Shufro Rose & Co’s Walker & Dunlop WD Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $1.61M | Sell |
36,347
-2,634
| -7% | -$148K | 0.11% | 92 |
|
|
2025
Q4 | $2.34M | Sell |
38,981
-6,977
| -15% | -$495K | 0.16% | 69 |
|
|
2025
Q3 | $3.92M | Sell |
45,958
-8,160
| -15% | -$657K | 0.32% | 55 |
|
|
2025
Q2 | $4.62M | Sell |
54,118
-1,447
| -3% | -$105K | 0.37% | 50 |
|
|
2025
Q1 | $4.74M | Sell |
55,565
-9,737
| -15% | -$872K | 0.37% | 50 |
|
|
2024
Q4 | $6.35M | Sell |
65,302
-16,277
| -20% | -$1.76M | 0.49% | 42 |
|
|
2024
Q3 | $8.01M | Hold |
81,579
| – | – | 0.65% | 35 |
|
|
2024
Q2 | $8.01M | Sell |
81,579
-2,225
| -3% | -$212K | 0.65% | 35 |
|
|
2024
Q1 | $8.47M | Sell |
83,804
-1,826
| -2% | -$175K | 0.7% | 37 |
|
|
2023
Q4 | $6.36M | Hold |
85,630
| – | – | 0.6% | 39 |
|
|
2023
Q3 | $6.36M | Sell |
85,630
-1,700
| -2% | -$144K | 0.6% | 39 |
|
|
2023
Q2 | $6.91M | Sell |
87,330
-2,440
| -3% | -$176K | 0.63% | 39 |
|
|
2023
Q1 | $6.84M | Sell |
89,770
-2,224
| -2% | -$193K | 0.63% | 39 |
|
|
2022
Q4 | $7.22M | Sell |
91,994
-7,232
| -7% | -$607K | 0.61% | 41 |
|
|
2022
Q3 | $8.31M | Hold |
99,226
| – | – | 0.83% | 33 |
|
|
2022
Q2 | $9.56M | Buy |
99,226
+6
| +0% | +$662 | 0.83% | 32 |
|
|
2022
Q1 | $12.8M | Sell |
99,220
-8,232
| -8% | -$1.13M | 0.99% | 28 |
|
|
2021
Q4 | $16.2M | Sell |
107,452
-2,803
| -3% | -$391K | 1.17% | 24 |
|
|
2021
Q3 | $12.5M | Sell |
110,255
-6,831
| -6% | -$716K | 0.98% | 31 |
|
|
2021
Q2 | $12.2M | Sell |
117,086
-3,239
| -3% | -$339K | 0.92% | 32 |
|
|
2021
Q1 | $12.4M | Sell |
120,325
-22,688
| -16% | -$2.2M | 0.98% | 29 |
|
|
2020
Q4 | $13.2M | Sell |
143,013
-42,945
| -23% | -$3.18M | 1.1% | 29 |
|
|
2020
Q3 | $9.86M | Sell |
185,958
-9,300
| -5% | -$488K | 0.95% | 31 |
|
|
2020
Q2 | $9.92M | Sell |
195,258
-12,700
| -6% | -$519K | 0.98% | 29 |
|
|
2020
Q1 | $8.37M | Sell |
207,958
-1,414
| -0.7% | -$89.1K | 1% | 29 |
|
|
2019
Q4 | $13.5M | Sell |
209,372
-32,777
| -14% | -$2.07M | 1.22% | 28 |
|
|
2019
Q3 | $13.5M | Sell |
242,149
-20,092
| -8% | -$1.13M | 1.34% | 26 |
|
|
2019
Q2 | $14M | Sell |
262,241
-3,199
| -1% | -$169K | 1.36% | 25 |
|
|
2019
Q1 | $13.5M | Sell |
265,440
-10,930
| -4% | -$555K | 1.35% | 25 |
|
|
2018
Q4 | $12M | Sell |
276,370
-3,437
| -1% | -$158K | 1.32% | 23 |
|
|
2018
Q3 | $14.8M | Sell |
279,807
-10,900
| -4% | -$605K | 1.37% | 21 |
|
|
2018
Q2 | $16.2M | Sell |
290,707
-22,435
| -7% | -$1.29M | 1.55% | 19 |
|
|
2018
Q1 | $18.6M | Sell |
313,142
-11,405
| -4% | -$566K | 1.84% | 15 |
|
|
2017
Q4 | $15.4M | Sell |
324,547
-20,950
| -6% | -$1.07M | 1.52% | 20 |
|
|
2017
Q3 | $18.1M | Sell |
345,497
-13,043
| -4% | -$636K | 1.82% | 15 |
|
|
2017
Q2 | $17.5M | Sell |
358,540
-64,035
| -15% | -$2.99M | 1.87% | 13 |
|
|
2017
Q1 | $17.6M | Sell |
422,575
-2,675
| -0.6% | -$98.6K | 1.9% | 12 |
|
|
2016
Q4 | $13.3M | Sell |
425,250
-2,616
| -0.6% | -$73.3K | 1.48% | 21 |
|
|
2016
Q3 | $10.8M | Sell |
427,866
-13,000
| -3% | -$330K | 1.21% | 23 |
|
|
2016
Q2 | $10M | Sell |
440,866
-8,850
| -2% | -$207K | 1.11% | 27 |
|
|
2016
Q1 | $10.9M | Buy |
449,716
+11,716
| +3% | +$277K | 1.22% | 24 |
|
|
2015
Q4 | $12.6M | Sell |
438,000
-11,965
| -3% | -$345K | 1.45% | 17 |
|
|
2015
Q3 | $11.7M | Sell |
449,965
-9,150
| -2% | -$229K | 1.41% | 21 |
|
|
2015
Q2 | $12.3M | Sell |
459,115
-20,950
| -4% | -$465K | 1.3% | 20 |
|
|
2015
Q1 | $8.51M | Sell |
480,065
-7,400
| -2% | -$126K | 0.88% | 43 |
|
|
2014
Q4 | $8.55M | Sell |
487,465
-1,800
| -0.4% | -$28.6K | 0.87% | 40 |
|
|
2014
Q3 | $6.5M | Sell |
489,265
-21,800
| -4% | -$302K | 0.67% | 53 |
|
|
2014
Q2 | $7.21M | Sell |
511,065
-1,600
| -0.3% | -$24.4K | 0.74% | 53 |
|
|
2014
Q1 | $8.38M | Sell |
512,665
-2,200
| -0.4% | -$34.5K | 0.88% | 38 |
|
|
2013
Q4 | $8.32M | Buy |
514,865
+37,700
| +8% | +$540K | 0.88% | 38 |
|
|
2013
Q3 | $7.59M | Buy |
477,165
+83,765
| +21% | +$1.38M | 0.86% | 36 |
|
|
2013
Q2 | $6.88M | Buy |
+393,400
| New | +$7.12M | 0.82% | 40 |
|
Other funds holding WD
VPM
VCM
DRZID
Shufro Rose & Co's WD Position: Q1 2026 in Review
Shufro Rose & Co reduced its Walker & Dunlop (WD) stake by 6.8% in Q1 2026, selling an estimated $148K and leaving 36,347 shares worth $1.61M. The position accounts for 0.11% of the portfolio, ranked #92.
Shufro Rose & Co first reported a position in WD in Q2 2013 and has held it in 52 quarters since. The position peaked at $18.6M in Q1 2018. 254 funds tracked by Wall St. Rank hold WD as of Q1 2026.
- Shufro Rose & Co held 36,347 shares of Walker & Dunlop worth $1.61M as of Q1 2026.
- Shufro Rose & Co sold 2,634 Walker & Dunlop shares in Q1 2026, an estimated $148K.
- Walker & Dunlop made up 0.11% of Shufro Rose & Co's portfolio in Q1 2026, its #92 holding.
- Shufro Rose & Co first reported a position in Walker & Dunlop in Q2 2013 and has held it in 52 quarters since.
- Shufro Rose & Co's Walker & Dunlop position peaked at $18.6M in Q1 2018.
- 254 funds tracked by Wall St. Rank held Walker & Dunlop as of Q1 2026.
Based on Shufro Rose & Co's 13F filing for Q1 2026, filed 15 May 2026.