HighTower Advisors, LLC

Position in WD — Walker & Dunlop, Inc.

CIK 1462245 CHICAGO, IL

Back to WD Full portfolio

Position in WD

as of Jun 30, 2026 · filed Aug 5, 2026 Compact

Position Value

$1,647,564

+$270,941 QoQ

Shares Held

30,120

-2.9% QoQ

Ownership

0.088%

of shares outstanding

% of Portfolio

0.00%

of 13F equity value

Holder Rank

#79

of 267 holders

Holding Since

Mar 2020

25 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Common Shares in WD Over Time

Shares Held

Position Value (USD)

Derivatives in WD

reported options exposure · as of Dec 31, 2022

CallValue

CallShares

PutValue

$1,569

PutShares

Notional value of option positions as reported on Form 13F. Calls and puts are disclosed separately and do not net against the common-share stake above.

Position in Mortgage Finance

Financial Services · as of Jun 30, 2026

HighTower Advisors, LLC holds $2,631,979 across 3 Mortgage Finance names. WD ranks #1 (62.6% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	WD	Walker & Dunlop, Inc. This page	30,120	$1,647,564
2	RKT	Rocket Companies, Inc.	51,495	$811,046
3	UWMC	UWM Holdings Corp	75,707	$173,369

All Filings in WD

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29 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$1,647,564	30,120	-2.9%	Shares	Sole	2026-08-05
2026-03-31	$1,376,623	31,019	+3.2%	Shares	Sole	2026-05-05
2025-12-31	$1,807,507	30,050	+48.4%	Shares	Sole	2026-02-06
2025-09-30	$1,692,886	20,245	+1.0%	Shares	Sole	2025-11-07
2025-06-30	$1,412,137	20,036	-3.2%	Shares	Sole	2025-08-11
2025-03-31	$1,765,927	20,688	+4.3%	Shares	Sole	2025-05-13
2024-12-31	$1,928,451	19,838	-0.9%	Shares	Sole	2025-02-07
2024-09-30	$2,274,071	20,020	+0.3%	Shares	Sole	2024-11-14
2024-06-30	$1,959,973	19,959	-0.2%	Shares	Sole	2024-08-13
2024-03-31	$2,021,503	20,003	+0.5%	Shares	Sole	2024-05-06
2023-12-31	$2,208,765	19,897	-1.5%	Shares	Sole	2024-02-12
2023-09-30	$1,500,241	20,208	-2.2%	Shares	Sole	2023-11-08
2023-06-30	$1,634,236	20,663	+0.1%	Shares	Sole	2023-08-14
2023-03-31	$1,572,758	20,648	+0.0%	Shares	Sole	2023-05-12
2022-12-31	$1,569	20	-55.6%	Put	Sole	2023-02-09
2022-12-31	$1,619,670	20,638	-0.2%	Shares	Sole	2023-02-09
2022-09-30	$3,767	45	-98.2%	Put	Sole	2022-11-09
2022-09-30	$1,732,122	20,687	-6.9%	Shares	Sole	2022-11-09
2022-06-30	$2,139,807	22,211	+0.2%	Shares	Sole	2022-08-10
2022-06-30	$17,000	2,500	-75.0%	Put	Sole	2022-08-10
2022-03-31	$2,867,947	22,160	+3.7%	Shares	Sole	2022-05-12
2021-12-31	$3,225,361	21,377	-1.5%	Shares	Sole	2022-02-10
2021-09-30	$2,462,496	21,696	+0.5%	Shares	Sole	2021-11-12
2021-06-30	$2,254,294	21,597	-0.7%	Shares	Sole	2021-08-06
2021-03-31	$2,234,286	21,747	+12.9%	Shares	Sole	2021-05-10
2020-09-30	$1,020,515	19,255	+0.2%	Shares	Sole	2020-11-13
2020-06-30	$976,009	19,209	-25.3%	Shares	Sole	2020-08-10
2020-03-31	$402,700	10,000	—	Put	Sole	2020-05-21
2020-03-31	$1,035,059	25,703	—	Shares	Sole	2020-05-21
No filing history on record for this holder in this stock.