Hilton Capital Management, LLC

Position in BEN — Franklin Resources Inc

CIK 1541211 Garden City, NY

Position in BEN

as of Jun 30, 2026 · filed Aug 4, 2026 Compact

Position Value

$4,620,770

+$1,391,019 QoQ

Shares Held

138,887

+1.6% QoQ

Ownership

0.027%

of shares outstanding

% of Portfolio

0.60%

of 13F equity value

Holder Rank

#129

of 662 holders

Holding Since

Mar 2026

2 quarters on record

Voting authority Sole 90% Shared 0% None 10%

Financial Services · as of Jun 30, 2026

Hilton Capital Management, LLC holds $10,180,162 across 4 Asset Management names. BEN ranks #1 (45.4% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	BEN	Franklin Resources Inc This page	138,887	$4,620,770
2	BX	Blackstone Inc.	38,615	$4,543,827
3	ISD	PGIM High Yield Bond Fund, Inc.	43,260	$564,975
4	OWL	Blue Owl Capital Inc.	51,496	$450,590

2 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$4,620,770	138,887	+1.6%	Shares	Sole	2026-08-04
2026-03-31	$3,229,751	136,738	—	Shares	Sole	2026-05-15
No filing history on record for this holder in this stock.