JIR
WD icon

James Investment Research’s Walker & Dunlop WD Stock Holding History

James Investment Research’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
2022
Q2 		– Sell
-265
Closed -$34K – 555
2022
Q1 		$34K Buy
+265
New +$36.4K ﹤0.01% 382
2019
Q4 		– Sell
-4,115
Closed -$230K – 563
2019
Q3 		$230K Hold
4,115
– – 0.02% 298
2019
Q2 		$219K Sell
4,115
-8,485
-67% -$449K 0.02% 348
2019
Q1 		$641K Buy
+12,600
New +$640K 0.04% 411
2018
Q4 		– Sell
-38,570
Closed -$2.04M – 894
2018
Q3 		$2.04M Buy
38,570
+2,760
+8% +$153K 0.08% 381
2018
Q2 		$1.99M Buy
+35,810
New +$2.06M 0.08% 363
2018
Q1 		– Sell
-31,490
Closed -$1.5M – 854
2017
Q4 		$1.5M Sell
31,490
-24,395
-44% -$1.24M 0.05% 436
2017
Q3 		$2.92M Buy
55,885
+8,820
+19% +$430K 0.1% 164
2017
Q2 		$2.3M Sell
47,065
-10,745
-19% -$501K 0.07% 184
2017
Q1 		$2.41M Buy
+57,810
New +$2.13M 0.07% 190

Other funds holding WD

BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return