MYIA
LADR

Mount Yale Investment Advisors’s Ladder Capital LADR Stock Holding History

Mount Yale Investment 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
Q2 		$177K Buy
17,775
+323
+2% +$3.28K ﹤0.01% 1156
2026
Q1 		$171K Buy
+17,452
New +$183K ﹤0.01% 1067
2025
Q3 		– Sell
-17,752
Closed -$191K – 1179
2025
Q2 		$191K Buy
17,752
+323
+2% +$3.39K 0.01% 546
2025
Q1 		$199K Buy
17,429
+168
+1% +$1.92K 0.02% 520
2024
Q4 		$193K Buy
17,261
+42
+0.2% +$482 0.02% 527
2024
Q3 		$200K Buy
17,219
+3,360
+24% +$39.9K 0.02% 519
2024
Q2 		$156K Sell
13,859
-68
-0.5% -$746 0.01% 521
2024
Q1 		$155K Sell
13,927
-388
-3% -$4.26K 0.01% 522
2023
Q4 		$165K Sell
14,315
-103
-0.7% -$1.1K 0.02% 479
2023
Q3 		$148K Sell
14,418
-382
-3% -$4.13K 0.02% 484
2023
Q2 		$161K Sell
14,800
-1,193
-7% -$11.6K 0.02% 468
2023
Q1 		$151K Sell
15,993
-559
-3% -$5.92K 0.02% 470
2022
Q4 		$166K Buy
16,552
+263
+2% +$2.73K 0.02% 441
2022
Q3 		$146K Sell
16,289
-112
-0.7% -$1.24K 0.02% 433
2022
Q2 		$173K Buy
16,401
+1,435
+10% +$16.3K 0.02% 445
2022
Q1 		$178K Buy
14,966
+55
+0.4% +$647 0.02% 456
2021
Q4 		$179K Sell
14,911
-197
-1% -$2.34K 0.02% 447
2021
Q3 		$167K Buy
15,108
+37
+0.2% +$414 0.02% 454
2021
Q2 		$174K Sell
15,071
-84
-0.6% -$986 0.02% 416
2021
Q1 		$179K Buy
15,155
+264
+2% +$2.88K 0.02% 401
2020
Q4 		$146K Buy
14,891
+315
+2% +$2.67K 0.02% 387
2020
Q3 		$104K Buy
+14,576
New +$110K 0.01% 347

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

Mount Yale Investment Advisors's LADR Position: Q2 2026 in Review

Mount Yale Investment Advisors increased its Ladder Capital (LADR) stake by 1.9% in Q2 2026, buying an estimated $3.28K and bringing the position to 17,775 shares worth $177K. The position accounts for ﹤0.01% of the portfolio, ranked #1156.

Mount Yale Investment Advisors first reported a position in LADR in Q3 2020 and has held it in 22 quarters since. The position peaked at $200K in Q3 2024. 222 funds tracked by Wall St. Rank hold LADR as of Q2 2026.

  • Mount Yale Investment Advisors held 17,775 shares of Ladder Capital worth $177K as of Q2 2026.
  • Mount Yale Investment Advisors bought 323 Ladder Capital shares in Q2 2026, an estimated $3.28K.
  • Ladder Capital made up ﹤0.01% of Mount Yale Investment Advisors's portfolio in Q2 2026, its #1156 holding.
  • Mount Yale Investment Advisors first reported a position in Ladder Capital in Q3 2020 and has held it in 22 quarters since.
  • Mount Yale Investment Advisors's Ladder Capital position peaked at $200K in Q3 2024.
  • 222 funds tracked by Wall St. Rank held Ladder Capital as of Q2 2026.

Based on Mount Yale Investment Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.