CL
WD icon

Choreo LLC’s Walker & Dunlop WD Stock Holding History

Choreo LLC’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 		$308K Buy
6,948
+1,233
+22% +$69.5K ﹤0.01% 1237
2025
Q4 		$347K Sell
5,715
-82
-1% -$5.82K ﹤0.01% 1123
2025
Q3 		$485K Sell
5,797
-934
-14% -$75.2K 0.01% 937
2025
Q2 		$474K Buy
6,731
+565
+9% +$40.8K 0.01% 919
2025
Q1 		$526K Buy
6,166
+17
+0.3% +$1.52K 0.01% 803
2024
Q4 		$595K Sell
6,149
-135
-2% -$14.6K 0.01% 814
2024
Q3 		$696K Sell
6,284
-32
-0.5% -$3.35K 0.01% 740
2024
Q2 		$593K Buy
6,316
+1,729
+38% +$165K 0.01% 743
2024
Q1 		$464K Buy
4,587
+338
+8% +$32.5K 0.01% 443
2023
Q4 		$472K Buy
+4,249
New +$349K 0.01% 412
2023
Q3 		– Sell
-2,648
Closed -$209K – 485
2023
Q2 		$209K Buy
+2,648
New +$191K 0.01% 439
2020
Q1 		– Sell
-3,319
Closed -$215K – 203
2019
Q4 		$215K Buy
+3,319
New +$210K 0.02% 188

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