Thornburg Investment Management’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	–	Sell	-160,103	Closed	-$9.63M	–	192
2025 Q4	$9.63M	Buy	160,103 +462	+0.3%	+$32.8K	0.12%	89
2025 Q3	$13.3M	Buy	159,641 +40,907	+34%	+$3.29M	0.17%	78
2025 Q2	$8.37M	Sell	118,734 -10,080	-8%	-$728K	0.11%	98
2025 Q1	$110M	Sell	128,814 -10,000	-7%	-$895K	0.15%	86
2024 Q4	$13.5M	Buy	138,814 +971	+0.7%	+$105K	0.18%	83
2024 Q3	$15.7M	Buy	137,843 +29,365	+27%	+$3.07M	0.2%	72
2024 Q2	$10.6M	Sell	108,478 -1,786	-2%	-$170K	0.15%	103
2024 Q1	$11.1M	Sell	110,264 -18,475	-14%	-$1.77M	0.16%	104
2023 Q4	$14.3M	Buy	128,739 +4,883	+4%	+$401K	0.21%	75
2023 Q3	$9.18M	Sell	123,856 -73	-0.1%	-$6.17K	0.15%	101
2023 Q2	$9.8M	Sell	123,929 -2,279	-2%	-$165K	0.16%	106
2023 Q1	$9.61M	Buy	126,208 +70	+0.1%	+$6.07K	0.16%	101
2022 Q4	$9.92M	Sell	126,138 -1,776	-1%	-$149K	0.17%	100
2022 Q3	$10.7M	Sell	127,914 -1,628	-1%	-$166K	0.19%	93
2022 Q2	$12.5M	Buy	129,542 +12,884	+11%	+$1.42M	0.19%	93
2022 Q1	$15.1M	Buy	116,658 +8,461	+8%	+$1.16M	0.2%	95
2021 Q4	$16.3M	Buy	+108,197	New	+$15.1M	0.19%	95