Root Financial Partners
LADR icon

Root Financial Partners’s Ladder Capital LADR Stock Holding History

Root Financial Partners’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
2026
Q3 		$1.96K Buy
+224
New +$2.17K ﹤0.01% 2657
2026
Q2 		– Sell
-123
Closed -$1.2K – 1926
2026
Q1 		$1.2K Buy
+123
New +$1.29K ﹤0.01% 2529

Other funds holding LADR

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Farther Finance Advisors
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Y-Intercept (HK)
Y-Intercept (HK) Hong Kong $4.52B AUM 6.6% 1-Year Est. Return
Counterpoint Mutual Funds
Counterpoint Mutual Funds San Diego, California $1.16B AUM 33.78% 1-Year Est. Return
Oppenheimer & Co
Oppenheimer & Co New York $9.5B AUM 27.65% 1-Year Est. Return
Capital Square
Capital Square Chattanooga, Tennessee $227M AUM 12.51% 1-Year Est. Return
Diversify Advisory Services
Diversify Advisory Services Sandy, Utah $6.69B AUM 18.85% 1-Year Est. Return
Diversify Wealth Management
Diversify Wealth Management Sandy, Utah $6.69B AUM 22.4% 1-Year Est. Return
STRS Ohio
STRS Ohio Columbus, Ohio $27.1B AUM 34.64% 1-Year Est. Return
Sanders Morris Harris
Sanders Morris Harris Houston, Texas $755M AUM 11.28% 1-Year Est. Return

Root Financial Partners's LADR Position: Q3 2026 in Review

Root Financial Partners opened a new position in Ladder Capital (LADR) in Q3 2026: 224 shares worth $1.96K. The stake represents ﹤0.01% of the portfolio and ranks #2657 among its holdings. This is a return to the name: Root Financial Partners previously reported a position in LADR as recently as Q1 2026.

Root Financial Partners first reported a position in LADR in Q1 2026 and has held it in 2 quarters since. 44 funds tracked by Wall St. Rank hold LADR as of Q3 2026.

  • Root Financial Partners held 224 shares of Ladder Capital worth $1.96K as of Q3 2026.
  • Ladder Capital was a new Root Financial Partners position in Q3 2026.
  • Ladder Capital made up ﹤0.01% of Root Financial Partners's portfolio in Q3 2026, its #2657 holding.
  • Root Financial Partners first reported a position in Ladder Capital in Q1 2026 and has held it in 2 quarters since.
  • 44 funds tracked by Wall St. Rank held Ladder Capital as of Q3 2026.

Based on Root Financial Partners's 13F filing for Q3 2026, filed 21 Oct 2026.