SMH
LADR

Sanders Morris Harris’s Ladder Capital LADR Stock Holding History

Sanders Morris Harris’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
Q2 		– Sell
-24,100
Closed -$235K – 184
2026
Q1 		$235K Buy
+24,100
New +$253K 0.04% 251
2025
Q4 		– Sell
-24,100
Closed -$263K – 176
2025
Q3 		$263K Hold
24,100
– – 0.03% 247
2025
Q2 		$259K Hold
24,100
– – 0.06% 115
2025
Q1 		$275K Hold
24,100
– – 0.04% 218
2024
Q4 		$272K Hold
24,100
– – 0.04% 232
2024
Q3 		$280K Sell
24,100
-5,000
-17% -$59.3K 0.05% 223
2024
Q2 		$329K Hold
29,100
– – 0.05% 203
2024
Q1 		$324K Buy
+29,100
New +$320K 0.06% 205
2023
Q4 		– Sell
-29,100
Closed -$299K – 208
2023
Q3 		$299K Hold
29,100
– – 0.06% 192
2023
Q2 		$316K Hold
29,100
– – 0.07% 188
2023
Q1 		$275K Buy
+29,100
New +$308K 0.1% 100
2022
Q4 		– Sell
-29,100
Closed -$261K – 237
2022
Q3 		$261K Hold
29,100
– – 0.06% 219
2022
Q2 		$307K Hold
29,100
– – 0.07% 206
2022
Q1 		$345K Hold
29,100
– – 0.07% 209
2021
Q4 		$349K Sell
29,100
-5,000
-15% -$59.3K 0.06% 217
2021
Q3 		$377K Hold
34,100
– – 0.07% 207
2021
Q2 		$394K Hold
34,100
– – 0.08% 208
2021
Q1 		$402K Hold
34,100
– – 0.09% 188
2020
Q4 		$333K Hold
34,100
– – 0.08% 212
2020
Q3 		$242K Buy
34,100
+2,500
+8% +$18.8K 0.07% 223
2020
Q2 		$256K Hold
31,600
– – 0.12% 91
2020
Q1 		$0 Buy
+31,600
New +$480K ﹤0.01% 235
2019
Q4 		– Sell
-14,400
Closed -$249K – 295
2019
Q3 		$249K Buy
14,400
+3,000
+26% +$50.7K 0.06% 232
2019
Q2 		$189K Buy
+11,400
New +$190K 0.05% 255

Other funds holding LADR

QCM
QRG Capital Management Chicago, Illinois $12.1B AUM 44.98% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
PFS
Prospera Financial Services Dallas, Texas $6.89B AUM 37.41% 1-Year Est. Return
SWM
Spire Wealth Management Mclean, Virginia $3.31B AUM 38.78% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.69B AUM 42.78% 1-Year Est. Return
VCM
Versant Capital Management Phoenix, Arizona $1.12B AUM 34.21% 1-Year Est. Return
SIC
Salem Investment Counselors Winston Salem, North Carolina $4.03B AUM 61.49% 1-Year Est. Return
APW
Allied Private Wealth Boca Raton, Florida $156M AUM
JWA
JFS Wealth Advisors Hermitage, Pennsylvania $2.01B AUM 21.74% 1-Year Est. Return
TM
Torren Management San Diego, California $197M AUM