undamentalytics Newsletter

Walker & Dunlop, Inc.: which funds bought and sold

Institutions that bought and sold Walker & Dunlop shares in Q2 2026, from the holdings they reported to the SEC on Form 13F for March 31, 2026 and June 30, 2026.

Between March 31, 2026 and June 30, 2026, 155 institutions that filed 13F reports for both quarters added to or opened positions in Walker & Dunlop, and 97 cut or closed them. Together they added a net 1.1M shares, +4.0% on what they held at the start of the quarter. Active managers and hedge funds on our list were net sellers of 160K shares (−2.3%); index fund managers were net buyers of 381K shares (+3.1%). 47 opened a new position and 37 sold out entirely.

Bought, Q2 2026 155 institutions, 47 of them new holders Sold, Q2 2026 97 institutions, 37 of them sold out
Net change, all compared +1.1M shares (+4.0%)
Net change, active managers −160K shares (−2.3%), 18 bought, 23 sold

Buyers versus sellers

institutions compared, 299
Active managers and hedge funds 18 bought · 23 sold · −160K
Index fund managers 9 bought · 2 sold · +381K
Other institutions 128 bought · 72 sold · +866K

Biggest buyers

by change in shares held
Biggest buyers
Institution Change in shares Shares June 30, 2026 Value
Jpmorgan Chase & Co +480K +376.1% 608K $32.8M
AQR Capital Management LLC Hedge fund +432K +180.0% 671K $36.7M
Metlife Investment Management, LLC +348K +1914.3% 366K $20M
Balyasny Asset Management L.P. Hedge fund +263K +391.7% 330K $18M
Goldman Sachs Group Inc +260K +192.1% 395K $21.6M
Erste Asset Management Gmbh +200K +79.9% 450K $24.2M
Blackrock, Inc. Index funds +161K +3.1% 5.3M $290M
Morgan Stanley +110K +25.4% 541K $29.6M
Invenomic Capital Management LP Hedge fund +107K New position 107K $5.8M
Ameriprise Financial Inc +103K +24.0% 532K $29.1M
T. Rowe Price Investment Management, Inc. Active manager +99K +8.3% 1.3M $70M
Dimensional Fund Advisors LP +89K +6.5% 1.5M $79.8M
State Street Corp Index funds +75K +4.9% 1.6M $88.7M
Algert Global LLC Hedge fund +69K New position 69K $3.8M
Rpg Family Wealth Advisory, LLC +58K +45.3% 186K $10.2M
Russell Investments Group, Ltd. +56K +27.1% 261K $14.3M
Royce & Associates LP Active manager +56K +9.0% 677K $37M
Xtx Topco Ltd +49K +181.5% 76K $4.1M
Geode Capital Management, LLC Index funds +48K +5.8% 872K $47.7M
Resolute Capital Asset Partners LLC +45K New position 45K $2.5M

Biggest sellers

by change in shares held
Biggest sellers
Institution Change in shares Shares June 30, 2026 Value
Conversant Capital LLC −560K Sold out 0 —
FMR LLC Active manager −334K −98.0% 6,948 $380,036
Two Sigma Investments, LP Hedge fund −300K −95.7% 14K $740,693
Jane Street Group, LLC −195K Sold out 0 —
Qube Research & Technologies Ltd Hedge fund −166K −60.4% 109K $6M
Nfj Investment Group, LLC −153K Sold out 0 —
Squarepoint Ops LLC Hedge fund −143K Sold out 0 —
Citadel Advisors LLC Hedge fund −140K −94.8% 7,683 $420,260
Bank Of America Corp −104K −21.8% 374K $20.4M
Gratia Capital, LLC −96K −85.3% 17K $909,059
SG Americas Securities, LLC −72K Sold out 0 —
New Age Alpha Advisors, LLC −66K Sold out 0 —
1832 Asset Management L.P. −65K Sold out 0 —
Alliancebernstein L.P. Active manager −46K −3.4% 1.3M $58.2M
Numerai Gp LLC −36K Sold out 0 —
Point72 Asset Management, L.P. Hedge fund −31K Sold out 0 —
Quantbot Technologies LP Hedge fund −26K −97.6% 640 $35,008
Brown Advisory Inc Active manager −24K −12.7% 168K $9.2M
Deprince Race & Zollo Inc Active manager −23K −3.1% 706K $38.6M
Gumshoe Capital Management LLC −21K Sold out 0 —

New positions

largest by value
InstitutionSharesValue June 30, 2026
Invenomic Capital Management LPHedge fund 107K $5.8M
Algert Global LLCHedge fund 69K $3.8M
Resolute Capital Asset Partners LLC 45K $2.5M
PDT Partners, LLCHedge fund 40K $2.2M
Captrust Financial Advisors 29K $1.6M
Varcov Co. 23K $1.2M
Eagle Rock Investment Company, LLC 20K $1.1M
Cerity Partners LLC 18K $1M
Corient Private Wealth LP 15K $808,091
Allstate Corp 13K $699,449

Sold out

largest by value
InstitutionSharesValue March 31, 2026
Conversant Capital LLC 560K $24.9M
Jane Street Group, LLC 195K $8.7M
Nfj Investment Group, LLC 153K $6.8M
Squarepoint Ops LLCHedge fund 143K $6.4M
SG Americas Securities, LLC 72K $3.2M
New Age Alpha Advisors, LLC 66K $2.9M
1832 Asset Management L.P. 65K $2.9M
Numerai Gp LLC 36K $1.6M
Point72 Asset Management, L.P.Hedge fund 31K $1.4M
Gumshoe Capital Management LLC 21K $936,951

Who holds the shares

13F holdings at June 30, 2026
Institutions reporting
266
Ten largest holders
58.1%
of 13F-reported shares
Index fund managers
42.2%
of 13F-reported shares
Active managers and hedge funds
23.0%
of 13F-reported shares
Buying and selling by type of institution, March 31, 2026 to June 30, 2026
TypeBoughtSoldNewSold outNet change in sharesNet %
Active managers and hedge funds 18 23 5 4 −160K −2.3%
Index fund managers 9 2 1 0 +381K +3.1%
Other institutions 128 72 41 33 +866K +10.4%

Active managers and hedge funds: a list we maintain of about 400 well-known stock-picking firms and hedge funds, matched by SEC registration number (CIK) and checked against the filer names each quarter. Index fund managers: the large index houses, such as BlackRock, Vanguard, State Street, Geode and Northern Trust. Every other filer (banks, brokers, wealth managers, pension funds, insurers and firms not on the list) counts as another institution. A firm that files under several SEC registrations appears once for each.

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