Aviso Wealth Management
LADR icon

Aviso Wealth Management’s Ladder Capital LADR Stock Holding History

Aviso 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
2026
Q3 		$889K Sell
101,805
-25,268
-20% -$245K 0.34% 64
2026
Q2 		$1.26M Buy
127,073
+1,402
+1% +$14.2K 0.43% 48
2026
Q1 		$1.23M Sell
125,671
-854
-0.7% -$8.98K 0.55% 42
2025
Q4 		$1.39M Sell
126,525
-1,558
-1% -$16.9K 0.58% 40
2025
Q3 		$1.4M Buy
128,083
+718
+0.6% +$8.08K 0.61% 41
2025
Q2 		$1.37M Sell
127,365
-1,120
-0.9% -$11.8K 0.64% 39
2025
Q1 		$1.47M Buy
128,485
+1,812
+1% +$20.7K 0.78% 36
2024
Q4 		$1.42M Sell
126,673
-4,255
-3% -$48.9K 0.72% 38
2024
Q3 		$1.52M Sell
130,928
-8,725
-6% -$103K 0.82% 32
2024
Q2 		$1.58M Sell
139,653
-5,810
-4% -$63.7K 0.94% 24
2024
Q1 		$1.62M Buy
145,463
+34,431
+31% +$378K 1.02% 25
2023
Q4 		$1.28M Buy
+111,032
New +$1.18M 0.93% 25

Other funds holding LADR

Access Investment Management
Access Investment Management Atlanta, Georgia $412M AUM 14.18% 1-Year Est. Return
Lido Advisors
Lido Advisors Los Angeles, California $39.1B AUM 20.96% 1-Year Est. Return
Kestra Advisory Services
Kestra Advisory Services Austin, Texas $35.1B AUM 20.13% 1-Year Est. Return
Farther Finance Advisors
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
Y-Intercept (HK)
Y-Intercept (HK) Hong Kong $4.52B AUM 6.6% 1-Year Est. Return
Counterpoint Mutual Funds
Counterpoint Mutual Funds San Diego, California $1.16B AUM 33.78% 1-Year Est. Return
Oppenheimer & Co
Oppenheimer & Co New York $9.5B AUM 27.65% 1-Year Est. Return
Capital Square
Capital Square Chattanooga, Tennessee $227M AUM 12.51% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $45.2B AUM 20.72% 1-Year Est. Return

Aviso Wealth Management's LADR Position: Q3 2026 in Review

Aviso Wealth Management reduced its Ladder Capital (LADR) stake by 20% in Q3 2026, selling an estimated $245K and leaving 101,805 shares worth $889K. The position accounts for 0.34% of the portfolio, ranked #64.

Aviso Wealth Management first reported a position in LADR in Q4 2023 and has held it in 12 quarters since. The position peaked at $1.62M in Q1 2024. 61 funds tracked by Wall St. Rank hold LADR as of Q3 2026.

  • Aviso Wealth Management held 101,805 shares of Ladder Capital worth $889K as of Q3 2026.
  • Aviso Wealth Management sold 25,268 Ladder Capital shares in Q3 2026, an estimated $245K.
  • Ladder Capital made up 0.34% of Aviso Wealth Management's portfolio in Q3 2026, its #64 holding.
  • Aviso Wealth Management first reported a position in Ladder Capital in Q4 2023 and has held it in 12 quarters since.
  • Aviso Wealth Management's Ladder Capital position peaked at $1.62M in Q1 2024.
  • 61 funds tracked by Wall St. Rank held Ladder Capital as of Q3 2026.

Based on Aviso Wealth Management's 13F filing for Q3 2026, filed 4 Nov 2026.