NFG
LADR

Next Financial Group’s Ladder Capital LADR Stock Holding History

Next Financial Group’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
2021
Q4 		$213K Buy
17,756
+5,758
+48% +$68.3K 0.01% 870
2021
Q3 		$133K Buy
11,998
+2,107
+21% +$23.6K 0.01% 1001
2021
Q2 		$114K Buy
9,891
+41
+0.4% +$481 0.01% 1055
2021
Q1 		$116K Sell
9,850
-1,743
-15% -$19K 0.01% 963
2020
Q4 		$113K Buy
11,593
+1,612
+16% +$13.7K 0.01% 917
2020
Q3 		$71K Sell
9,981
-988
-9% -$7.43K 0.01% 988
2020
Q2 		$89K Buy
10,969
+168
+2% +$1.26K 0.01% 583
2020
Q1 		$51K Sell
10,801
-10,433
-49% -$159K 0.01% 989
2019
Q4 		$383K Buy
21,234
+2,675
+14% +$46.2K 0.04% 437
2019
Q3 		$321K Buy
18,559
+800
+5% +$13.5K 0.03% 474
2019
Q2 		$295K Buy
+17,759
New +$296K 0.03% 525

Other funds holding LADR

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Brown Advisory
Brown Advisory Baltimore, Maryland $60.9B AUM 15.24% 1-Year Est. Return
KI
Koch Industries Wichita, Kansas $853M AUM 37.49% 1-Year Est. Return
Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
OHA
Oak Hill Advisors New York $878M AUM 106.46% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Next Financial Group's LADR Position: Q4 2021 in Review

Next Financial Group increased its Ladder Capital (LADR) stake by 48% in Q4 2021, buying an estimated $68.3K and bringing the position to 17,756 shares worth $213K. The position accounts for 0.01% of the portfolio, ranked #870.

Next Financial Group first reported a position in LADR in Q2 2019 and has held it in 11 quarters since. The position peaked at $383K in Q4 2019. 168 funds tracked by Wall St. Rank hold LADR as of Q4 2021.

  • Next Financial Group held 17,756 shares of Ladder Capital worth $213K as of Q4 2021.
  • Next Financial Group bought 5,758 Ladder Capital shares in Q4 2021, an estimated $68.3K.
  • Ladder Capital made up 0.01% of Next Financial Group's portfolio in Q4 2021, its #870 holding.
  • Next Financial Group first reported a position in Ladder Capital in Q2 2019 and has held it in 11 quarters since.
  • Next Financial Group's Ladder Capital position peaked at $383K in Q4 2019.
  • 168 funds tracked by Wall St. Rank held Ladder Capital as of Q4 2021.

Based on Next Financial Group's 13F filing for Q4 2021, filed 15 Feb 2022.