WD — WALKER & DUNLOP INC

Ownership history in Carson Advisory Inc.  ·  16 quarters on record

This page tracks every 13F SEC filing in which Carson Advisory Inc. reported a position in WALKER & DUNLOP INC (WD). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.

Peak position
1.58% (2021 Q4)
Avg. % of fund
0.92%
First filed
2021 Q4
Last filed
2025 Q4
Quarters held
16
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 REDUCED 12,125 -600 -4.7% 0.38% $729K $59.27
2025 Q3 ADDED 12,725 +225 +1.8% 0.57% $1.1M $81.49
2025 Q2 REDUCED 12,500 -100 -0.8% 0.56% $881K $68.14
2025 Q1 UNCHANGED 12,600 — 0% 0.72% $1.1M $81.78
12 older quarters hidden  —  Sign in free or upgrade to Premium to see full history
% of Fund (quarterly)    WD price (monthly, adj. close)

Other funds also holding WD

As of 2025 Q4 — sorted by position size

Conversant Capital LLC 3Y 4.81% Nixon Capital, LLC 3Y 1.82% QSV Equity Investors LLC 1.11% DEPRINCE RACE & ZOLLO INC 3Y 7Y 0.99% Tributary Capital Management, LLC 3Y 7Y 0.88% FIRST SABREPOINT CAPITAL MANAGEMENT LP 3Y 7Y 0.7% Kathmere Capital Management, LLC 3Y 0.56% MOODY ALDRICH PARTNERS LLC 3Y 7Y 0.55% Bayview Asset Management, LLC 3Y 7Y 0.42% Bayview Asset Management, LLC 3Y 7Y 0.34%
← Back to Carson Advisory Inc. Holdings