Kovitz Investment Group Partners
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Kovitz Investment Group Partners’s Walker & Dunlop WD Stock Holding History

Kovitz Investment Group Partners’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
Q1 		– Sell
-2,378
Closed -$231K – 1322
2024
Q4 		$231K Buy
+2,378
New +$257K ﹤0.01% 1121

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Kovitz Investment Group Partners's WD Position: Q1 2025 in Review

Kovitz Investment Group Partners sold out of Walker & Dunlop (WD) in Q1 2025, closing a stake of 2,378 shares — an estimated $231K sold.

Kovitz Investment Group Partners first reported a position in WD in Q4 2024 and held it in 1 quarter. The position peaked at $231K in Q4 2024. 292 funds tracked by Wall St. Rank hold WD as of Q1 2025.

  • Kovitz Investment Group Partners reported no remaining Walker & Dunlop position as of Q1 2025 after selling out during the quarter.
  • Kovitz Investment Group Partners sold 2,378 Walker & Dunlop shares in Q1 2025, an estimated $231K.
  • Kovitz Investment Group Partners first reported a position in Walker & Dunlop in Q4 2024 and held it in 1 quarter.
  • Kovitz Investment Group Partners's Walker & Dunlop position peaked at $231K in Q4 2024.
  • 292 funds tracked by Wall St. Rank held Walker & Dunlop as of Q1 2025.

Based on Kovitz Investment Group Partners's 13F filing for Q1 2025, filed 13 May 2025.