Burney Company’s Walker & Dunlop WD Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
Sell
-5,528
Closed -$390K 615
2025
Q2
$390K Buy
5,528
+1,004
+22% +$72.5K 0.01% 454
2025
Q1
$386K Sell
4,524
-1,145
-20% -$103K 0.01% 452
2024
Q4
$551K Buy
5,669
+750
+15% +$81.2K 0.02% 409
2024
Q3
$559K Sell
4,919
-210
-4% -$22K 0.02% 417
2024
Q2
$504K Sell
5,129
-404
-7% -$38.4K 0.02% 423
2024
Q1
$559K Sell
5,533
-218
-4% -$20.9K 0.02% 414
2023
Q4
$638K Sell
5,751
-500
-8% -$41.1K 0.03% 387
2023
Q3
$464K Sell
6,251
-850
-12% -$71.8K 0.02% 412
2023
Q2
$562K Sell
7,101
-1,159
-14% -$83.7K 0.03% 385
2023
Q1
$629K Sell
8,260
-570
-6% -$49.4K 0.03% 368
2022
Q4
$693K Sell
8,830
-2,420
-22% -$203K 0.04% 345
2022
Q3
$942K Sell
11,250
-3,534
-24% -$361K 0.05% 308
2022
Q2
$1.42M Sell
14,784
-4,294
-23% -$474K 0.07% 252
2022
Q1
$2.47M Sell
19,078
-3,042
-14% -$417K 0.11% 201
2021
Q4
$3.34M Sell
22,120
-1,449
-6% -$202K 0.14% 171
2021
Q3
$2.67M Sell
23,569
-4,307
-15% -$451K 0.13% 193
2021
Q2
$2.91M Sell
27,876
-8,600
-24% -$900K 0.14% 187
2021
Q1
$3.75M Sell
36,476
-57,374
-61% -$5.57M 0.18% 146
2020
Q4
$8.64M Sell
93,850
-2,240
-2% -$166K 0.47% 63
2020
Q3
$5.09M Sell
96,090
-1,219
-1% -$64K 0.32% 97
2020
Q2
$4.94M Sell
97,309
-2,188
-2% -$89.5K 0.32% 93
2020
Q1
$4.01M Buy
99,497
+12,233
+14% +$771K 0.31% 96
2019
Q4
$5.64M Buy
87,264
+3,854
+5% +$244K 0.31% 106
2019
Q3
$4.67M Sell
83,410
-259
-0.3% -$14.5K 0.28% 110
2019
Q2
$4.45M Buy
83,669
+3,644
+5% +$193K 0.27% 115
2019
Q1
$4.07M Sell
80,025
-16,605
-17% -$843K 0.25% 127
2018
Q4
$4.18M Sell
96,630
-30,281
-24% -$1.39M 0.29% 111
2018
Q3
$6.71M Buy
126,911
+10,020
+9% +$557K 0.4% 79
2018
Q2
$6.5M Buy
116,891
+111,846
+2,217% +$6.45M 0.38% 80
2018
Q1
$300K Buy
+5,045
New +$250K 0.02% 336

Other funds holding WD

Burney Company's WD Position: Q3 2025 in Review

Burney Company sold out of Walker & Dunlop (WD) in Q3 2025, closing a stake of 5,528 shares — an estimated $390K sold.

Burney Company first reported a position in WD in Q1 2018 and held it in 30 quarters. The position peaked at $8.64M in Q4 2020. 283 funds tracked by Wall St. Rank hold WD as of Q3 2025.

  • Burney Company reported no remaining Walker & Dunlop position as of Q3 2025 after selling out during the quarter.
  • Burney Company sold 5,528 Walker & Dunlop shares in Q3 2025, an estimated $390K.
  • Burney Company first reported a position in Walker & Dunlop in Q1 2018 and held it in 30 quarters.
  • Burney Company's Walker & Dunlop position peaked at $8.64M in Q4 2020.
  • 283 funds tracked by Wall St. Rank held Walker & Dunlop as of Q3 2025.

Based on Burney Company's 13F filing for Q3 2025, filed 16 Oct 2025.