LFTNYSEReal Estate Investment TrustsFiscal year ends December 31Also trades as LFT.PA
Lument Finance Trust, Inc.
Financials through Q2 FY2026, quarter ended Jun 30, 2026Last filing: 10-Q on Aug 13, 2026
$4.18−0.22 (-5.00%)
Close on Oct 19, 2026
- Market cap
- $219.28M
- P/E (TTM)
- –
- Dividend yield
- 5.26%
Ownership
Institutional holdings as of Jun 30, 2026, from 13F filings
Held by institutions
10M
Shares held, 13F filers
Institutional holders
52
13 new, 23 sold out
Net institutional buying
-3M
In Q2 2026
Insider trades, 12 months
22 buys · 3 sales
Net bought $369.18K
Shares held by institutions
Holders of more than 5%
Latest Schedule 13D (active) or 13G (passive) filed by each holder
| Holder | Shares | % of class | Filing | As of |
|---|---|---|---|---|
| Axa S.A. | 334,078 | 6.40% | 13D (active) amendment | Sep 9, 2026 |
| Blue Owl Capital Holdings LP | 200,000 | 8.33% | 13G (passive) | Dec 31, 2024 |
| Kuvare Insurance Services LP | 200,000 | 8.33% | 13G (passive) amendment | Dec 31, 2023 |
Top institutional holders
13F holdings as of Jun 30, 2026
| Holder | Shares | % of LFT | Value | Change | % of portfolio |
|---|---|---|---|---|---|
| Axa S.A. | 3,340,780 | – | $3.34M | – | 3.64% |
| Melia Wealth LLC | 1,421,909 | – | $1.31M | +38,171 | 0.75% |
| Vanguard Capital Management LLC | 1,405,294 | – | $1.29M | −13,524 | 0.00% |
| Russell Investments Group, Ltd. | 693,448 | – | $637.97K | +3,882 | 0.00% |
| Millennium Management LLC | 534,421 | – | $491.67K | New | 0.00% |
| Geode Capital Management, LLC | 473,594 | – | $436.06K | −763,121 | 0.00% |
| BlackRock, Inc. | 374,136 | – | $344.20K | −1,843,448 | 0.00% |
| Vanguard Fiduciary Trust Co | 272,508 | – | $250.71K | −15,942 | 0.00% |
| Jane Street Group, LLC | 221,876 | – | $204.13K | New | 0.00% |
| Susquehanna International Group, Llp | 182,226 | – | $167.65K | +164,996 | 0.00% |
| Goldman Sachs Group Inc | 169,207 | – | $155.67K | +29,391 | 0.00% |
| Deltec Asset Management LLC | 166,543 | – | $153.22K | −33,457 | 0.02% |
| State Street Corp | 116,855 | – | $112.18K | −340,369 | 0.00% |
| Northern Trust Corp | 106,403 | – | $97.89K | −226,319 | 0.00% |
| Aqr Capital Management LLC | 96,751 | – | $89.01K | +35,092 | 0.00% |
| Callan Family Office, LLC | 77,015 | – | $70.85K | New | 0.00% |
| Qube Research & Technologies Ltd | 68,864 | – | $63.36K | New | 0.00% |
| Ground Swell Capital, LLC | 50,321 | – | $46.30K | New | 0.05% |
| J.W. Cole Advisors, Inc. | 37,591 | – | $34.58K | New | 0.00% |
| Foundations Investment Advisors, LLC | 28,576 | – | $26.29K | +112 | 0.00% |
Institutional buying and selling by quarter
Positions opened, added to, reduced and closed by 13F filers
| Quarter | Holders | Shares held | New / added | Reduced / closed | Shares bought | Shares sold |
|---|---|---|---|---|---|---|
| Q2 2026 | 52 | 10M | 13 / 15 | 21 / 23 | 1M | 4M |
| Q1 2026 | 64 | 13M | 11 / 32 | 12 / 9 | 4M | 1M |
| Q4 2025 | 63 | 12M | 9 / 23 | 17 / 8 | 1M | 1M |
| Q3 2025 | 63 | 12M | 12 / 22 | 15 / 6 | 1M | 1M |
| Q2 2025 | 57 | 12M | 19 / 18 | 11 / 20 | 4M | 1M |
| Q1 2025 | 58 | 10M | 14 / 14 | 17 / 5 | 1M | 1M |
| Q4 2024 | 49 | 10M | 8 / 14 | 15 / 5 | 1M | 1M |
| Q3 2024 | 48 | 10M | 10 / 15 | 11 / 6 | 1M | 4M |
| Q2 2024 | 45 | 13M | 8 / 15 | 11 / 4 | 4M | 2M |
| Q1 2024 | 41 | 10M | 7 / 16 | 8 / 4 | 1M | 4M |
| Q4 2023 | 38 | 14M | 7 / 11 | 8 / 4 | 4M | 0M |
| Q3 2023 | 35 | 10M | 6 / 11 | 4 / 3 | 0M | 0M |
Top mutual fund and ETF holders
Latest monthly portfolio reports (Form N-PORT)
| Fund | Shares | % of LFT | Value | % of fund | As of |
|---|---|---|---|---|---|
| Vanguard Total Stock Market Index Fund | 963,933 | – | $886.82K | 0.00% | Jun 30, 2026 |
| Vanguard Extended Market Index Fund | 434,060 | – | $399.34K | 0.00% | Jun 30, 2026 |
| Fidelity Extended Market Index Fund | 365,565 | – | $383.84K | 0.00% | May 31, 2026 |
| Vanguard Russell 2000 Index Fund | 232,336 | – | $243.95K | 0.00% | May 31, 2026 |
| iShares Micro-Cap ETF | 147,779 | – | $135.96K | 0.01% | Jun 30, 2026 |
| U.S. Small Cap Equity Fund | 141,405 | – | $93.31K | 0.01% | Jul 31, 2026 |
| Fidelity Total Market Index Fund | 77,668 | – | $81.55K | 0.00% | May 31, 2026 |
| Goldman Sachs ActiveBeta(R) U.S. Small Cap Equity ETF | 67,238 | – | $70.60K | 0.01% | May 31, 2026 |
| Fidelity Series Total Market Index Fund | 65,003 | – | $68.25K | 0.00% | May 31, 2026 |
| Vanguard Russell 2000 Value Index Fund | 34,843 | – | $36.59K | 0.00% | May 31, 2026 |
| U.S. Small Cap Equity Fund | 32,826 | – | $30.20K | 0.01% | Jun 30, 2026 |
| Bridge Builder Small/Mid Cap Value Fund | 27,496 | – | $25.30K | 0.00% | Jun 30, 2026 |
| iShares Russell 2000 ETF | 22,403 | – | $20.61K | 0.00% | Jun 30, 2026 |
| Small Cap Index Fund | 18,556 | – | $19.48K | 0.00% | May 31, 2026 |
| iShares Russell 2000 Value ETF | 10,989 | – | $10.11K | 0.00% | Jun 30, 2026 |
Officers, directors and major owners
People who filed Forms 3, 4 or 5 in the last two years
| Name | Role | Shares owned | Latest filing |
|---|---|---|---|
| James A. Briggs | Chief Financial Officer | 81,950 | Aug 25, 2026 |
| James Peter Flynn | CEO | 472,939 | Aug 25, 2026 |
| Walter C. Keenan | Director | 250,187 | Aug 25, 2026 |
| James Christopher Hunt | Director | 2,996,990 | Aug 25, 2026 |
| Neil A. Cummins | Director | 148,112 | Aug 25, 2026 |
| William A. Houlihan | Director | 320,732 | Aug 21, 2026 |
Insider trades
Common stock transactions reported on Form 4, newest first
| Insider | Date | Transaction | Shares | Price | Value | Shares after |
|---|---|---|---|---|---|---|
| Neil A. Cummins Director | Aug 24, 2026 | Award | +20,411 | $0.67 | $13.68K | 148,112 |
| James Christopher Hunt Director | Aug 24, 2026 | Award | +37,111 | $0.67 | $24.86K | 747,089 |
| James Peter Flynn CEO | Aug 24, 2026 | Buy | +10,000 | $0.68 | $6.80K | 472,939 |
| James A. Briggs Chief Financial Officer | Aug 24, 2026 | Buy | +20,000 | $0.69 | $13.80K | 81,950 |
| Walter C. Keenan Director | Aug 24, 2026 | Award | +20,411 | $0.67 | $13.68K | 239,787 |
| James Peter Flynn CEO | Aug 21, 2026 | Buy | +20,000 | $0.68 | $13.60K | 462,939 |
| William A. Houlihan Director | Aug 20, 2026 | Buy | +20,000 | $0.62 | $12.40K | 320,732 |
| James Peter Flynn CEO | Aug 20, 2026 | Buy | +20,000 | $0.63 | $12.60K | 442,939 |
| James Peter Flynn CEO | Aug 19, 2026 | Buy | +24,000 | $0.61 | $14.64K | 422,939 |
| William A. Houlihan Director | Aug 18, 2026 | Buy | +20,000 | $0.60 | $12.00K | 300,732 |
| James Peter Flynn CEO | Aug 18, 2026 | Buy | +20,000 | $0.61 | $12.20K | 398,939 |
| Neil A. Cummins Director | May 26, 2026 | Award | +12,222 | $1.13 | $13.81K | 127,701 |
| Walter C. Keenan Director | May 26, 2026 | Award | +12,222 | $1.13 | $13.81K | 219,376 |
| James Christopher Hunt Director | May 26, 2026 | Award | +22,222 | $1.13 | $25.11K | 709,978 |
| William A. Houlihan Director | May 21, 2026 | Buy | +10,000 | $1.19 | $11.90K | 280,732 |
| William A. Houlihan Director | May 20, 2026 | Buy | +10,000 | $1.14 | $11.40K | 270,732 |
| Neil A. Cummins Director | Mar 30, 2026 | Award | +10,528 | $1.31 | $13.79K | 115,479 |
| Walter C. Keenan Director | Mar 30, 2026 | Award | +10,528 | $1.31 | $13.79K | 207,644 |
| James Christopher Hunt Director | Mar 30, 2026 | Award | +10,528 | $1.31 | $13.79K | 687,756 |
| William A. Houlihan Director | Mar 27, 2026 | Buy | +5,000 | $1.30 | $6.50K | 260,732 |
| Walter C. Keenan Director | Mar 26, 2026 | Sale | −44 | $19.42 | $854 | 3,900 |
| Walter C. Keenan Director | Mar 26, 2026 | Sale | −400 | $19.50 | $7.80K | 3,944 |
| Walter C. Keenan Director | Mar 26, 2026 | Sale | −3,156 | $19.70 | $62.17K | 4,344 |
| Walter C. Keenan Director | Mar 26, 2026 | Buy | +1,500 | $19.50 | $29.25K | 5,400 |
| Walter C. Keenan Director | Mar 26, 2026 | Buy | +5,000 | $19.63 | $98.15K | 10,400 |
| William A. Houlihan Director | Mar 26, 2026 | Buy | +15,000 | $1.29 | $19.35K | 255,732 |
| Walter C. Keenan Director | Dec 30, 2025 | Buy | +25,000 | $1.46 | $36.50K | 197,116 |
| Walter C. Keenan Director | Dec 19, 2025 | Buy | +9,205 | $1.49 | $13.72K | 172,116 |
| Walter C. Keenan Director | Dec 18, 2025 | Buy | +795 | $1.50 | $1.19K | 162,911 |
| James A. Briggs Chief Financial Officer | Dec 1, 2025 | Buy | +10,000 | $1.61 | $16.10K | 61,950 |
| James A. Briggs Chief Financial Officer | Nov 28, 2025 | Buy | +1,200 | $1.62 | $1.94K | 51,950 |
| James A. Briggs Chief Financial Officer | Nov 26, 2025 | Buy | +2,000 | $1.60 | $3.20K | 50,750 |
| James Peter Flynn CEO | Nov 26, 2025 | Buy | +55,000 | $1.60 | $88.00K | 378,939 |
| William A. Houlihan Director | Nov 25, 2025 | Buy | +3,000 | $1.59 | $4.77K | 240,732 |
| Neil A. Cummins Director | Nov 24, 2025 | Award | +8,992 | $1.53 | $13.76K | 104,951 |
| Walter C. Keenan Director | Nov 24, 2025 | Award | +8,992 | $1.53 | $13.76K | 162,116 |
| James Christopher Hunt Director | Nov 24, 2025 | Award | +16,351 | $1.53 | $25.02K | 668,614 |
| Neil A. Cummins Director | Sep 18, 2025 | Award | +6,255 | $2.20 | $13.76K | 95,959 |
| James Christopher Hunt Director | Sep 18, 2025 | Award | +11,374 | $2.20 | $25.02K | 652,263 |
| Walter C. Keenan Director | Sep 18, 2025 | Award | +6,255 | $2.20 | $13.76K | 153,124 |
| William A. Houlihan Director | Aug 13, 2025 | Award | +10,000 | $2.16 | $21.60K | 237,732 |
| Neil A. Cummins Director | Jun 6, 2025 | Award | +5,362 | $2.56 | $13.73K | 89,704 |
| Walter C. Keenan Director | Jun 6, 2025 | Award | +5,362 | $2.56 | $13.73K | 146,869 |
| James Christopher Hunt Director | Jun 6, 2025 | Award | +5,850 | $2.56 | $14.98K | 640,889 |
| James Peter Flynn CEO | May 27, 2025 | Award | +230 | $21.49 | $4.94K | 905 |
| James Peter Flynn CEO | May 23, 2025 | Award | +175 | $21.45 | $3.75K | 675 |
| James Peter Flynn CEO | May 20, 2025 | Award | +175 | $21.50 | $3.76K | 500 |
| James Peter Flynn CEO | May 19, 2025 | Award | +175 | $22.00 | $3.85K | 325 |
| James Peter Flynn CEO | May 19, 2025 | Award | +10,719 | $2.49 | $26.69K | 323,939 |
| James Peter Flynn CEO | May 16, 2025 | Award | +150 | $21.96 | $3.29K | 150 |
| James Peter Flynn CEO | May 16, 2025 | Award | +15,000 | $2.52 | $37.80K | 313,220 |
| William A. Houlihan Director | May 16, 2025 | Award | +4,000 | $2.49 | $9.96K | 227,732 |
| William A. Houlihan Director | May 15, 2025 | Award | +6,000 | $2.42 | $14.52K | 223,732 |
| James Christopher Hunt Director | Apr 2, 2025 | Award | +5,387 | $2.78 | $14.98K | 635,039 |
| Walter C. Keenan Director | Apr 2, 2025 | Award | +4,938 | $2.78 | $13.73K | 141,507 |
| Neil A. Cummins Director | Apr 2, 2025 | Award | +4,938 | $2.78 | $13.73K | 84,342 |
| William A. Houlihan Director | Mar 24, 2025 | Award | +5,000 | $2.83 | $14.15K | 217,732 |
| Neil A. Cummins Director | Dec 10, 2024 | Award | +5,533 | $2.49 | $13.78K | 79,404 |
| James Christopher Hunt Director | Dec 10, 2024 | Award | +6,036 | $2.49 | $15.03K | 629,652 |
| Walter C. Keenan Director | Dec 10, 2024 | Award | +5,533 | $2.49 | $13.78K | 136,569 |
Awards, option exercises, tax withholding and gifts are shown alongside open-market buys and sales. Each name links to the filing on SEC EDGAR.