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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$7.28M	Buy	677,554 +15,479	+2%	+$166K	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%	+$469K	0.04%	331
2024 Q3	$6.91M	Buy	+595,463	New	+$6.91M	0.05%	290