Davidson Kahn Capital Management’s Walker & Dunlop WD Stock Holding History

Davidson Kahn Capital Management’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	$253K	Sell	4,627 -503	-10%	-$25.5K	0.11%	62
2026 Q1	$226K	Sell	5,130 -30,861	-86%	-$1.74M	0.12%	59
2025 Q4	$2.15M	Buy	35,991 +84	+0.2%	+$5.96K	1.12%	28
2025 Q3	$3.01M	Buy	35,907 +518	+1%	+$41.7K	1.67%	21
2025 Q2	$2.5M	Buy	35,389 +2,110	+6%	+$152K	1.6%	22
2025 Q1	$2.84M	Buy	33,279 +6,240	+23%	+$559K	2.19%	15
2024 Q4	$2.63M	Buy	+27,039	New	+$2.93M	2.42%	15

Other funds holding WD

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

ERIC

Eagle Rock Investment Company Atlanta, Georgia $808M AUM 44.28% 1-Year Est. Return

LSERS

Louisiana State Employees Retirement System Baton Rouge, Louisiana $6.74B AUM 53.06% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

SIG

Spinnaker Investment Group Newport Beach, California $624M AUM 17.54% 1-Year Est. Return

SOADOR

State of Alaska Department of Revenue Juneau, Alaska $10.1B AUM 42.83% 1-Year Est. Return

FAB

First American Bank Dundee, Illinois $1.79B AUM 30.35% 1-Year Est. Return

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

PFSRSONJ

Police & Firemen's Retirement System of New Jersey Trenton, New Jersey $13.3B AUM 45.46% 1-Year Est. Return

Amalgamated Bank New York $14.5B AUM 44.3% 1-Year Est. Return

Davidson Kahn Capital Management's WD Position: Q2 2026 in Review

Davidson Kahn Capital Management reduced its Walker & Dunlop (WD) stake by 9.8% in Q2 2026, selling an estimated $25.5K and leaving 4,627 shares worth $253K. The position accounts for 0.11% of the portfolio, ranked #62.

Davidson Kahn Capital Management first reported a position in WD in Q4 2024 and has held it in 7 quarters since. The position peaked at $3.01M in Q3 2025. 38 funds tracked by Wall St. Rank hold WD as of Q2 2026.

Davidson Kahn Capital Management held 4,627 shares of Walker & Dunlop worth $253K as of Q2 2026.
Davidson Kahn Capital Management sold 503 Walker & Dunlop shares in Q2 2026, an estimated $25.5K.
Walker & Dunlop made up 0.11% of Davidson Kahn Capital Management's portfolio in Q2 2026, its #62 holding.
Davidson Kahn Capital Management first reported a position in Walker & Dunlop in Q4 2024 and has held it in 7 quarters since.
Davidson Kahn Capital Management's Walker & Dunlop position peaked at $3.01M in Q3 2025.
38 funds tracked by Wall St. Rank held Walker & Dunlop as of Q2 2026.

Based on Davidson Kahn Capital Management's 13F filing for Q2 2026, filed 15 Jul 2026.