Position in SITC
as of Mar 31, 2026
· filed May 13, 2026
Position Value
$1,496,479
+$6,772 QoQ
Shares Held
277,126
+19.4% QoQ
Ownership
0.528%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Sep 2024
7 quarters on record
Voting authority
Sole 98.55444815715595.ToString("F0")%
Shared 0.ToString("F0")%
None 1.4455518428440493.ToString("F0")%
Common Shares in SITC Over Time
Shares Held
Position Value (USD)
Position in REIT - Retail
Real Estate · as of Mar 31, 2026FRANKLIN RESOURCES INC holds $516,280,766 across 24 REIT - Retail names. SITC ranks #16 (0.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | BRX |
Brixmor Property Group Inc.
|
9,113,393 | $262,465,715 | |
| 2 | SPG |
Simon Property Group Inc.
|
391,529 | $73,031,898 | |
| 3 | KRG |
Kite Realty Group Trust
|
2,013,450 | $49,430,194 | |
| 4 | O |
Realty Income Corp
|
655,402 | $40,097,489 | |
| 5 | REG |
Regency Centers Corp
|
240,499 | $18,196,150 | |
| 6 | NNN |
Nnn REIT, Inc.
|
309,907 | $13,025,390 | |
| 7 | ADC |
Agree Realty Corp
|
141,690 | $10,680,589 | |
| 8 | EPRT |
Essential Properties Realty Trust, Inc.
|
290,080 | $8,806,827 |
All Filings in SITC
Export CSV
7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $1,496,479 | 277,126 | Shares | Defined | 2026-05-13 | |
| 2025-12-31 | $1,489,707 | 232,042 | Shares | Defined | 2026-02-11 | |
| 2025-09-30 | $2,377,728 | 263,899 | Shares | Defined | 2025-11-13 | |
| 2025-06-30 | $2,063,077 | 182,412 | Shares | Defined | 2025-08-12 | |
| 2025-03-31 | $3,066,087 | 238,792 | Shares | Defined | 2025-05-13 | |
| 2024-12-31 | $3,771,000 | 246,632 | Shares | Defined | 2025-02-12 | |
| 2024-09-30 | $2,467,980 | 137,110 | Shares | Defined | 2024-11-27 | |
| No filing history on record for this holder in this stock. | ||||||