Waverly Advisors’s Ladder Capital LADR Stock Holding History

Waverly 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
2025 Q2	–	Sell	-13,000	Closed	-$148K	–	1204
2025 Q1	$148K	Buy	+13,000	New	+$149K	﹤0.01%	1072

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

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

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

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return

Waverly Advisors's LADR Position: Q2 2025 in Review

Waverly Advisors sold out of Ladder Capital (LADR) in Q2 2025, closing a stake of 13,000 shares — an estimated $148K sold.

Waverly Advisors first reported a position in LADR in Q1 2025 and held it in 1 quarter. The position peaked at $148K in Q1 2025. 209 funds tracked by Wall St. Rank hold LADR as of Q2 2025.

Waverly Advisors reported no remaining Ladder Capital position as of Q2 2025 after selling out during the quarter.
Waverly Advisors sold 13,000 Ladder Capital shares in Q2 2025, an estimated $148K.
Waverly Advisors first reported a position in Ladder Capital in Q1 2025 and held it in 1 quarter.
Waverly Advisors's Ladder Capital position peaked at $148K in Q1 2025.
209 funds tracked by Wall St. Rank held Ladder Capital as of Q2 2025.

Based on Waverly Advisors's 13F filing for Q2 2025, filed 14 Aug 2025.