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Lument Finance Trust Ownership | Who Owns Lument Finance Trust?

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Lument Finance Trust Ownership Summary

Lument Finance Trust is owned by 18.51% institutional investors, 13.86% insiders, and 67.62% retail investors. Deltec asset management is the largest institutional shareholder, holding 0.44% of LFT shares. Vanguard Total Stock Mkt Idx Inv is the top mutual fund, with 1.89% of its assets in Lument Finance Trust shares.

LFT Ownership Benchmark

TypeName% Inst% Insiders% Retail
StockLument Finance Trust18.51%13.86%67.62%
SectorReal Estate Stocks 66.63%8.14%25.23%
IndustryMortgage REIT Stocks45.59%4.28%50.13%

Institutional Shareholders

Top Institutional Shareholders by Total Shares

HolderShares% HoldingValue
Deltec asset management227.70K0.44%$587.47K
Foundations investment advisors60.38K0.12%$155.77K
Clear harbor asset management58.05K0.11%$149.76K
Arlington trust11.00K0.02%$28.38K
Lion street advisors10.71K0.02%$27.62K

Top Institutional Shareholders by % of Total Assets

HolderShares% AssetsValue
Deltec asset management227.70K0.12%$587.47K
Clear harbor asset management58.05K0.01%$149.76K
Lion street advisors10.71K0.01%$27.62K
Arlington trust11.00K0.01%$28.38K
Foundations investment advisors60.38K0.00%$155.77K

Top Buyers

HolderShares% AssetsChange
Foundations investment advisors60.38K0.00%14.72K
Clear harbor asset management58.05K0.01%-
Lion street advisors10.71K0.01%-
Arlington trust11.00K0.01%-
Deltec asset management227.70K0.12%-171.95K

Top Sellers

HolderShares% AssetsChange
Deltec asset management227.70K0.12%-171.95K
Clear harbor asset management58.05K0.01%-
Lion street advisors10.71K0.01%-
Arlington trust11.00K0.01%-
Foundations investment advisors60.38K0.00%14.72K

Institutional Ownership Trends

DateHoldingsChange %SharesChange %OwnershipChange %Increased PositionChange %Decreased PositionChange %
Sep 30, 2024476.82%9,680,2321.14%185.52%249.09%10-9.09%
Jun 30, 20244410.00%9,570,870-7.96%184.62%22-4.35%1157.14%
Mar 31, 2024408.11%10,398,5272.32%195.26%2343.75%7-12.50%
Dec 31, 2023378.82%10,162,9440.30%195.17%16-5.88%8100.00%
Sep 30, 2023349.68%10,132,4461.72%195.33%1770.00%4-42.86%

Top Mutual Funds Shareholders

HolderShares% HoldingChange
Vanguard Total Stock Mkt Idx Inv988.07K1.89%-
Vanguard Institutional Extnd Mkt Idx Tr561.84K1.07%-
Fidelity Extended Market Index248.31K0.47%-1.64K
Auer Growth120.00K0.23%-
Fidelity Total Market Index78.88K0.15%-
iShares Micro-Cap ETF73.03K0.14%-
BlackRock Extended Equity Market K61.37K0.12%-26.00
Extended Equity Market Fund K60.54K0.12%-834.00
Fidelity Series Total Market Index59.08K0.11%-
NT Ext Equity Mkt Idx Fd - L47.54K0.09%6.47K

Recent Insider Transactions

DateNameRoleActivityValue
Jan 02, 2024Henson James J PRESIDENTBuy$23.69K
Jan 02, 2024Henson James J PRESIDENTBuy$11.88K
Nov 21, 2023HOULIHAN WILLIAM A-Buy$6.30K
Aug 17, 2023HOULIHAN WILLIAM A-Buy$6.33K
May 31, 2023Henson James J PRESIDENTBuy$18.40K

Insider Transactions Trends

DateBuySell
2024 Q4--
2024 Q3--
2024 Q2--
2024 Q12-
2023 Q41-

LFT Ownership FAQ

Who Owns Lument Finance Trust?

Lument Finance Trust shareholders are primarily institutional investors at 18.51%, followed by 13.86% insiders and 67.63% retail investors. The average institutional ownership in Lument Finance Trust's industry, Mortgage REIT Stocks, is 45.59%, which Lument Finance Trust falls below.

Who owns the most shares of Lument Finance Trust?

Lument Finance Trust’s largest shareholders are Deltec asset management (227.7K shares, 0.44%), Foundations investment advisors (60.38K shares, 0.12%), and Clear harbor asset management (58.04K shares, 0.11%). Together, they hold 0.66% of Lument Finance Trust’s total shares outstanding.

Does Blackrock own Lument Finance Trust?

BlackRock is not among the top 10 institutional shareholders of Lument Finance Trust.

Who is Lument Finance Trust’s biggest shareholder by percentage of total assets invested?

Deltec asset management is Lument Finance Trust’s biggest shareholder by percentage of total assets invested, with 0.12% of its assets in 227.7K Lument Finance Trust shares, valued at 587.47K$.

Who is the top mutual fund holder of Lument Finance Trust shares?

Vanguard Total Stock Mkt Idx Inv is the top mutual fund holder of Lument Finance Trust shares, with 1.89% of its total shares outstanding invested in 988.07K Lument Finance Trust shares.

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