AWM
LADR

AE Wealth Management’s Ladder Capital LADR Stock Holding History

AE Wealth Management’s Portfolio LADR Stock Details LADR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q3 		– Sell
-55,670
Closed -$604K – 2020
2023
Q2 		$604K Buy
+55,670
New +$539K ﹤0.01% 1286
2022
Q4 		– Sell
-169,512
Closed -$1.52M – 1867
2022
Q3 		$1.52M Buy
169,512
+21,405
+14% +$236K 0.01% 795
2022
Q2 		$1.56M Buy
148,107
+19,400
+15% +$220K 0.01% 745
2022
Q1 		$1.53M Buy
128,707
+17,602
+16% +$207K 0.01% 778
2021
Q4 		$1.33M Buy
111,105
+12,062
+12% +$143K 0.01% 833
2021
Q3 		$1.09M Buy
99,043
+8,600
+10% +$96.2K 0.01% 835
2021
Q2 		$1.04M Buy
90,443
+8,011
+10% +$94K 0.01% 819
2021
Q1 		$973K Buy
+82,432
New +$898K 0.01% 780
2020
Q1 		– Sell
-102,309
Closed -$1.85M – 1214
2019
Q4 		$1.85M Buy
102,309
+4,007
+4% +$69.2K 0.04% 364
2019
Q3 		$1.7M Buy
98,302
+5,682
+6% +$96.1K 0.05% 307
2019
Q2 		$1.54M Buy
+92,620
New +$1.54M 0.05% 294

Other funds holding LADR

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return
KI
Koch Industries Wichita, Kansas $853M AUM 37.49% 1-Year Est. Return
Brown Advisory
Brown Advisory Baltimore, Maryland $60.9B AUM 15.24% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Balyasny Asset Management
Balyasny Asset Management Chicago, Illinois $77.1B AUM 42.89% 1-Year Est. Return

AE Wealth Management's LADR Position: Q3 2023 in Review

AE Wealth Management sold out of Ladder Capital (LADR) in Q3 2023, closing a stake of 55,670 shares — an estimated $604K sold.

AE Wealth Management first reported a position in LADR in Q2 2019 and held it in 11 quarters. The position peaked at $1.85M in Q4 2019. 180 funds tracked by Wall St. Rank hold LADR as of Q3 2023.

  • AE Wealth Management reported no remaining Ladder Capital position as of Q3 2023 after selling out during the quarter.
  • AE Wealth Management sold 55,670 Ladder Capital shares in Q3 2023, an estimated $604K.
  • AE Wealth Management first reported a position in Ladder Capital in Q2 2019 and held it in 11 quarters.
  • AE Wealth Management's Ladder Capital position peaked at $1.85M in Q4 2019.
  • 180 funds tracked by Wall St. Rank held Ladder Capital as of Q3 2023.

Based on AE Wealth Management's 13F filing for Q3 2023, filed 11 Oct 2023.