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Cantor Fitzgerald (CFTR) discloses 6.67% stake and $9.3M Class I investment

(Moderate)
(Neutral)
Form Type
SCHEDULE 13D

Rhea-AI Filing Summary

Cantor Fitzgerald-affiliated entities and Brandon G. Lutnick report a beneficial stake of 753,024.59 shares, representing 6.67% of Cantor Fitzgerald Income Trust’s common stock. This ownership is held through CF Real Estate Holdings, Cantor Fitzgerald Investors, Cantor Fitzgerald, L.P., CF Group Management, Inc. and Mr. Lutnick.

In January, CF Real Estate invested $9,299,994.63 in the trust’s Class I common stock, including a purchase of 478,641 shares at $19.43 per share that raised its beneficial ownership of common stock to approximately 6.36%. On April 8, 2026, CF Real Estate also bought 100,000 shares of newly issued 9.50% Series A Cumulative Redeemable Preferred Stock at $25.00 per share, giving Mr. Lutnick beneficial ownership of 100,000 preferred shares, or 12.5% of the outstanding preferred stock.

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Insights

Cantor-affiliated entities disclose a mid‑single‑digit equity and preferred stake in Cantor Fitzgerald Income Trust.

The filing shows CF Real Estate and related Cantor entities beneficially owning 753,024.59 common shares, or 6.67% of Cantor Fitzgerald Income Trust’s common stock, based on 11,286,892.89 shares outstanding as of April 22, 2026. Ownership is spread across multiple common share classes.

In January, CF Real Estate invested $9,299,994.63 in Class I common stock, including 478,641 shares at $19.43 per share, and later purchased 100,000 shares of 9.50% Series A Cumulative Redeemable Preferred Stock at $25.00 per share. The preferred stake equals 12.5% of the 800,000 preferred shares outstanding as of April 10, 2026.

The Series A Preferred Stock ranks senior to common stock for dividends and liquidation, with terms set by Articles Supplementary and partnership agreement amendments. The filing notes Mr. Lutnick may review his investment over time and could buy or sell securities, but no specific future actions are outlined.

Beneficially owned common shares 753,024.59 shares Across Cantor affiliates and Brandon G. Lutnick
Percent of common stock owned 6.67% Based on 11,286,892.89 common shares outstanding as of April 22, 2026
January Class I common investment $9,299,994.63 CF Real Estate purchase of Class I common stock
Class I shares bought January 2, 2026 478,641 shares Purchased at $19.43 per share
Class I purchase price $19.43 per share Price for January 2, 2026 Class I share purchase
Series A preferred shares purchased 100,000 shares 9.50% Series A Cumulative Redeemable Preferred Stock on April 8, 2026
Series A preferred dividend rate 9.50% Series A Cumulative Redeemable Preferred Stock coupon
Preferred ownership percentage 12.5% 100,000 of 800,000 preferred shares outstanding as of April 10, 2026
beneficial ownership financial
"The beneficial ownership set forth herein is based on (i) 11,286,892.89 shares of common stock issued and outstanding..."
Beneficial ownership means the person or entity that actually enjoys the benefits of owning shares or other assets — such as receiving dividends, voting rights, or price gains — even if the legal title is held in another name. For investors it matters because knowing who truly controls and profits from a company reveals who can influence decisions, exposes potential conflicts of interest or hidden concentration of power, and affects transparency and risk in the stock.
9.50% Series A Cumulative Redeemable Preferred Stock financial
"On April 8, 2026, CF Real Estate purchased 100,000 shares of the Issuer's newly issued 9.50% Series A Cumulative Redeemable Preferred Stock..."
underwritten public offering financial
"...at a price of $25.00 per share, in an underwritten public offering by the Issuer (the "Offering")."
An underwritten public offering is when a company sells new shares of its stock to the public with the help of a financial firm, called an underwriter. The underwriter agrees to buy all the shares upfront, reducing the company's risk, and then sells them to investors. This process helps companies raise money quickly and confidently from a wide range of buyers.
Articles Supplementary regulatory
"The Series A Preferred Stock was issued pursuant to the Articles Supplementary filed by the Issuer..."
Additional provisions added to a company’s formal rulebook that change or expand how the company is governed, how shares behave, or how decisions are made. Think of them as extra house rules that can alter voting power, dividend rights, or how shares are issued and transferred; investors care because these changes can affect ownership control, potential returns, and the value or liquidity of their holdings.
common stock issued and outstanding financial
"The beneficial ownership set forth herein is based on (i) 11,286,892.89 shares of common stock issued and outstanding as of April 22, 2026..."
Cumulative Redeemable Preferred Stock financial
"800,000 shares of 9.50% Series A Cumulative Redeemable Preferred Stock issued and outstanding as of April 10, 2026."
Cumulative redeemable preferred stock is a type of investment that gives shareholders priority over common stockholders to receive dividends and get their money back if the company is sold or closes. If the company misses dividend payments, it must pay them later before any dividends can go to other shareholders. This makes it a more secure and flexible option for investors seeking steady income with some ability to redeem their shares in the future.

AI-generated analysis. How Rhea-AI works. Not financial advice.

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FAQ

How much of Cantor Fitzgerald Income Trust (CFTR) do Cantor affiliates beneficially own?

Cantor-affiliated entities and Brandon G. Lutnick beneficially own 753,024.59 common shares, representing 6.67% of Cantor Fitzgerald Income Trust’s outstanding common stock, based on 11,286,892.89 shares outstanding as of April 22, 2026, across several common share classes.

What recent equity investments did CF Real Estate make in Cantor Fitzgerald Income Trust (CFTR)?

In January, CF Real Estate invested $9,299,994.63 in the trust’s Class I common stock. This included 478,641 Class I shares at $19.43 per share, increasing its beneficial ownership of the trust’s outstanding common stock to approximately 6.36% following that transaction.

What preferred stock position do Cantor affiliates hold in Cantor Fitzgerald Income Trust (CFTR)?

On April 8, 2026, CF Real Estate purchased 100,000 shares of 9.50% Series A Cumulative Redeemable Preferred Stock at $25.00 per share. This gives Mr. Lutnick beneficial ownership of 100,000 preferred shares, representing 12.5% of the 800,000 preferred shares outstanding.

How is CF Real Estate’s ownership in CFTR common stock distributed by share class?

According to the filing, CF Real Estate directly holds 556,659.57 Class I common shares, 186,217.61 Class IX common shares, and 8,316.68 Class AX common shares. Together with 1,830.72 Class I shares held by the Sponsor, these positions total 753,024.59 common shares beneficially owned.

Did Cantor-affiliated investors receive special terms in their CFTR preferred stock purchase?

The filing states CF Real Estate acquired the 9.50% Series A Cumulative Redeemable Preferred Stock in an underwritten public offering on the same terms and at the same $25.00 per share price as other investors, and did not receive special rights or preferential treatment beyond stated governing documents.





138615505

(CUSIP Number)
Brandon G. Lutnick
110 East 59th Street,
New York, NY, 10022
(212) 938-5000

(Name, Address and Telephone Number of Person Authorized to Receive Notices and Communications)
01/02/2026

(Date of Event Which Requires Filing of This Statement)


If the filing person has previously filed a statement on Schedule 13G to report the acquisition that is the subject of this Schedule 13D, and is filing this schedule because of §§ 240.13d-1(e), 240.13d-1(f) or 240.13d-1(g), check the following box.

The information required on the remainder of this cover page shall not be deemed to be "filed" for the purpose of Section 18 of the Securities Exchange Act of 1934 ("Act") or otherwise subject to the liabilities of that section of the Act but shall be subject to all other provisions of the Act (however, see the Notes).




schemaVersion:


SCHEDULE 13D






SCHEDULE 13D






SCHEDULE 13D




Comment for Type of Reporting Person:
Amounts reported in rows 8 and 10 represent shares owned by CF Real Estate Holdings, LLC, a wholly-owned subsidiary of Cantor Fitzgerald Investors, LLC.


SCHEDULE 13D






SCHEDULE 13D






SCHEDULE 13D


CF GROUP MANAGEMENT, INC.
Signature:/s/ Brandon G. Lutnick
Name/Title:Brandon G. Lutnick/Chief Executive Officer and Chairman
Date:05/06/2026
CANTOR FITZGERALD, L.P.
Signature:/s/ Brandon G. Lutnick
Name/Title:Brandon G. Lutnick/Chief Executive Officer and Chairman
Date:05/06/2026
CANTOR FITZGERALD INVESTORS, LLC
Signature:/s/ William J. Ferri
Name/Title:William J. Ferri/Chief Executive Officer
Date:05/06/2026
CF REAL ESTATE HOLDINGS, LLC
Signature:/s/ Christopher A. Milner
Name/Title:Christopher A. Milner/President
Date:05/06/2026
Brandon G. Lutnick
Signature:/s/ Brandon G. Lutnick
Name/Title:Brandon G. Lutnick
Date:05/06/2026