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
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 $5.72T AUM 30.48% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
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
Two Sigma Investments
Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 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

Mount Yale Investment Advisors's LADR Position: Q1 2026 in Review

Mount Yale Investment Advisors opened a new position in Ladder Capital (LADR) in Q1 2026: 17,452 shares worth $171K. The stake represents ﹤0.01% of the portfolio and ranks #1067 among its holdings. This is a return to the name: Mount Yale Investment Advisors previously reported a position in LADR as recently as Q2 2025.

Mount Yale Investment Advisors first reported a position in LADR in Q3 2020 and has held it in 21 quarters since. The position peaked at $200K in Q3 2024. 223 funds tracked by Wall St. Rank hold LADR as of Q1 2026.

  • Mount Yale Investment Advisors held 17,452 shares of Ladder Capital worth $171K as of Q1 2026.
  • Ladder Capital was a new Mount Yale Investment Advisors position in Q1 2026.
  • Ladder Capital made up ﹤0.01% of Mount Yale Investment Advisors's portfolio in Q1 2026, its #1067 holding.
  • Mount Yale Investment Advisors first reported a position in Ladder Capital in Q3 2020 and has held it in 21 quarters since.
  • Mount Yale Investment Advisors's Ladder Capital position peaked at $200K in Q3 2024.
  • 223 funds tracked by Wall St. Rank held Ladder Capital as of Q1 2026.

Based on Mount Yale Investment Advisors's 13F filing for Q1 2026, filed 27 Apr 2026.