfolio, value $52,048,023.

    13F-HR 0000038777-26-000055 filed by FRANKLIN RESOURCES INC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F 120,136 shares
    Change vs previous 13F +110,602 shares

    <0.01% of the 13F portfolio, value $15,497,544.

    13F-HR 0000038777-25-000239 filed by FRANKLIN RESOURCES INC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-06-30
    13F 9,534 shares
    Change vs previous 13F +694 shares

    <0.01% of the 13F portfolio, value $1,205,956.

    13F-HR 0000038777-25-000153 filed by FRANKLIN RESOURCES INC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-03-31
    13F 8,840 shares
    Change vs previous 13F -27,608 shares

    <0.01% of the 13F portfolio, value $1,137,178.

    13F-HR 0000038777-25-000090 filed by FRANKLIN RESOURCES INC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2024-12-31
    13F 36,448 shares
    Change vs previous 13F +28,685 shares

    <0.01% of the 13F portfolio, value $4,482,010.

    13F-HR 0000038777-25-000026 filed by FRANKLIN RESOURCES INC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2024-09-30
    13F/A 7,763 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $1,011,130.

    13F-HR/A 0000038777-24-000215 filed by FRANKLIN RESOURCES INC
    Filed (acceptance time not in the bulk data set), ingested

    • FRANKLIN RESOURCES INC: 7,763 shares
    • Clearbridge Investments, LLC: 0 shares

    Acceptance time not in the bulk data set (spec §4.2).