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 Q3	–	Sell	-4,627	Closed	-$253K	–	76
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

Kathmere Capital Management Wayne, Pennsylvania $2.07B AUM 20.3% 1-Year Est. Return

ARGA Investment Management Stamford, Connecticut $3.94B AUM 28.9% 1-Year Est. Return

Verdence Capital Advisors Hunt Valley, Maryland $2.35B AUM 27.25% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return

Steinberg Asset Management New York $154M AUM 31.68% 1-Year Est. Return

Louisiana State Employees Retirement System Baton Rouge, Louisiana $6.56B AUM 41.43% 1-Year Est. Return

Harbor Capital Advisors Chicago, Illinois $1.48B AUM 30.88% 1-Year Est. Return

First American Bank Dundee, Illinois $1.81B AUM 24.18% 1-Year Est. Return

Amalgamated Bank New York $14.3B AUM 35.81% 1-Year Est. Return

Choreo LLC Rockford, Illinois $9.7B AUM 18.43% 1-Year Est. Return

Davidson Kahn Capital Management's WD Position: Q3 2026 in Review

Davidson Kahn Capital Management sold out of Walker & Dunlop (WD) in Q3 2026, closing a stake of 4,627 shares — an estimated $253K sold.

Davidson Kahn Capital Management first reported a position in WD in Q4 2024 and held it in 7 quarters. The position peaked at $3.01M in Q3 2025. 46 funds tracked by Wall St. Rank hold WD as of Q3 2026.

Davidson Kahn Capital Management reported no remaining Walker & Dunlop position as of Q3 2026 after selling out during the quarter.
Davidson Kahn Capital Management sold 4,627 Walker & Dunlop shares in Q3 2026, an estimated $253K.
Davidson Kahn Capital Management first reported a position in Walker & Dunlop in Q4 2024 and held it in 7 quarters.
Davidson Kahn Capital Management's Walker & Dunlop position peaked at $3.01M in Q3 2025.
46 funds tracked by Wall St. Rank held Walker & Dunlop as of Q3 2026.

Based on Davidson Kahn Capital Management's 13F filing for Q3 2026, filed 26 Oct 2026.