Position in LADR
as of Mar 31, 2026
· filed May 11, 2026
Position Value
$6,522,246
-$740,099 QoQ
Shares Held
667,579
+1.0% QoQ
Ownership
0.523%
of shares outstanding
% of Portfolio
0.14%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
25 quarters on record
Voting authority
Sole 100.ToString("F0")%
Shared 0.ToString("F0")%
None 0.ToString("F0")%
Common Shares in LADR Over Time
Shares Held
Position Value (USD)
Position in REIT - Mortgage
Real Estate · as of Mar 31, 2026Aptus Capital Advisors, LLC holds $7,083,031 across 4 REIT - Mortgage names. LADR ranks #1 (92.1% of the industry book) .
All Filings in LADR
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25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $6,522,246 | 667,579 | Shares | Sole | 2026-05-11 | |
| 2025-12-31 | $7,262,345 | 660,814 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $7,178,943 | 658,015 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $6,139,314 | 571,099 | Shares | Sole | 2025-08-11 | |
| 2025-03-31 | $5,940,319 | 520,624 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $5,168,302 | 461,868 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $4,370,694 | 376,784 | Shares | Sole | 2024-11-05 | |
| 2024-06-30 | $3,336,770 | 295,551 | Shares | Sole | 2024-07-31 | |
| 2024-03-31 | $2,635,873 | 236,826 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $2,453,321 | 213,147 | Shares | Sole | 2024-02-13 | |
| 2023-09-30 | $2,210,988 | 215,496 | Shares | Sole | 2023-11-08 | |
| 2023-06-30 | $2,816,670 | 259,601 | Shares | Sole | 2023-08-11 | |
| 2023-03-31 | $2,239,782 | 237,014 | Shares | Sole | 2023-05-09 | |
| 2022-12-31 | $1,335,410 | 133,009 | Shares | Sole | 2023-02-13 | |
| 2022-09-30 | $1,046,743 | 116,824 | Shares | Sole | 2022-11-02 | |
| 2022-06-30 | $1,160,021 | 110,059 | Shares | Sole | 2022-07-29 | |
| 2022-03-31 | $1,258,220 | 106,000 | Shares | Sole | 2022-05-04 | |
| 2021-12-31 | $1,189,827 | 99,235 | Shares | Sole | 2022-02-02 | |
| 2021-09-30 | $887,237 | 80,293 | Shares | Sole | 2021-10-27 | |
| 2021-06-30 | $760,035 | 65,861 | Shares | Sole | 2021-07-27 | |
| 2021-03-31 | $660,080 | 55,939 | Shares | Sole | 2021-05-06 | |
| 2020-12-31 | $441,224 | 45,115 | Shares | Sole | 2021-02-10 | |
| 2020-09-30 | $269,840 | 37,899 | Shares | Sole | 2020-10-19 | |
| 2020-06-30 | $314,288 | 38,801 | Shares | Sole | 2020-07-22 | |
| 2020-03-31 | $181,779 | 38,350 | Shares | Sole | 2020-05-07 | |
| No filing history on record for this holder in this stock. | ||||||