SIM
LADR

Synergy Investment Management’s Ladder Capital LADR Stock Holding History

Synergy Investment 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
2025
Q1 		– Sell
-267
Closed -$2.99K – 636
2024
Q4 		$2.99K Buy
+267
New +$3.07K ﹤0.01% 533

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
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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return

Synergy Investment Management's LADR Position: Q1 2025 in Review

Synergy Investment Management sold out of Ladder Capital (LADR) in Q1 2025, closing a stake of 267 shares — an estimated $2.99K sold.

Synergy Investment Management first reported a position in LADR in Q4 2024 and held it in 1 quarter. The position peaked at $2.99K in Q4 2024. 221 funds tracked by Wall St. Rank hold LADR as of Q1 2025.

  • Synergy Investment Management reported no remaining Ladder Capital position as of Q1 2025 after selling out during the quarter.
  • Synergy Investment Management sold 267 Ladder Capital shares in Q1 2025, an estimated $2.99K.
  • Synergy Investment Management first reported a position in Ladder Capital in Q4 2024 and held it in 1 quarter.
  • Synergy Investment Management's Ladder Capital position peaked at $2.99K in Q4 2024.
  • 221 funds tracked by Wall St. Rank held Ladder Capital as of Q1 2025.

Based on Synergy Investment Management's 13F filing for Q1 2025, filed 30 Apr 2025.