OIA
LADR

Optimum Investment Advisors’s Ladder Capital LADR Stock Holding History

Optimum 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
2023
Q2 		– Sell
-1,600
Closed -$15.1K – 735
2023
Q1 		$15.1K Hold
1,600
– – 0.01% 519
2022
Q4 		$16.1K Hold
1,600
– – 0.01% 519
2022
Q3 		$14K Hold
1,600
– – 0.01% 545
2022
Q2 		$17K Hold
1,600
– – 0.01% 535
2022
Q1 		$19K Hold
1,600
– – 0.01% 572
2021
Q4 		$19K Hold
1,600
– – 0.01% 600
2021
Q3 		$18K Sell
1,600
-2,000
-56% -$22.4K 0.01% 606
2021
Q2 		$42K Hold
3,600
– – 0.01% 547
2021
Q1 		$42K Hold
3,600
– – 0.01% 536
2020
Q4 		$35K Sell
3,600
-5,000
-58% -$42.5K 0.01% 538
2020
Q3 		$61K Sell
8,600
-600
-7% -$4.51K 0.02% 411
2020
Q2 		$75K Sell
9,200
-8,400
-48% -$63.1K 0.03% 366
2020
Q1 		$83K Buy
17,600
+11,000
+167% +$167K 0.03% 341
2019
Q4 		$119K Buy
+6,600
New +$114K 0.04% 369
2019
Q3 		– Sell
-3,619
Closed -$60K – 1010
2019
Q2 		$60K Hold
3,619
– – 0.02% 471
2019
Q1 		$62K Hold
3,619
– – 0.02% 466
2018
Q4 		$56K Buy
3,619
+119
+3% +$2.02K 0.02% 451
2018
Q3 		$59K Buy
+3,500
New +$58.4K 0.02% 503

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
Jennison Associates
Jennison Associates New York $145B AUM 34.61% 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
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Balyasny Asset Management
Balyasny Asset Management Chicago, Illinois $77.1B AUM 42.89% 1-Year Est. Return

Optimum Investment Advisors's LADR Position: Q2 2023 in Review

Optimum Investment Advisors sold out of Ladder Capital (LADR) in Q2 2023, closing a stake of 1,600 shares — an estimated $15.1K sold.

Optimum Investment Advisors first reported a position in LADR in Q3 2018 and held it in 18 quarters. The position peaked at $119K in Q4 2019. 172 funds tracked by Wall St. Rank hold LADR as of Q2 2023.

  • Optimum Investment Advisors reported no remaining Ladder Capital position as of Q2 2023 after selling out during the quarter.
  • Optimum Investment Advisors sold 1,600 Ladder Capital shares in Q2 2023, an estimated $15.1K.
  • Optimum Investment Advisors first reported a position in Ladder Capital in Q3 2018 and held it in 18 quarters.
  • Optimum Investment Advisors's Ladder Capital position peaked at $119K in Q4 2019.
  • 172 funds tracked by Wall St. Rank held Ladder Capital as of Q2 2023.

Based on Optimum Investment Advisors's 13F filing for Q2 2023, filed 3 Aug 2023.