Franklin Resources
SUI icon

Franklin Resources’s Sun Communities SUI Stock Holding History

Franklin Resources’s Portfolio SUI Stock Details SUI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$30.2M Sell
251,460
-10,557
-4% -$1.32M 0.01% 858
2026
Q1 		$33M Sell
262,017
-158,030
-38% -$20.4M 0.01% 783
2025
Q4 		$52M Buy
420,047
+299,911
+250% +$37.5M 0.01% 621
2025
Q3 		$15.5M Buy
120,136
+110,602
+1,160% +$14M ﹤0.01% 1030
2025
Q2 		$1.21M Buy
9,534
+694
+8% +$86.1K ﹤0.01% 1915
2025
Q1 		$1.14M Sell
8,840
-27,608
-76% -$3.53M ﹤0.01% 1905
2024
Q4 		$4.48M Buy
36,448
+28,685
+370% +$3.67M ﹤0.01% 1397
2024
Q3 		$1.01M Sell
7,763
-989
-11% -$130K ﹤0.01% 1979
2024
Q2 		$1.05M Sell
8,752
-771
-8% -$91.6K ﹤0.01% 1911
2024
Q1 		$1.22M Sell
9,523
-537
-5% -$69.7K ﹤0.01% 1880
2023
Q4 		$1.34M Sell
10,060
-1,183
-11% -$142K ﹤0.01% 1541
2023
Q3 		$1.33M Buy
11,243
+327
+3% +$41.5K ﹤0.01% 1514
2023
Q2 		$1.42M Buy
10,916
+43
+0.4% +$5.75K ﹤0.01% 1524
2023
Q1 		$1.53M Sell
10,873
-353
-3% -$51.6K ﹤0.01% 1421
2022
Q4 		$1.61M Buy
11,226
+1,090
+11% +$149K ﹤0.01% 1421
2022
Q3 		$1.37M Buy
10,136
+1,107
+12% +$175K ﹤0.01% 1445
2022
Q2 		$1.44M Buy
9,029
+2,462
+37% +$413K ﹤0.01% 1443
2022
Q1 		$1.15M Sell
6,567
-140
-2% -$26K ﹤0.01% 1576
2021
Q4 		$1.41M Buy
6,707
+706
+12% +$139K ﹤0.01% 1580
2021
Q3 		$1.11M Buy
6,001
+4,628
+337% +$893K ﹤0.01% 1604
2021
Q2 		$236K Sell
1,373
-154
-10% -$25.5K ﹤0.01% 1796
2021
Q1 		$229K Buy
1,527
+84
+6% +$12.4K ﹤0.01% 1783
2020
Q4 		$219K Buy
+1,443
New +$209K ﹤0.01% 1709

Other funds holding SUI

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Dodge & Cox
Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Franklin Resources's SUI Position: Q2 2026 in Review

Franklin Resources reduced its Sun Communities (SUI) stake by 4% in Q2 2026, selling an estimated $1.32M and leaving 251,460 shares worth $30.2M. The position accounts for 0.01% of the portfolio, ranked #858.

Franklin Resources first reported a position in SUI in Q4 2020 and has held it in 23 quarters since. The position peaked at $52M in Q4 2025. 530 funds tracked by Wall St. Rank hold SUI as of Q2 2026.

  • Franklin Resources held 251,460 shares of Sun Communities worth $30.2M as of Q2 2026.
  • Franklin Resources sold 10,557 Sun Communities shares in Q2 2026, an estimated $1.32M.
  • Sun Communities made up 0.01% of Franklin Resources's portfolio in Q2 2026, its #858 holding.
  • Franklin Resources first reported a position in Sun Communities in Q4 2020 and has held it in 23 quarters since.
  • Franklin Resources's Sun Communities position peaked at $52M in Q4 2025.
  • 530 funds tracked by Wall St. Rank held Sun Communities as of Q2 2026.

Based on Franklin Resources's 13F filing for Q2 2026, filed 13 Aug 2026.