Position in LADR
as of Jun 30, 2026
· filed Jul 28, 2026
Position Value
$2,278,938
-$740,099 QoQ
Shares Held
229,039
-25.9% QoQ
Ownership
0.181%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#46
of 223 holders
Holding Since
Jun 2024
8 quarters on record
Common Shares in LADR Over Time
Shares Held
Position Value (USD)
Position in REIT - Mortgage
Real Estate · as of Jun 30, 2026Kestra Advisory Services, LLC holds $20,011,371 across 15 REIT - Mortgage names. LADR ranks #4 (11.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NLY |
Annaly Capital Management Inc
|
236,733 | $5,293,349 | |
| 2 | STWD |
Starwood Property Trust, Inc.
|
254,615 | $4,170,593 | |
| 3 | AGNC |
AGNC Investment Corp.
|
293,745 | $3,201,820 | |
| 4 | LADR |
Ladder Capital Corp
This page
|
229,039 | $2,278,938 | |
| 5 | RITM |
Rithm Capital Corp.
|
109,593 | $1,029,078 | |
| 6 | ARI |
Apollo Commercial Real Estate Finance, Inc.
|
89,759 | $958,626 | |
| 7 | BXMT |
Blackstone Mortgage Trust, Inc.
|
53,269 | $902,909 | |
| 8 | BRSP |
BrightSpire Capital, Inc.
|
104,204 | $567,911 |
All Filings in LADR
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8 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,278,938 | 229,039 | Shares | Sole | 2026-07-28 | |
| 2026-03-31 | $3,019,037 | 309,011 | Shares | Sole | 2026-04-30 | |
| 2025-12-31 | $591,778 | 53,847 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $591,823 | 54,246 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $2,599,178 | 241,784 | Shares | Sole | 2025-08-15 | |
| 2025-03-31 | $2,984,422 | 261,562 | Shares | Sole | 2025-05-14 | |
| 2024-12-31 | $2,926,878 | 261,562 | Shares | Sole | 2025-02-10 | |
| 2024-06-30 | $3,001,130 | 265,822 | Shares | Sole | 2024-08-14 | |
| No filing history on record for this holder in this stock. | ||||||