EWA
LADR

EverSource Wealth Advisors’s Ladder Capital LADR Stock Holding History

EverSource Wealth Advisors’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
Q2 		$9.53K Sell
958
-282
-23% -$2.86K ﹤0.01% 2941
2026
Q1 		$12.1K Sell
1,240
-299
-19% -$3.14K ﹤0.01% 2812
2025
Q4 		$16.9K Sell
1,539
-76
-5% -$825 ﹤0.01% 2497
2025
Q3 		$17.6K Buy
1,615
+141
+10% +$1.59K ﹤0.01% 2454
2025
Q2 		$15.8K Buy
1,474
+616
+72% +$6.47K ﹤0.01% 2475
2025
Q1 		$9.79K Sell
858
-595
-41% -$6.8K ﹤0.01% 2118
2024
Q4 		$16.3K Sell
1,453
-30
-2% -$345 ﹤0.01% 1741
2024
Q3 		$17.2K Hold
1,483
– – ﹤0.01% 1573
2024
Q2 		$17.8K Buy
1,483
+48
+3% +$526 ﹤0.01% 1559
2024
Q1 		$15.4K Sell
1,435
-656
-31% -$7.21K ﹤0.01% 1487
2023
Q4 		$24.1K Hold
2,091
– – ﹤0.01% 1157
2023
Q3 		$21.5K Hold
2,091
– – ﹤0.01% 1096
2023
Q2 		$22.7K Sell
2,091
-230
-10% -$2.23K ﹤0.01% 1110
2023
Q1 		$21.9K Sell
2,321
-1,449
-38% -$15.4K ﹤0.01% 1048
2022
Q4 		$37.9K Buy
+3,770
New +$39.1K 0.01% 863

Other funds holding LADR

Jennison Associates
Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return
Russell Investments Group
Russell Investments Group London, United Kingdom $114B AUM 41.71% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return
AIM
Access Investment Management Atlanta, Georgia $391M AUM 21.6% 1-Year Est. Return
PFC
Phocas Financial Corp Alameda, California $721M AUM 63.77% 1-Year Est. Return
WC
Waterloo Capital Austin, Texas $1.78B AUM 27.25% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return
Universal-Beteiligungs- und Servicegesellschaft
Universal-Beteiligungs- und Servicegesellschaft Frankfurt Am Main, Germany $65.4B AUM 39.83% 1-Year Est. Return

EverSource Wealth Advisors's LADR Position: Q2 2026 in Review

EverSource Wealth Advisors reduced its Ladder Capital (LADR) stake by 23% in Q2 2026, selling an estimated $2.86K and leaving 958 shares worth $9.53K. The position accounts for ﹤0.01% of the portfolio, ranked #2941.

EverSource Wealth Advisors first reported a position in LADR in Q4 2022 and has held it in 15 quarters since. The position peaked at $37.9K in Q4 2022. 69 funds tracked by Wall St. Rank hold LADR as of Q2 2026.

  • EverSource Wealth Advisors held 958 shares of Ladder Capital worth $9.53K as of Q2 2026.
  • EverSource Wealth Advisors sold 282 Ladder Capital shares in Q2 2026, an estimated $2.86K.
  • Ladder Capital made up ﹤0.01% of EverSource Wealth Advisors's portfolio in Q2 2026, its #2941 holding.
  • EverSource Wealth Advisors first reported a position in Ladder Capital in Q4 2022 and has held it in 15 quarters since.
  • EverSource Wealth Advisors's Ladder Capital position peaked at $37.9K in Q4 2022.
  • 69 funds tracked by Wall St. Rank held Ladder Capital as of Q2 2026.

Based on EverSource Wealth Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.