Holder evidence
5
SEC ownership of Eagle Point Defensive Income Trust
Top holders, 13D/G large-stake signals, insider positions, and transaction flow tied to CIK 0002013536.
Lead holder
Eagle Point Credit Management LLC
13D/G signal
Eagle Point Credit Management LLC
Latest evidence
31 Mar 2026
- CIK
- 0002013536
- Location
- Greenwich, CT
- SEC evidence mix
- 13D/G, 13F, and 3/4/5
- Lead holder
- Eagle Point Credit Management LLC
- Latest large-stake holder
- Eagle Point Credit Management LLC
- Latest evidence date
- 31 Mar 2026
Issuer identity
Ownership snapshot
Ownership snapshot
Top shareholders of Eagle Point Defensive Income Trust (13F + 13D/G + 3/4/5)
Grouped by holder across the latest SEC ownership disclosures. Start with comparable ownership when available, then verify the linked 13F, 13D/G, or 3/4/5 evidence.
Lead holder
Eagle Point Credit Manage...
13D/G signal
Eagle Point Credit Manage...
Evidence rows
5
Latest as of
31 Mar 2026
13D/G
13F
3/4/5
Lead comparable stake: 100%
13D/G row: Eagle Point Credit Management LLC
Rank 1 holder
Eagle Point Credit Management LLC
13D/G
- Ownership
- 100%
- Position
- —
Rank 2 holder
Exor N.V.
13F
- Ownership
- 617%
- Position
- $5B
Rank 3 holder
ORBIMED ADVISORS LLC
13F
- Ownership
- 21%
- Position
- $22.08M
| Holder | Evidence | Ownership % | Position | 12M Net Δ | As of |
|---|---|---|---|---|---|
| Eagle Point Credit Management LLC |
13D/G
|
100%
|
—
10,010,000 shares
|
$0 | 07 Jul 2025 |
| Exor N.V. |
13F
Company
|
617%
|
$5,001,704,778
182,543,970 shares
|
— | 31 Mar 2026 |
| ORBIMED ADVISORS LLC |
13F
Company
|
21%
|
$22,079,801
6,210,899 shares
|
— | 31 Mar 2026 |
| Strategic Investment Solutions, Inc. /IL |
13F
Company
|
0%
|
$29,157
127 shares
|
— | 31 Mar 2026 |
| Eagle Point Defensive Income Fund NJ LP |
3/4/5
Affiliate of the Investment Adviser, 10%+ Owner
|
—
class O/S missing
|
—
10,010,000 shares
|
— | 07 Jul 2025 |
How to read this table
Rows are grouped by holder and ranked first by SEC-reported ownership % when it is safely comparable, then by disclosed holdings value. — indicates unavailable or non-comparable values; "mixed-class rows" means the latest filing spans non-comparable classes.
Forms 3/4/5 flow
Insider trading overview
Insider buy and sell flow is broadly balanced over the last 12 months. No Buy or Sell transactions have been reported since 31 May 2025.
Buys
$0
Insiders: 0
Sells
$0
Insiders: 0
Net
$0
Shares: 0
Window
Last 12 months
4 rolling buckets
Buy value
Sell value
Shares: 0
Shares: 0
| Window (months) | Buy shares | Sell shares | Buy value | Sell value | Net value |
|---|---|---|---|---|---|
| 0-3 | 0 | 0 | $0 | $0 | $0 |
| 3-6 | 0 | 0 | $0 | $0 | $0 |
| 6-9 | 0 | 0 | $0 | $0 | $0 |
| 9-12 | 0 | 0 | $0 | $0 | $0 |
Reporting owners
Insider holders from Forms 3/4/5
Showing 1-13 of 13 reporting-owner rows connected to Eagle Point Defensive Income Trust. Open a relationship link for the CIK-to-CIK filing trail.
Rows
13
Lead holder
Eagle Point Defensive Income Management LLC
Net 12M change
$0
Latest report
07 Jul 2025
| Name | Relationship | Holdings Value | Past Year Net Change | Change % | Valuation | Report Date |
|---|---|---|---|---|---|---|
| Eagle Point Defensive Income Management LLC | Investment Adviser | Mixed | 07 Jul 2025 | |||
| Chris C. Stroup | Affiliated Person of Investment Adviser | Mixed | 07 Jul 2025 | |||
| Eagle Point Defensive Income Fund NJ LP | Affiliate of the Investment Adviser, 10%+ Owner | Mixed | 07 Jul 2025 | |||
| Daniel W. Ko | Sr Principal/Portfolio Manager | Mixed | 07 Jul 2025 | |||
| Daniel M. Spinner | Sr Principal/Portfolio Manager | Mixed | 07 Jul 2025 | |||
| Alena Umnova | Cfo/Coo | Mixed | 07 Jul 2025 | |||
| Jeffrey L. Weiss | Director | Mixed | 07 Jul 2025 | |||
| James R. Matthews | Director, Affiliated Person of Investment Adviser | Mixed | 07 Jul 2025 | |||
| Kevin F. McDonald | Director | Mixed | 07 Jul 2025 | |||
| Paul E. Tramontano | Director | Mixed | 07 Jul 2025 | |||
| Nauman S. Malik | Cco | Mixed | 07 Jul 2025 | |||
| Thomas P. Majewski | CEO/Portfolio Manager, Director | Mixed | 07 Jul 2025 | |||
| Scott W. Appleby | Director | Mixed | 07 Jul 2025 |
Recent insider transactions for Eagle Point Defensive Income Trust
Showing up to 300 most recent insider transactions from the last 12 months.
| Insider | Symbol | Class | Transaction | % | Reported value | Reported price | Shares | Shares owned | Date | Ownership |
|---|---|---|---|---|---|---|---|---|---|---|
| Eagle Point Defensive Income Fund NJ LP | Common shares of beneficial interest | 0 | 10,010,000 | 07 Jul 2025 | Direct |
* indicates a reported price that failed the local validity check.