CA
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Carson Advisory’s Walker & Dunlop WD Stock Holding History

Carson Advisory’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 		$582K Buy
13,125
+1,000
+8% +$56.4K 0.3% 79
2025
Q4 		$729K Sell
12,125
-600
-5% -$42.6K 0.38% 63
2025
Q3 		$1.06M Buy
12,725
+225
+2% +$18.1K 0.57% 41
2025
Q2 		$881K Sell
12,500
-100
-0.8% -$7.22K 0.56% 50
2025
Q1 		$1.08M Hold
12,600
– – 0.72% 36
2024
Q4 		$1.22M Sell
12,600
-150
-1% -$16.2K 0.85% 29
2024
Q3 		$1.45M Hold
12,750
– – 0.91% 25
2024
Q2 		$1.25M Sell
12,750
-350
-3% -$33.3K 0.88% 28
2024
Q1 		$1.32M Sell
13,100
-50
-0.4% -$4.8K 0.93% 27
2023
Q4 		$1.46M Sell
13,150
-850
-6% -$69.8K 1.14% 25
2023
Q3 		$1.04M Buy
14,000
+50
+0.4% +$4.23K 0.91% 31
2023
Q2 		$1.1M Buy
13,950
+1,800
+15% +$130K 0.93% 29
2023
Q1 		$925K Buy
12,150
+150
+1% +$13K 0.82% 36
2022
Q4 		$942K Buy
12,000
+1,100
+10% +$92.4K 0.9% 31
2022
Q3 		$913K Buy
10,900
+50
+0.5% +$5.1K 1.01% 27
2022
Q2 		$1.04M Buy
10,850
+400
+4% +$44.1K 1.17% 21
2022
Q1 		$1.35M Buy
10,450
+100
+1% +$13.7K 1.35% 19
2021
Q4 		$1.56M Buy
+10,350
New +$1.44M 1.58% 14

Other funds holding WD

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
State Street
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
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
Geode Capital Management
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