HWM
LADR

HB Wealth Management’s Ladder Capital LADR Stock Holding History

HB 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
Q1 		$176K Buy
17,996
+599
+3% +$6.29K ﹤0.01% 1461
2025
Q4 		$191K Sell
17,397
-226
-1% -$2.45K ﹤0.01% 1337
2025
Q3 		$192K Buy
17,623
+1,082
+7% +$12.2K ﹤0.01% 1281
2025
Q2 		$178K Sell
16,541
-1,163
-7% -$12.2K ﹤0.01% 1116
2025
Q1 		$202K Buy
17,704
+693
+4% +$7.92K ﹤0.01% 1135
2024
Q4 		$191K Buy
17,011
+2,011
+13% +$23.1K ﹤0.01% 987
2024
Q3 		$174K Hold
15,000
– – ﹤0.01% 908
2024
Q2 		$169K Hold
15,000
– – ﹤0.01% 857
2024
Q1 		$167K Buy
15,000
+1,000
+7% +$11K ﹤0.01% 807
2023
Q4 		$161K Buy
14,000
+935
+7% +$9.97K ﹤0.01% 756
2023
Q3 		$134K Hold
13,065
– – ﹤0.01% 734
2023
Q2 		$142K Buy
13,065
+995
+8% +$9.64K ﹤0.01% 702
2023
Q1 		$114K Buy
12,070
+50
+0.4% +$530 ﹤0.01% 692
2022
Q4 		$121K Buy
+12,020
New +$125K ﹤0.01% 661

Other funds holding LADR

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Mirae Asset Global ETFs Holdings
Mirae Asset Global ETFs Holdings Causeway Bay, Hong Kong $73.7B AUM 53.56% 1-Year Est. Return