New Wave Wealth Advisors’s Ladder Capital LADR Stock Holding History

New Wave Wealth 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
2025 Q1	–	Sell	-500	Closed	-$5.59K	–	426
2024 Q4	$5.59K	Buy	+500	New	+$5.74K	﹤0.01%	425

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

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

State Street Boston, Massachusetts $2.9T AUM 29.55% 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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

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

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

New Wave Wealth Advisors's LADR Position: Q1 2025 in Review

New Wave Wealth Advisors sold out of Ladder Capital (LADR) in Q1 2025, closing a stake of 500 shares — an estimated $5.59K sold.

New Wave Wealth Advisors first reported a position in LADR in Q4 2024 and held it in 1 quarter. The position peaked at $5.59K in Q4 2024. 221 funds tracked by Wall St. Rank hold LADR as of Q1 2025.

New Wave Wealth Advisors reported no remaining Ladder Capital position as of Q1 2025 after selling out during the quarter.
New Wave Wealth Advisors sold 500 Ladder Capital shares in Q1 2025, an estimated $5.59K.
New Wave Wealth Advisors first reported a position in Ladder Capital in Q4 2024 and held it in 1 quarter.
New Wave Wealth Advisors's Ladder Capital position peaked at $5.59K in Q4 2024.
221 funds tracked by Wall St. Rank held Ladder Capital as of Q1 2025.

Based on New Wave Wealth Advisors's 13F filing for Q1 2025, filed 25 Apr 2025.