Peak Financial Management’s Ladder Capital LADR Stock Holding History

Peak Financial Management’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
2024 Q1	–	Sell	-19,826	Closed	-$228K	–	99
2023 Q4	$228K	Buy	+19,826	New	+$211K	0.08%	76

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

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

Peak Financial Management's LADR Position: Q1 2024 in Review

Peak Financial Management sold out of Ladder Capital (LADR) in Q1 2024, closing a stake of 19,826 shares — an estimated $228K sold.

Peak Financial Management first reported a position in LADR in Q4 2023 and held it in 1 quarter. The position peaked at $228K in Q4 2023. 197 funds tracked by Wall St. Rank hold LADR as of Q1 2024.

Peak Financial Management reported no remaining Ladder Capital position as of Q1 2024 after selling out during the quarter.
Peak Financial Management sold 19,826 Ladder Capital shares in Q1 2024, an estimated $228K.
Peak Financial Management first reported a position in Ladder Capital in Q4 2023 and held it in 1 quarter.
Peak Financial Management's Ladder Capital position peaked at $228K in Q4 2023.
197 funds tracked by Wall St. Rank held Ladder Capital as of Q1 2024.

Based on Peak Financial Management's 13F filing for Q1 2024, filed 23 Apr 2024.