Essential Partners’s Ladder Capital LADR Stock Holding History

Essential Partners’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	$1.4K	Buy	160 +120	+300%	+$1.16K	﹤0.01%	2056
2026 Q2	$398	Sell	40 -8	-17%	-$81	﹤0.01%	2522
2026 Q1	$469	Sell	48 -3	-6%	-$32	﹤0.01%	2450
2025 Q4	$560	Sell	51 -175	-77%	-$1.9K	﹤0.01%	2197
2025 Q3	$2.47K	Buy	226 +179	+381%	+$2.01K	﹤0.01%	1722
2025 Q2	$505	Buy	+47	New	+$494	﹤0.01%	1699

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

SMH

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

CWP

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

Versant Capital Management Phoenix, Arizona $1.17B AUM 28.44% 1-Year Est. Return

Essential Partners's LADR Position: Q3 2026 in Review

Essential Partners increased its Ladder Capital (LADR) stake by 300% in Q3 2026, buying an estimated $1.16K and bringing the position to 160 shares worth $1.4K. The position accounts for ﹤0.01% of the portfolio, ranked #2056.

Essential Partners first reported a position in LADR in Q2 2025 and has held it in 6 quarters since. The position peaked at $2.47K in Q3 2025. 17 funds tracked by Wall St. Rank hold LADR as of Q3 2026.

Essential Partners held 160 shares of Ladder Capital worth $1.4K as of Q3 2026.
Essential Partners bought 120 Ladder Capital shares in Q3 2026, an estimated $1.16K.
Ladder Capital made up ﹤0.01% of Essential Partners's portfolio in Q3 2026, its #2056 holding.
Essential Partners first reported a position in Ladder Capital in Q2 2025 and has held it in 6 quarters since.
Essential Partners's Ladder Capital position peaked at $2.47K in Q3 2025.
17 funds tracked by Wall St. Rank held Ladder Capital as of Q3 2026.

Based on Essential Partners's 13F filing for Q3 2026, filed 14 Oct 2026.