SCHEDULE: FTAI Aviation Ltd. Preferred Shares Ownership Update

Shikiar Asset Management Inc. reports beneficial ownership of 6.3% of FTAI Aviation Ltd.'s Series D Cumulative Perpetual Preferred Shares as of March 31, 2026.

Summary

• Shikiar Asset Management Inc. has filed a Schedule 13G, indicating their beneficial ownership of FTAI Aviation Ltd. Series D Cumulative Perpetual Preferred Shares.
• The filing reports that Shikiar Asset Management Inc. beneficially owns 162,680.00 shares.
• This ownership represents 6.3% of the total class of Series D Cumulative Perpetual Preferred Shares.
• The reporting date for this ownership is March 31, 2026.
• Shikiar Asset Management Inc. has sole voting power and sole dispositive power over these shares.

Sentiment

Score: 5

Explanation: StockSavvy.ai views this as a neutral filing, as it primarily reports existing ownership and does not contain new operational or financial performance data.

Positives

• Shikiar Asset Management Inc. holds a significant stake, 6.3%, in FTAI Aviation Ltd.'s Series D Cumulative Perpetual Preferred Shares, indicating investor confidence.
• The reporting is in compliance with SEC regulations, providing transparency to the market.

Risks

• The filing does not detail specific risks associated with the investment or the company's performance.
• Concentration of ownership by a single entity could potentially influence corporate decisions, though the filing states shares were not acquired to influence control.

Future Outlook

The filing is a snapshot of ownership as of a specific date and does not contain forward-looking statements or guidance from the company.

Industry Context

StockSavvy.ai notes that Schedule 13G filings are standard for institutional investors acquiring more than 5% of a company's stock, indicating a significant passive investment. This filing confirms Shikiar Asset Management Inc.'s substantial position in FTAI Aviation Ltd.'s preferred shares.

Stakeholder Impact

• Shareholders: Provides transparency on a significant institutional holder's position.
• Creditors: The stability of preferred share ownership can be viewed positively.
• Management: Awareness of significant beneficial ownership is crucial for strategic planning.

Next Steps

• Shikiar Asset Management Inc. will continue to hold and manage its beneficial ownership of FTAI Aviation Ltd. Series D Cumulative Perpetual Preferred Shares.
• Future filings will be made if there are significant changes in ownership.

Key Dates

Keywords

FTAI Aviation Ltd., Schedule 13G, Shikiar Asset Management Inc., Preferred Shares, Beneficial Ownership, SEC Filing, Investment Management