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Guerra Pan Advisors’s Walker & Dunlop WD Stock Holding History

Guerra Pan Advisors’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
2025
Q4 		– Sell
-2,549
Closed -$213K – 116
2025
Q3 		$213K Buy
+2,549
New +$205K 0.13% 108
2025
Q2 		– Sell
-3,240
Closed -$277K – 117
2025
Q1 		$277K Sell
3,240
-88
-3% -$7.88K 0.22% 89
2024
Q4 		$324K Sell
3,328
-477
-13% -$51.6K 0.23% 85
2024
Q3 		$432K Hold
3,805
– – 0.35% 71
2024
Q2 		$374K Buy
3,805
+1
+0% +$95 0.31% 73
2024
Q1 		$384K Sell
3,804
-54
-1% -$5.19K 0.36% 72
2023
Q4 		$428K Hold
3,858
– – 0.41% 64
2023
Q3 		$286K Hold
3,858
– – 0.33% 70
2023
Q2 		$305K Sell
3,858
-779
-17% -$56.3K 0.34% 72
2023
Q1 		$353K Sell
4,637
-39
-0.8% -$3.38K 0.44% 60
2022
Q4 		$367K Buy
4,676
+1
+0% +$84 0.5% 56
2022
Q3 		$401K Hold
4,675
– – 0.58% 54
2022
Q2 		$527K Hold
4,675
– – 0.65% 53
2022
Q1 		$557K Sell
4,675
-138
-3% -$18.9K 0.67% 52
2021
Q4 		$726K Buy
+4,813
New +$671K 0.72% 44

Other funds holding WD

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
DRZID
DePrince Race & Zollo Inc (DRZ) Winter Park, Florida $5.29B AUM 20.14% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
RA
Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return

Guerra Pan Advisors's WD Position: Q4 2025 in Review

Guerra Pan Advisors sold out of Walker & Dunlop (WD) in Q4 2025, closing a stake of 2,549 shares — an estimated $213K sold.

Guerra Pan Advisors first reported a position in WD in Q4 2021 and held it in 15 quarters. The position peaked at $726K in Q4 2021. 277 funds tracked by Wall St. Rank hold WD as of Q4 2025.

  • Guerra Pan Advisors reported no remaining Walker & Dunlop position as of Q4 2025 after selling out during the quarter.
  • Guerra Pan Advisors sold 2,549 Walker & Dunlop shares in Q4 2025, an estimated $213K.
  • Guerra Pan Advisors first reported a position in Walker & Dunlop in Q4 2021 and held it in 15 quarters.
  • Guerra Pan Advisors's Walker & Dunlop position peaked at $726K in Q4 2021.
  • 277 funds tracked by Wall St. Rank held Walker & Dunlop as of Q4 2025.

Based on Guerra Pan Advisors's 13F filing for Q4 2025, filed 13 Jan 2026.