HighTower Advisors’s Walker & Dunlop WD Stock Holding History

HighTower 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
2023 Q1	–	Sell	-20	Closed	-$44.4K	–	3685
2022 Q4	$44.4K	Sell	20 -25	-56%	-$2.1K	﹤0.01%	3051
2022 Q3	$41K	Sell	45 -2,455	-98%	-$251K	﹤0.01%	2909
2022 Q2	$17K	Buy	+2,500	New	+$276K	﹤0.01%	3015
2020 Q2	–	Sell	-10,000	Closed	-$150K	–	2549
2020 Q1	$150K	Sell	10,000 -5,000	-33%	-$315K	﹤0.01%	1870
2019 Q4	$19K	Buy	+15,000	New	+$949K	﹤0.01%	2170

Other funds holding WD

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return

Jupiter Topco New York $245B AUM

AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

DRZID

DePrince Race & Zollo Inc (DRZ) Winter Park, Florida $5.96B AUM 38.5% 1-Year Est. Return

HighTower Advisors's WD Position: Q2 2026 in Review

HighTower Advisors reduced its Walker & Dunlop (WD) stake by 2.9% in Q2 2026, selling an estimated $45.5K and leaving 30,120 shares worth $1.65M. The position accounts for ﹤0.01% of the portfolio, ranked #1896.

HighTower Advisors first reported a position in WD in Q4 2019 and has held it in 26 quarters since. The position peaked at $3.23M in Q4 2021. 266 funds tracked by Wall St. Rank hold WD as of Q2 2026.

HighTower Advisors held 30,120 shares of Walker & Dunlop worth $1.65M as of Q2 2026.
HighTower Advisors sold 899 Walker & Dunlop shares in Q2 2026, an estimated $45.5K.
Walker & Dunlop made up ﹤0.01% of HighTower Advisors's portfolio in Q2 2026, its #1896 holding.
HighTower Advisors first reported a position in Walker & Dunlop in Q4 2019 and has held it in 26 quarters since.
HighTower Advisors's Walker & Dunlop position peaked at $3.23M in Q4 2021.
266 funds tracked by Wall St. Rank held Walker & Dunlop as of Q2 2026.

Based on HighTower Advisors's 13F filing for Q2 2026, filed 5 Aug 2026.