Position in SUI
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$30,152,566
-$2,851,091 QoQ
Shares Held
251,460
-4.0% QoQ
Ownership
0.204%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#51
of 532 holders
Holding Since
Dec 2020
23 quarters on record
Voting authority
Sole 92%
Shared 0%
None 8%
Common Shares in SUI Over Time
Shares Held
Position Value (USD)
Position in REIT - Residential
Real Estate · as of Jun 30, 2026FRANKLIN RESOURCES INC holds $260,690,119 across 13 REIT - Residential names. SUI ranks #2 (11.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | IRT |
Independence Realty Trust, Inc.
|
5,395,424 | $90,049,624 | |
| 2 | SUI |
Sun Communities Inc
This page
|
251,460 | $30,152,566 | |
| 3 | ELS |
Equity Lifestyle Properties Inc
|
312,400 | $20,134,178 | |
| 4 | MAA |
Mid America Apartment Communities Inc.
|
134,749 | $18,722,020 | |
| 5 | JAN |
Janus Living, Inc.
|
647,257 | $18,602,166 | |
| 6 | AVB |
Avalonbay Communities Inc
|
272,817 | $18,431,051 | |
| 7 | AMH |
American Homes 4 Rent
|
478,537 | $16,040,558 | |
| 8 | CPT |
Camden Property Trust
|
116,389 | $13,325,373 |
All Filings in SUI
Export CSV
23 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $30,152,566 | 251,460 | Shares | Defined | 2026-08-13 | |
| 2026-03-31 | $33,003,657 | 262,017 | Shares | Defined | 2026-05-13 | |
| 2025-12-31 | $52,048,021 | 420,047 | Shares | Defined | 2026-02-11 | |
| 2025-09-30 | $15,497,544 | 120,136 | Shares | Defined | 2025-11-13 | |
| 2025-06-30 | $1,205,954 | 9,534 | Shares | Defined | 2025-08-12 | |
| 2025-03-31 | $1,137,176 | 8,840 | Shares | Defined | 2025-05-13 | |
| 2024-12-31 | $4,482,008 | 36,448 | Shares | Defined | 2025-02-12 | |
| 2024-09-30 | $1,049,167 | 7,763 | Shares | Defined | 2024-11-27 | |
| 2024-06-30 | $1,053,214 | 8,752 | Shares | Defined | 2024-08-14 | |
| 2024-03-31 | $1,224,464 | 9,523 | Shares | Defined | 2024-05-13 | |
| 2023-12-31 | $1,344,517 | 10,060 | Shares | Defined | 2024-02-09 | |
| 2023-09-30 | $1,330,494 | 11,243 | Shares | Defined | 2023-11-13 | |
| 2023-06-30 | $1,424,100 | 10,916 | Shares | Defined | 2023-08-11 | |
| 2023-03-31 | $1,531,787 | 10,873 | Shares | Defined | 2023-05-12 | |
| 2022-12-31 | $1,605,318 | 11,226 | Shares | Defined | 2023-02-10 | |
| 2022-09-30 | $1,371,703 | 10,136 | Shares | Defined | 2022-11-14 | |
| 2022-06-30 | $1,438,860 | 9,029 | Shares | Defined | 2022-08-11 | |
| 2022-03-31 | $1,151,128 | 6,567 | Shares | Defined | 2022-05-13 | |
| 2021-12-31 | $1,408,266 | 6,707 | Shares | Defined | 2022-02-11 | |
| 2021-09-30 | $1,110,783 | 6,001 | Shares | Defined | 2021-11-12 | |
| 2021-06-30 | $235,331 | 1,373 | Shares | Defined | 2021-08-13 | |
| 2021-03-31 | $229,110 | 1,527 | Shares | Defined | 2021-05-13 | |
| 2020-12-31 | $219,263 | 1,443 | Shares | Defined | 2021-02-10 | |
| No filing history on record for this holder in this stock. | ||||||