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Atria Investments’s Walker & Dunlop WD Stock Holding History

Atria Investments’s Portfolio WD Stock Details WD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$279K Sell
5,095
-325
-6% -$16.5K ﹤0.01% 1901
2026
Q1 		$241K Sell
5,420
-400
-7% -$22.5K ﹤0.01% 1883
2025
Q4 		$350K Sell
5,820
-15
-0.3% -$1.06K ﹤0.01% 1656
2025
Q3 		$488K Buy
5,835
+125
+2% +$10.1K 0.01% 1428
2025
Q2 		$402K Buy
5,710
+890
+18% +$64.3K ﹤0.01% 1542
2025
Q1 		$411K Buy
4,820
+491
+11% +$44K 0.01% 1455
2024
Q4 		$421K Buy
4,329
+508
+13% +$55K 0.01% 1416
2024
Q3 		$434K Buy
3,821
+870
+29% +$91.1K 0.01% 1399
2024
Q2 		$290K Buy
+2,951
New +$281K ﹤0.01% 1610

Other funds holding WD

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return
JT
Jupiter Topco New York $245B AUM
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
DRZID
DePrince Race & Zollo Inc (DRZ) Winter Park, Florida $5.66B AUM 23.19% 1-Year Est. Return

Atria Investments's WD Position: Q2 2026 in Review

Atria Investments reduced its Walker & Dunlop (WD) stake by 6% in Q2 2026, selling an estimated $16.5K and leaving 5,095 shares worth $279K. The position accounts for ﹤0.01% of the portfolio, ranked #1901.

Atria Investments first reported a position in WD in Q2 2024 and has held it in 9 quarters since. The position peaked at $488K in Q3 2025. 266 funds tracked by Wall St. Rank hold WD as of Q2 2026.

  • Atria Investments held 5,095 shares of Walker & Dunlop worth $279K as of Q2 2026.
  • Atria Investments sold 325 Walker & Dunlop shares in Q2 2026, an estimated $16.5K.
  • Walker & Dunlop made up ﹤0.01% of Atria Investments's portfolio in Q2 2026, its #1901 holding.
  • Atria Investments first reported a position in Walker & Dunlop in Q2 2024 and has held it in 9 quarters since.
  • Atria Investments's Walker & Dunlop position peaked at $488K in Q3 2025.
  • 266 funds tracked by Wall St. Rank held Walker & Dunlop as of Q2 2026.

Based on Atria Investments's 13F filing for Q2 2026, filed 28 Jul 2026.