Kovitz Investment Group Partners
LADR

Kovitz Investment Group Partners’s Ladder Capital LADR Stock Holding History

Kovitz Investment Group 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
2025
Q4 		– Sell
-651,980
Closed -$7.11M – 939
2025
Q3 		$7.11M Sell
651,980
-25,574
-4% -$288K 0.03% 393
2025
Q2 		$7.28M Buy
677,554
+15,479
+2% +$163K 0.03% 373
2025
Q1 		$7.55M Buy
662,075
+24,701
+4% +$282K 0.04% 321
2024
Q4 		$7.13M Buy
637,374
+41,911
+7% +$481K 0.04% 331
2024
Q3 		$6.91M Buy
+595,463
New +$7.06M 0.05% 290

Other funds holding LADR

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
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
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
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Kovitz Investment Group Partners's LADR Position: Q4 2025 in Review

Kovitz Investment Group Partners sold out of Ladder Capital (LADR) in Q4 2025, closing a stake of 651,980 shares — an estimated $7.11M sold.

Kovitz Investment Group Partners first reported a position in LADR in Q3 2024 and held it in 5 quarters. The position peaked at $7.55M in Q1 2025. 212 funds tracked by Wall St. Rank hold LADR as of Q4 2025.

  • Kovitz Investment Group Partners reported no remaining Ladder Capital position as of Q4 2025 after selling out during the quarter.
  • Kovitz Investment Group Partners sold 651,980 Ladder Capital shares in Q4 2025, an estimated $7.11M.
  • Kovitz Investment Group Partners first reported a position in Ladder Capital in Q3 2024 and held it in 5 quarters.
  • Kovitz Investment Group Partners's Ladder Capital position peaked at $7.55M in Q1 2025.
  • 212 funds tracked by Wall St. Rank held Ladder Capital as of Q4 2025.

Based on Kovitz Investment Group Partners's 13F filing for Q4 2025, filed 20 Feb 2026.