Carson Wealth (CWM LLC)
LADR

Carson Wealth (CWM LLC)’s Ladder Capital LADR Stock Holding History

Carson Wealth (CWM LLC)’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
Q1 		$22.1K Sell
2,262
-2,294
-50% -$24.1K ﹤0.01% 4346
2025
Q4 		$50K Sell
4,556
-5,116
-53% -$55.6K ﹤0.01% 3602
2025
Q3 		$106K Buy
9,672
+5,874
+155% +$66.1K ﹤0.01% 2942
2025
Q2 		$41K Buy
3,798
+2,499
+192% +$26.2K ﹤0.01% 3434
2025
Q1 		$15K Buy
1,299
+445
+52% +$5.09K ﹤0.01% 3877
2024
Q4 		$10K Buy
854
+353
+70% +$4.05K ﹤0.01% 3871
2024
Q3 		$6K Buy
501
+184
+58% +$2.18K ﹤0.01% 4009
2024
Q2 		$4K Buy
317
+99
+45% +$1.08K ﹤0.01% 3971
2024
Q1 		$2K Sell
218
-43
-16% -$472 ﹤0.01% 3999
2023
Q4 		$3K Sell
261
-2,196
-89% -$23.4K ﹤0.01% 3711
2023
Q3 		$25K Buy
2,457
+100
+4% +$1.08K ﹤0.01% 2527
2023
Q2 		$26K Buy
2,357
+422
+22% +$4.09K ﹤0.01% 2456
2023
Q1 		$18K Sell
1,935
-132
-6% -$1.4K ﹤0.01% 2578
2022
Q4 		$21K Sell
2,067
-159
-7% -$1.65K ﹤0.01% 2328
2022
Q3 		$20K Buy
2,226
+55
+3% +$607 ﹤0.01% 2222
2022
Q2 		$23K Buy
2,171
+2,058
+1,821% +$23.4K ﹤0.01% 2033
2022
Q1 		$1K Buy
113
+1
+0.9% +$12 ﹤0.01% 3367
2021
Q4 		$1K Buy
+112
New +$1.33K ﹤0.01% 3325
2021
Q2 		$22K Hold
1,934
– – ﹤0.01% 1751
2021
Q1 		$22K Hold
1,934
– – ﹤0.01% 1751
2020
Q4 		$22K Hold
1,934
– – ﹤0.01% 1751
2020
Q3 		$22K Hold
1,934
– – ﹤0.01% 1751
2020
Q2 		$22K Hold
1,934
– – ﹤0.01% 1751
2020
Q1 		$22K Hold
1,934
– – ﹤0.01% 1751
2019
Q4 		$22K Hold
1,934
– – ﹤0.01% 1751
2019
Q3 		$22K Hold
1,934
– – ﹤0.01% 1751
2019
Q2 		$22K Hold
1,934
– – ﹤0.01% 1751
2019
Q1 		$22K Buy
+1,934
New +$33.1K ﹤0.01% 1751

Other funds holding LADR

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Mirae Asset Global ETFs Holdings
Mirae Asset Global ETFs Holdings Causeway Bay, Hong Kong $83.9B AUM 60.43% 1-Year Est. Return

Carson Wealth (CWM LLC)'s LADR Position: Q1 2026 in Review

Carson Wealth (CWM LLC) reduced its Ladder Capital (LADR) stake by 50% in Q1 2026, selling an estimated $24.1K and leaving 2,262 shares worth $22.1K. The position accounts for ﹤0.01% of the portfolio, ranked #4346.

Carson Wealth (CWM LLC) first reported a position in LADR in Q1 2019 and has held it in 28 quarters since. The position peaked at $106K in Q3 2025. 223 funds tracked by Wall St. Rank hold LADR as of Q1 2026.

  • Carson Wealth (CWM LLC) held 2,262 shares of Ladder Capital worth $22.1K as of Q1 2026.
  • Carson Wealth (CWM LLC) sold 2,294 Ladder Capital shares in Q1 2026, an estimated $24.1K.
  • Ladder Capital made up ﹤0.01% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #4346 holding.
  • Carson Wealth (CWM LLC) first reported a position in Ladder Capital in Q1 2019 and has held it in 28 quarters since.
  • Carson Wealth (CWM LLC)'s Ladder Capital position peaked at $106K in Q3 2025.
  • 223 funds tracked by Wall St. Rank held Ladder Capital as of Q1 2026.

Based on Carson Wealth (CWM LLC)'s 13F filing for Q1 2026, filed 14 May 2026.