Walker & Dunlop, Inc.
US ˙ NYSE ˙ US93148P1021

SecurityWD / Walker & Dunlop, Inc.
InstitutionDimensional Fund Advisors Lp
Latest Disclosed Ownership1,486,565 shares
Ownership 4.80%
Dimensional Fund Advisors Lp ownership in WD / Walker & Dunlop, Inc.

2021-02-12 - Dimensional Fund Advisors Lp has filed an SC 13G/A form with the Securities and Exchange Commission (SEC) disclosing ownership of 1,486,565 shares of Walker & Dunlop, Inc. (US:WD). This represents 4.8 percent ownership of the company. In their previous filing dated 2020-02-12 , Dimensional Fund Advisors Lp had reported owning 1,779,375 shares, indicating a decrease of -16.46 percent.

Institutional Ownership: 13D/G Filings

This table shows a history of the 13D/G filings made by the investor and/or investor group. Note that the share values in this table are not directly comparable to any numbers shown in the 13F table (if any).

File
Date		Effective
Date		Form Prev
Shares		 Latest
Shares		 ΔShares
(Percent)		 Ownership
(Percent)		 ΔOwnership
(Percent)
2021-02-12 2021-02-12 13G/A 1,779,375 1,486,565 -16.46 4.80 -16.81
2020-02-12 2020-02-12 13G/A 1,835,756 1,779,375 -3.07 5.77 -1.87
2019-02-08 2019-02-08 13G/A 1,814,700 1,835,756 1.16 5.88 0.68
2018-02-09 2018-02-09 13G/A 1,769,880 1,814,700 2.53 5.84 1.57
2017-02-09 2017-02-09 13G 1,769,880 5.75

Important Note: One of the primary uses of the 13D/G filings is to evaluate the ability of a firm to control a company (ie, the "beneficial ownership"). To that end, firms are required to report not just direct holdings in companies, but indirect holdings that they control. For investment firms, these indirect holdings can include shares in funds they manage, advisory accounts, and in the case of activist campaigns, pledged votes. Therefore, share counts listed in 13D/G filings can differ significantly than share counts listed in 13F filings.

Institutional Ownership: 13F and NPORT Filings

The Security and Class in the table below are shown exactly as filed by the investor. We do our best to track continuity of investments through acquisitions, and this will be reflected in the table as changes in names. In addition to descriptive data, performance of the investment is shown over time. To calculate quarterly performance, we first calculate cost basis of the shares purchased during the quarter, then use that to calculate gross profit. Quarterly return is Gross Profit / Starting Portfolio value.

Note that cost basis is calculated and stored in thousands, so small quarterly changes in shares frequently result in a cost basis of zero.

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Disclosed Equity Positions (from 13F/NPORT Filings)
File
Date		 Effective
Date		Form Security Class ID Avg Price
Paid (Est)		 Reported
Shares		 ΔShares ΔShares
(%)		 Reported
Value
(x1000)		 ΔValue
(%)		 Alloc
(%)		 ΔAlloc ΔAlloc (%) Cost Basis
(x1000)		 Unrealized
Gain/Loss
(x1000)
2026-05-07 2026-03-31 13F WALKER & DUNLOP COM 93148P102 1,369,114 104,008 8.22 60,760 -20.16 0.0027
2026-02-12 2025-12-31 13F WALKER & DUNLOP COM 93148P102 1,265,106 17,846 1.43 76,097 -27.04 0.0160
2025-11-12 2025-09-30 13F WALKER & DUNLOP COM 93148P102 1,247,260 -9,682 -0.77 104,294 17.73 0.0224
2025-08-12 2025-06-30 13F WALKER & DUNLOP COM 93148P102 1,256,942 2,764 0.22 88,590 -17.25 0.0205
2025-05-13 2025-03-31 13F WALKER & DUNLOP COM 93148P102 1,254,178 -19,828 -1.56 107,051 -13.56 0.0266
2025-02-13 2024-12-31 13F WALKER & DUNLOP COM 93148P102 1,274,006 -11,324 -0.88 123,844 -15.17 0.0297
2024-11-07 2024-09-30 13F WALKER & DUNLOP COM 93148P102 1,285,330 -34,104 -2.58 145,997 12.68 0.0354
2024-08-09 2024-06-30 13F WALKER & DUNLOP COM 93148P102 1,319,434 20,739 1.60 129,566 -1.28 0.0338
2024-05-10 2024-03-31 13F WALKER & DUNLOP COM 93148P102 1,298,695 5,681 0.44 131,246 -8.57 0.0355
2024-02-07 2023-12-31 13F WALKER & DUNLOP COM 93148P102 1,293,014 39,035 3.11 143,542 54.19 0.0419
2023-11-09 2023-09-30 13F WALKER & DUNLOP COM 93148P102 1,253,979 52,145 4.34 93,098 -2.06 0.0305
2023-08-09 2023-06-30 13F WALKER & DUNLOP COM 93148P102 1,201,834 85,293 7.64 95,058 11.78 0.0303
2023-05-12 2023-03-31 13F WALKER & DUNLOP COM 93148P102 1,116,541 14,718 1.34 85,044 98,787.21 0.0286
2023-02-09 2022-12-31 13F WALKER & DUNLOP COM 93148P102 1,101,823 39,361 3.70 86 -99.90 0.0255
2022-11-10 2022-09-30 13F WALKER & DUNLOP COM 93148P102 1,062,462 -2,668 -0.25 88,962 -13.30 0.0342
2022-08-12 2022-06-30 13F WALKER & DUNLOP COM 93148P102 1,065,130 -19,686 -1.81 102,610 -26.92 0.0368
2022-05-13 2022-03-31 13F WALKER & DUNLOP COM 93148P102 1,084,816 -33,149 -2.97 140,399 -16.76 0.0432
2022-02-09 2021-12-31 13F WALKER & DUNLOP COM 93148P102 1,117,965 -29,561 -2.58 168,675 29.51 0.0510
2021-11-12 2021-09-30 13F WALKER & DUNLOP COM 93148P102 1,147,526 -18,354 -1.57 130,240 7.02 0.0420
2021-08-12 2021-06-30 13F WALKER & DUNLOP COM 93148P102 1,165,880 -152,560 -11.57 121,695 -10.16 0.0385
2021-05-14 2021-03-31 13F WALKER & DUNLOP COM 93148P102 1,318,440 -168,125 -11.31 135,457 -0.98 0.0448
2021-03-08 2020-12-31 13F/A-2 WALKER & DUNLOP COM 93148P102 1,486,565 -92,110 -5.83 136,792 63.50 0.0494
2021-02-11 2020-12-31 13F WALKER & DUNLOP COM 93148P102 1,486,565 -92,110 136,792 49,401.9995
2020-11-12 2020-09-30 13F WALKER & DUNLOP COM 93148P102 1,578,675 -110,111 -6.52 83,664 -2.50 0.0355
2020-08-13 2020-06-30 13F WALKER & DUNLOP COM 93148P102 1,688,786 16,208 0.97 85,805 27.39 0.0377
2020-05-14 2020-03-31 13F WALKER & DUNLOP COM 93148P102 1,672,578 -106,797 -6.00 67,357 -41.48 0.0351
2020-02-14 2019-12-31 13F WALKER & DUNLOP COM 93148P102 1,779,375 -54,155 -2.95 115,091 12.23 0.0419
2019-11-12 2019-09-30 13F WALKER & DUNLOP COM 93148P102 1,833,530 -5,588 -0.30 102,551 4.79 0.0398
2019-08-13 2019-06-30 13F WALKER & DUNLOP COM 93148P102 1,839,118 1,699 0.09 97,859 4.61 0.0380
2019-08-12 2019-03-31 13F/A-2 WALKER & DUNLOP COM 93148P102 1,837,419 1,663 0.09 93,543 17.82 0.0373
2019-05-10 2019-03-31 13F WALKER & DUNLOP COM 93148P102 1,837,419 1,663 93,543
2019-02-26 2018-12-31 13F/A-1 WALKER & DUNLOP COM 93148P102 1,835,756 13,509 0.74 79,397 -17.60 0.0360
2019-02-13 2018-12-31 13F WALKER & DUNLOP COM 93148P102 1,835,756 13,509 79,397
2018-11-13 2018-09-30 13F WALKER & DUNLOP COM 93148P102 1,822,247 -118 -0.01 96,361 -4.98 0.0367
2018-08-10 2018-06-30 13F WALKER & DUNLOP COM 93148P102 1,822,365 10,585 0.58 101,415 -5.80 0.0404
2018-05-11 2018-03-31 13F WALKER & DUNLOP COM 93148P102 1,811,780 -2,920 -0.16 107,656 24.89 0.0449
2018-02-12 2017-12-31 13F WALKER & DUNLOP COM 93148P102 1,814,700 2,969 0.16 86,199 -9.08 0.0357
2017-11-13 2017-09-30 13F WALKER & DUNLOP COM 93148P102 1,811,731 -2,987 -0.16 94,808 6.99 0.0414
2017-08-11 2017-06-30 13F WALKER & DUNLOP COM 93148P102 1,814,718 1,290 0.07 88,614 17.21 0.0409
2017-05-12 2017-03-31 13F WALKER & DUNLOP COM 93148P102 1,813,428 43,548 2.46 75,602 36.91 0.0361
2017-02-09 2016-12-31 13F WALKER & DUNLOP COM 93148P102 1,769,880 37,189 2.15 55,220 26.17 0.0276
2016-11-10 2016-09-30 13F WALKER & DUNLOP COM 93148P102 1,732,691 60,590 3.62 43,767 14.90 0.0237
2016-08-09 2016-06-30 13F WALKER & DUNLOP COM 93148P102 1,672,101 65,480 4.08 38,091 -2.31 0.0219
2016-05-13 2016-03-31 13F WALKER & DUNLOP COM 93148P102 1,606,621 89,887 5.93 38,993 -10.77 0.0233
2016-02-10 2015-12-31 13F WALKER & DUNLOP COM 93148P102 1,516,734 125,959 9.06 43,697 20.47 0.0272
2015-11-13 2015-09-30 13F WALKER & DUNLOP COM 93148P102 1,390,775 235,013 20.33 36,271 17.37 0.0238
2015-08-14 2015-06-30 13F WALKER & DUNLOP COM 93148P102 1,155,762 322,715 38.74 30,904 109.25 0.0189
2015-05-14 2015-03-31 13F WALKER & DUNLOP COM 93148P102 833,047 155,088 22.88 14,769 24.19 0.0093
2015-02-06 2014-12-31 13F WALKER & DUNLOP COM 93148P102 677,959 105,557 18.44 11,892 56.33 0.0078
2014-11-13 2014-09-30 13F WALKER & DUNLOP COM 93148P102 572,402 11,031 1.97 7,607 -3.96 0.0054
2014-08-08 2014-06-30 13F WALKER & DUNLOP COM 93148P102 561,371 36,436 6.94 7,921 -7.70 0.0055
2014-05-14 2014-03-31 13F WALKER & DUNLOP COM 93148P102 524,935 22,096 4.39 8,582 5.55 0.0064
2014-02-12 2013-12-31 13F WALKER & DUNLOP COM 93148P102 502,839 3,691 0.74 8,131 2.39 0.0063
2013-11-13 2013-09-30 13F WALKER & DUNLOP COM 93148P102 499,148 -1,504 -0.30 7,941 -9.37 0.0069
2013-08-15 2013-06-30 13F WALKER & DUNLOP COM 93148P102 500,652 500,652 8,762 0.0083
Legend
Shares
The total number of shares held by the institution at the end of the reporting period (the effective date). This is provided in the filing.
Value
The total value of the shares as of the effective date. This is provided in the filing.
Avg. Share Price
The weighted average share price of the shares held by the institution. We use FIFO accounting to determine this price
Class
This is the security class as indicated by the filer. There are a variety of values for this field. Common values include "EC" = equity common, "EP" - equity preferred
Allocation (%)
The percent of the institution's portfolio that this position represents. This is provided in NPORT filings. For 13F filings, we calculate it.
Change in Allocation
The change in allocation from the prior reporting period. This is calculated as current allocation - prior allocation.
Change in Allocation (%)
The percent change in allocation from the prior reporting period. This is calculated as (current allocation - prior allocation) / prior allocation.
Cost Basis
The total cost of the shares held. This is calculated as reported shares * avg. share price
Unrealized Gain/Loss
This is the market value of the position as of the effective date minus the cost basis.