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 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 New York $5.72T AUM 30.48% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return

Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

DRZID

DePrince Race & Zollo Inc (DRZ) Winter Park, Florida $5.29B AUM 20.14% 1-Year Est. Return

Atria Investments's WD Position: Q1 2026 in Review

Atria Investments reduced its Walker & Dunlop (WD) stake by 6.9% in Q1 2026, selling an estimated $22.5K and leaving 5,420 shares worth $241K. The position accounts for ﹤0.01% of the portfolio, ranked #1883.

Atria Investments first reported a position in WD in Q2 2024 and has held it in 8 quarters since. The position peaked at $488K in Q3 2025. 254 funds tracked by Wall St. Rank hold WD as of Q1 2026.

Atria Investments held 5,420 shares of Walker & Dunlop worth $241K as of Q1 2026.
Atria Investments sold 400 Walker & Dunlop shares in Q1 2026, an estimated $22.5K.
Walker & Dunlop made up ﹤0.01% of Atria Investments's portfolio in Q1 2026, its #1883 holding.
Atria Investments first reported a position in Walker & Dunlop in Q2 2024 and has held it in 8 quarters since.
Atria Investments's Walker & Dunlop position peaked at $488K in Q3 2025.
254 funds tracked by Wall St. Rank held Walker & Dunlop as of Q1 2026.

Based on Atria Investments's 13F filing for Q1 2026, filed 5 May 2026.