Naviter Wealth’s Ladder Capital LADR Stock Holding History

Naviter Wealth’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
2023 Q4	–	Sell	-17,991	Closed	-$189K	–	227
2023 Q3	$189K	Hold	17,991	–	–	0.05%	198
2023 Q2	$199K	Hold	17,991	–	–	0.05%	215
2023 Q1	$174K	Buy	+17,991	New	+$191K	0.06%	182

Other funds holding LADR

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return

Koch Industries Wichita, Kansas $853M AUM 37.49% 1-Year Est. Return

Brown Advisory Baltimore, Maryland $60.9B AUM 15.24% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Naviter Wealth's LADR Position: Q4 2023 in Review

Naviter Wealth sold out of Ladder Capital (LADR) in Q4 2023, closing a stake of 17,991 shares — an estimated $189K sold.

Naviter Wealth first reported a position in LADR in Q1 2023 and held it in 3 quarters. The position peaked at $199K in Q2 2023. 192 funds tracked by Wall St. Rank hold LADR as of Q4 2023.

Naviter Wealth reported no remaining Ladder Capital position as of Q4 2023 after selling out during the quarter.
Naviter Wealth sold 17,991 Ladder Capital shares in Q4 2023, an estimated $189K.
Naviter Wealth first reported a position in Ladder Capital in Q1 2023 and held it in 3 quarters.
Naviter Wealth's Ladder Capital position peaked at $199K in Q2 2023.
192 funds tracked by Wall St. Rank held Ladder Capital as of Q4 2023.

Based on Naviter Wealth's 13F filing for Q4 2023, filed 5 Feb 2024.