Kestra Advisory Services
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Kestra Advisory Services’s Walker & Dunlop WD Stock Holding History

Kestra Advisory Services’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 		$503K Sell
14,340
-153
-1% -$6.75K ﹤0.01% 2495
2026
Q2 		$793K Buy
14,493
+1,134
+8% +$57.4K ﹤0.01% 1993
2026
Q1 		$593K Sell
13,359
-225
-2% -$12.7K ﹤0.01% 2088
2025
Q4 		$817K Buy
13,584
+882
+7% +$62.6K ﹤0.01% 1802
2025
Q3 		$1.06M Buy
12,702
+142
+1% +$11.4K ﹤0.01% 1548
2025
Q2 		$885K Buy
12,560
+134
+1% +$9.7K ﹤0.01% 1563
2025
Q1 		$1.06M Buy
12,426
+148
+1% +$13.2K 0.01% 1361
2024
Q4 		$1.19M Sell
12,278
-236
-2% -$25.5K 0.01% 1299
2024
Q3 		$1.42M Buy
12,514
+93
+0.7% +$9.7K 0.01% 1136
2024
Q2 		$1.22M Buy
12,421
+185
+2% +$17.6K 0.01% 1209
2024
Q1 		$1.24M Buy
12,236
+76
+0.6% +$7.3K 0.01% 1117
2023
Q4 		$1.35M Buy
12,160
+91
+0.8% +$7.47K 0.01% 977
2023
Q3 		$896K Buy
12,069
+9
+0.1% +$761 0.01% 1045
2023
Q2 		$954K Buy
12,060
+67
+0.6% +$4.84K 0.01% 1004
2023
Q1 		$913K Buy
11,993
+106
+0.9% +$9.2K 0.01% 986
2022
Q4 		$933K Sell
11,887
-346
-3% -$29.1K 0.01% 1082
2022
Q3 		$1.02M Sell
12,233
-7,372
-38% -$753K 0.01% 963
2022
Q2 		$1.89M Buy
19,605
+95
+0.5% +$10.5K 0.02% 696
2022
Q1 		$2.52M Sell
19,510
-309
-2% -$42.4K 0.03% 594
2021
Q4 		$2.99M Buy
19,819
+305
+2% +$42.5K 0.03% 543
2021
Q3 		$2.22M Buy
19,514
+15,962
+449% +$1.67M 0.02% 661
2021
Q2 		$371K Buy
3,552
+38
+1% +$3.98K ﹤0.01% 1438
2021
Q1 		$361K Sell
3,514
-1,342
-28% -$130K ﹤0.01% 1355
2020
Q4 		$442K Buy
4,856
+4,754
+4,661% +$352K 0.01% 1269
2020
Q3 		$371K Buy
+102
New +$5.35K 0.01% 1011

Other funds holding WD

CenterBook Partners
CenterBook Partners Greenwich, Connecticut $2.18B AUM 12.5% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return
Kathmere Capital Management
Kathmere Capital Management Wayne, Pennsylvania $2.07B AUM 20.3% 1-Year Est. Return
ARGA Investment Management
ARGA Investment Management Stamford, Connecticut $3.94B AUM 28.9% 1-Year Est. Return
Verdence Capital Advisors
Verdence Capital Advisors Hunt Valley, Maryland $2.35B AUM 27.25% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return
Steinberg Asset Management
Steinberg Asset Management New York $154M AUM 31.68% 1-Year Est. Return
Louisiana State Employees Retirement System
Louisiana State Employees Retirement System Baton Rouge, Louisiana $6.56B AUM 41.43% 1-Year Est. Return
Harbor Capital Advisors
Harbor Capital Advisors Chicago, Illinois $1.48B AUM 30.88% 1-Year Est. Return

Kestra Advisory Services's WD Position: Q3 2026 in Review

Kestra Advisory Services reduced its Walker & Dunlop (WD) stake by 1.1% in Q3 2026, selling an estimated $6.75K and leaving 14,340 shares worth $503K. The position accounts for ﹤0.01% of the portfolio, ranked #2495.

Kestra Advisory Services first reported a position in WD in Q3 2020 and has held it in 25 quarters since. The position peaked at $2.99M in Q4 2021. 58 funds tracked by Wall St. Rank hold WD as of Q3 2026.

  • Kestra Advisory Services held 14,340 shares of Walker & Dunlop worth $503K as of Q3 2026.
  • Kestra Advisory Services sold 153 Walker & Dunlop shares in Q3 2026, an estimated $6.75K.
  • Walker & Dunlop made up ﹤0.01% of Kestra Advisory Services's portfolio in Q3 2026, its #2495 holding.
  • Kestra Advisory Services first reported a position in Walker & Dunlop in Q3 2020 and has held it in 25 quarters since.
  • Kestra Advisory Services's Walker & Dunlop position peaked at $2.99M in Q4 2021.
  • 58 funds tracked by Wall St. Rank held Walker & Dunlop as of Q3 2026.

Based on Kestra Advisory Services's 13F filing for Q3 2026, filed 2 Nov 2026.