Meritage Portfolio Management’s Ladder Capital LADR Stock Holding History

Meritage Portfolio 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
2025 Q4	$2.83M	Sell	257,373 -616	-0.2%	-$6.69K	0.19%	142
2025 Q3	$2.81M	Sell	257,989 -4,468	-2%	-$50.3K	0.19%	144
2025 Q2	$2.82M	Sell	262,457 -7,062	-3%	-$74.2K	0.18%	142
2025 Q1	$3.08M	Sell	269,519 -7,292	-3%	-$83.4K	0.2%	135
2024 Q4	$3.1M	Sell	276,811 -19,620	-7%	-$225K	0.19%	133
2024 Q3	$3.44M	Sell	296,431 -11,778	-4%	-$140K	0.21%	143
2024 Q2	$3.48M	Buy	308,209 +101,880	+49%	+$1.12M	0.22%	135
2024 Q1	$2.3M	Buy	+206,329	New	+$2.27M	0.15%	167

Other funds holding LADR

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.7T 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 Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Goldman Sachs New York $761B 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 $1.47T AUM 27.86% 1-Year Est. Return