Lido Advisors’s Ladder Capital LADR Stock Holding History

Lido 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 Q3	$2.35M	Sell	269,294 -62,380	-19%	-$605K	0.01%	739
2026 Q2	$3.38M	Sell	331,674 -105,763	-24%	-$1.07M	0.01%	613
2026 Q1	$4.37M	Sell	437,437 -1,149	-0.3%	-$12.1K	0.01%	480
2025 Q4	$4.89M	Hold	438,586	–	–	0.01%	471
2025 Q3	$4.89M	Buy	438,586 +13,855	+3%	+$156K	0.02%	448
2025 Q2	$4.66M	Buy	424,731 +32,830	+8%	+$345K	0.02%	390
2025 Q1	$4.56M	Buy	391,901 +37,498	+11%	+$429K	0.02%	360
2024 Q4	$4.05M	Buy	354,403 +34,138	+11%	+$392K	0.02%	373
2024 Q3	$3.72M	Buy	320,265 +2,591	+0.8%	+$30.7K	0.02%	349
2024 Q2	$3.66M	Sell	317,674 -310	-0.1%	-$3.4K	0.02%	332
2024 Q1	$3.61M	Buy	317,984 +18,955	+6%	+$208K	0.02%	327
2023 Q4	$3.51M	Buy	+299,029	New	+$3.19M	0.02%	312
2020 Q4	–	Sell	-50,000	Closed	-$372K	–	836
2020 Q3	$372K	Sell	50,000 -20,000	-29%	-$150K	0.01%	436
2020 Q2	$581K	Buy	+70,000	New	+$525K	0.02%	325
2019 Q3	–	Sell	-25,000	Closed	-$416K	–	594
2019 Q2	$416K	Buy	+25,000	New	+$416K	0.02%	344

Other funds holding LADR

Access Investment Management Atlanta, Georgia $412M AUM 14.18% 1-Year Est. Return

Kestra Advisory Services Austin, Texas $35.1B AUM 20.13% 1-Year Est. Return

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

Aviso Wealth Management Bellevue, Washington $261M AUM 32.76% 1-Year Est. Return

Y-Intercept (HK) Hong Kong $4.52B AUM 6.6% 1-Year Est. Return

Counterpoint Mutual Funds San Diego, California $1.16B AUM 33.78% 1-Year Est. Return

Oppenheimer & Co New York $9.5B AUM 27.65% 1-Year Est. Return

Capital Square Chattanooga, Tennessee $227M AUM 12.51% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $45.2B AUM 20.72% 1-Year Est. Return

Lido Advisors's LADR Position: Q3 2026 in Review

Lido Advisors reduced its Ladder Capital (LADR) stake by 19% in Q3 2026, selling an estimated $605K and leaving 269,294 shares worth $2.35M. The position accounts for 0.01% of the portfolio, ranked #739.

Lido Advisors first reported a position in LADR in Q2 2019 and has held it in 15 quarters since. The position peaked at $4.89M in Q4 2025. 61 funds tracked by Wall St. Rank hold LADR as of Q3 2026.

Lido Advisors held 269,294 shares of Ladder Capital worth $2.35M as of Q3 2026.
Lido Advisors sold 62,380 Ladder Capital shares in Q3 2026, an estimated $605K.
Ladder Capital made up 0.01% of Lido Advisors's portfolio in Q3 2026, its #739 holding.
Lido Advisors first reported a position in Ladder Capital in Q2 2019 and has held it in 15 quarters since.
Lido Advisors's Ladder Capital position peaked at $4.89M in Q4 2025.
61 funds tracked by Wall St. Rank held Ladder Capital as of Q3 2026.

Based on Lido Advisors's 13F filing for Q3 2026, filed 4 Nov 2026.