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 $5.72T AUM 30.48% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

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 Austin, Texas $481B AUM 30.42% 1-Year Est. Return

T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return

Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return

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

HighTower Advisors's WD Position: Q1 2026 in Review

HighTower Advisors increased its Walker & Dunlop (WD) stake by 3.2% in Q1 2026, buying an estimated $54.6K and bringing the position to 31,019 shares worth $1.38M. The position accounts for ﹤0.01% of the portfolio, ranked #1972.

HighTower Advisors first reported a position in WD in Q4 2019 and has held it in 25 quarters since. The position peaked at $3.23M in Q4 2021. 254 funds tracked by Wall St. Rank hold WD as of Q1 2026.

HighTower Advisors held 31,019 shares of Walker & Dunlop worth $1.38M as of Q1 2026.
HighTower Advisors bought 969 Walker & Dunlop shares in Q1 2026, an estimated $54.6K.
Walker & Dunlop made up ﹤0.01% of HighTower Advisors's portfolio in Q1 2026, its #1972 holding.
HighTower Advisors first reported a position in Walker & Dunlop in Q4 2019 and has held it in 25 quarters since.
HighTower Advisors's Walker & Dunlop position peaked at $3.23M in Q4 2021.
254 funds tracked by Wall St. Rank held Walker & Dunlop as of Q1 2026.

Based on HighTower Advisors's 13F filing for Q1 2026, filed 5 May 2026.