Xai Octagon Floating Rate & Alternative Income Trust Schedule 13G passive stakes
Filed when an investor crosses five percent without intending to seek control — the passive counterpart to a 13D.
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Sit Investment Associates and its subsidiary Sit Fixed Income Advisors II, LLC have reported beneficial ownership of 4.2% of XAI Octagon Floating Rate & Alternative Income Trust's common stock.
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Sit Investment Associates and its subsidiary have reported a 7.2% beneficial ownership stake in XAI Octagon Floating Rate & Alternative Income Trust as of December 31, 2025.
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Karpus Management, Inc. has filed an amended Schedule 13G, reporting zero beneficial ownership of preferred shares in XAI Octagon Floating Rate & Alternative Income Trust.
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Sun Life Assurance Co of Canada and Sun Life Financial Inc. jointly reported a 65% beneficial ownership in XAI Octagon Floating Rate & Alternative Income Trust's Mandatory Redeemable Preferred Shares.
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Sun Life Assurance Company of Canada and Sun Life Financial Inc. jointly reported a 65% beneficial ownership in XAI Octagon Floating Rate & Alternative Income Trust's Mandatory Redeemable Preferred Shares.