HWM
LADR icon

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
Q2 		$201K Buy
20,235
+2,239
+12% +$22.7K ﹤0.01% 1595
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 $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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 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

HB Wealth Management's LADR Position: Q2 2026 in Review

HB Wealth Management increased its Ladder Capital (LADR) stake by 12% in Q2 2026, buying an estimated $22.7K and bringing the position to 20,235 shares worth $201K. The position accounts for ﹤0.01% of the portfolio, ranked #1595.

HB Wealth Management first reported a position in LADR in Q4 2022 and has held it in 15 quarters since. The position peaked at $202K in Q1 2025. 222 funds tracked by Wall St. Rank hold LADR as of Q2 2026.

  • HB Wealth Management held 20,235 shares of Ladder Capital worth $201K as of Q2 2026.
  • HB Wealth Management bought 2,239 Ladder Capital shares in Q2 2026, an estimated $22.7K.
  • Ladder Capital made up ﹤0.01% of HB Wealth Management's portfolio in Q2 2026, its #1595 holding.
  • HB Wealth Management first reported a position in Ladder Capital in Q4 2022 and has held it in 15 quarters since.
  • HB Wealth Management's Ladder Capital position peaked at $202K in Q1 2025.
  • 222 funds tracked by Wall St. Rank held Ladder Capital as of Q2 2026.

Based on HB Wealth Management's 13F filing for Q2 2026, filed 29 Jul 2026.