Creative Planning

Position in LADR — Ladder Capital Corp

CIK 1540235 OVERLAND PARK, KS

Position in LADR

as of Mar 31, 2026 · filed May 12, 2026 Compact

Position Value

$384,810

+$6,667 QoQ

Shares Held

39,387

+14.5% QoQ

Ownership

0.031%

of shares outstanding

% of Portfolio

0.00%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Mar 2023

13 quarters on record

Voting authority Sole 0.22088506359966487.ToString("F0")% Shared 0.ToString("F0")% None 99.77911493640033.ToString("F0")%

Real Estate · as of Mar 31, 2026

Creative Planning holds $16,811,655 across 24 REIT - Mortgage names. LADR ranks #9 (2.3% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	AGNC	AGNC Investment Corp.	412,920	$4,141,587
2	NLY	Annaly Capital Management Inc	147,968	$3,129,523
3	STWD	Starwood Property Trust, Inc.	165,971	$2,858,020
4	RITM	Rithm Capital Corp.	177,366	$1,681,429
5	BXMT	Blackstone Mortgage Trust, Inc.	28,782	$551,175
6	RC	Ready Capital Corp	328,679	$532,459
7	DX	Dynex Capital Inc	35,948	$458,696
8	ARR	Armour Residential REIT, Inc.	24,455	$407,909

13 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$384,810	39,387	+14.5%	Shares	Sole	2026-05-12
2025-12-31	$378,143	34,408	-3.0%	Shares	Sole	2026-02-17
2025-09-30	$386,824	35,456	+31.1%	Shares	Sole	2025-11-14
2025-06-30	$290,701	27,042	-30.7%	Shares	Sole	2025-08-08
2025-03-31	$445,035	39,004	-3.8%	Shares	Sole	2025-05-15
2024-12-31	$453,575	40,534	+8.7%	Shares	Sole	2025-02-14
2024-09-30	$432,703	37,302	+2.5%	Shares	Sole	2024-10-11
2024-06-30	$410,876	36,393	+34.2%	Shares	Sole	2024-08-15
2024-03-31	$301,823	27,118	-2.2%	Shares	Sole	2024-05-13
2023-12-31	$319,310	27,742	+57.3%	Shares	Sole	2024-02-14
2023-09-30	$180,935	17,635	-3.3%	Shares	Sole	2023-11-16
2023-06-30	$197,947	18,244	+75.7%	Shares	Sole	2023-07-21
2023-03-31	$98,100	10,381	—	Shares	Sole	2023-05-15
No filing history on record for this holder in this stock.