Diversify Wealth Management’s Ladder Capital LADR Stock Holding History

Diversify 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	$378K	Buy	+42,812	New	+$415K	0.01%	1022

Other funds holding LADR

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

Y-Intercept (HK) Hong Kong $4.52B AUM 6.6% 1-Year Est. Return

Counterpoint Mutual Funds San Diego, California $1.16B AUM 33.78% 1-Year Est. Return

Capital Square Chattanooga, Tennessee $227M AUM 12.51% 1-Year Est. Return

Diversify Advisory Services Sandy, Utah $6.69B AUM 18.85% 1-Year Est. Return

Sanders Morris Harris Houston, Texas $755M AUM 11.28% 1-Year Est. Return

Private Capital Advisors Darien, Connecticut $1.15B AUM 43.46% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

TD Waterhouse Canada Toronto, Ontario, Canada $38.4B AUM 30.28% 1-Year Est. Return

Clark Wealth Partners O'fallon, Illinois $193M AUM 14.97% 1-Year Est. Return

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

Diversify Wealth Management opened a new position in Ladder Capital (LADR) in Q3 2026: 42,812 shares worth $378K. The stake represents 0.01% of the portfolio and ranks #1022 among its holdings.

20 funds tracked by Wall St. Rank hold LADR as of Q3 2026.

Diversify Wealth Management held 42,812 shares of Ladder Capital worth $378K as of Q3 2026.
Ladder Capital was a new Diversify Wealth Management position in Q3 2026.
Ladder Capital made up 0.01% of Diversify Wealth Management's portfolio in Q3 2026, its #1022 holding.
20 funds tracked by Wall St. Rank held Ladder Capital as of Q3 2026.

Based on Diversify Wealth Management's 13F filing for Q3 2026, filed 20 Oct 2026.