Position in LADR
as of Mar 31, 2026
· filed May 13, 2026
Position Value
$4,273,759
-$546,301 QoQ
Shares Held
437,437
-0.3% QoQ
Ownership
0.343%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Jun 2020
12 quarters on record
Voting authority
Sole 0.0683526999316473.ToString("F0")%
Shared 0.ToString("F0")%
None 99.93164730006835.ToString("F0")%
Common Shares in LADR Over Time
Shares Held
Position Value (USD)
Position in REIT - Mortgage
Real Estate · as of Mar 31, 2026Lido Advisors, LLC holds $15,539,895 across 14 REIT - Mortgage names. LADR ranks #1 (27.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | LADR |
Ladder Capital Corp
This page
|
437,437 | $4,273,759 | |
| 2 | STWD |
Starwood Property Trust, Inc.
|
172,943 | $2,978,078 | |
| 3 | DX |
Dynex Capital Inc
|
109,768 | $1,400,639 | |
| 4 | RITM |
Rithm Capital Corp.
|
133,461 | $1,265,210 | |
| 5 | SEVN |
Seven Hills Realty Trust
|
123,038 | $1,011,372 | |
| 6 | EFC |
Ellington Financial Inc.
|
70,904 | $840,212 | |
| 7 | ARI |
Apollo Commercial Real Estate Finance, Inc.
|
75,724 | $799,645 | |
| 8 | AGNC |
AGNC Investment Corp.
|
76,781 | $770,113 |
All Filings in LADR
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12 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $4,273,759 | 437,437 | Shares | Sole | 2026-05-13 | |
| 2025-12-31 | $4,820,060 | 438,586 | Shares | Sole | 2026-02-10 | |
| 2025-09-30 | $4,784,973 | 438,586 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $4,565,858 | 424,731 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $4,471,590 | 391,901 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $3,965,769 | 354,403 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $3,715,074 | 320,265 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $3,586,539 | 317,674 | Shares | Sole | 2024-08-15 | |
| 2024-03-31 | $3,539,161 | 317,984 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $3,441,823 | 299,029 | Shares | Sole | 2024-02-14 | |
| 2020-09-30 | $356,000 | 50,000 | Shares | Sole | 2020-11-12 | |
| 2020-06-30 | $567,000 | 70,000 | Shares | Sole | 2020-08-12 | |
| No filing history on record for this holder in this stock. | ||||||