NFJ INVESTMENT GROUP, LLC

Position in WD — Walker & Dunlop, Inc.

CIK 1862664 DALLAS, TX

Position in WD

as of Mar 31, 2026 · filed May 13, 2026 Compact

Position Value

$6,789,562

-$971,952 QoQ

Shares Held

152,987

+18.6% QoQ

Ownership

0.446%

of shares outstanding

% of Portfolio

0.26%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Mar 2021

21 quarters on record

Voting authority Sole 4.381418028982854.ToString("F0")% Shared 95.61858197101715.ToString("F0")% None 0.ToString("F0")%

Financial Services · as of Mar 31, 2026

NFJ INVESTMENT GROUP, LLC holds $13,890,411 across 4 Mortgage Finance names. WD ranks #1 (48.9% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	WD	Walker & Dunlop, Inc. This page	152,987	$6,789,562
2	UWMC	UWM Holdings Corp	1,189,216	$4,304,961
3	RKT	Rocket Companies, Inc.	104,025	$1,482,356
4	VEL	Velocity Financial, Inc.	72,611	$1,313,532

21 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$6,789,562	152,987	+18.6%	Shares	Other	2026-05-13
2025-12-31	$7,761,514	129,036	-23.8%	Shares	Other	2026-02-13
2025-09-30	$14,153,519	169,260	+485.4%	Shares	Sole	2025-11-14
2025-06-30	$2,037,717	28,912	-0.6%	Shares	Other	2025-08-14
2025-03-31	$2,483,292	29,092	0.0%	Shares	Other	2025-05-15
2024-12-31	$2,828,032	29,092	-34.1%	Shares	Other	2025-02-13
2024-09-30	$5,011,703	44,121	-4.4%	Shares	Other	2024-11-14
2024-06-30	$4,531,930	46,150	-7.8%	Shares	Other	2024-08-14
2024-03-31	$5,057,850	50,048	-5.3%	Shares	Other	2024-05-15
2023-12-31	$5,868,654	52,866	-15.7%	Shares	Sole	2024-02-15
2023-09-30	$4,653,139	62,677	+0.4%	Shares	Sole	2023-11-08
2023-06-30	$4,936,243	62,413	+28.5%	Shares	Other	2023-08-14
2023-03-31	$3,700,947	48,588	+0.7%	Shares	Sole	2023-05-15
2022-12-31	$3,785,011	48,229	-68.0%	Shares	Other	2023-02-14
2022-09-30	$12,617,691	150,695	+252.0%	Shares	Other	2022-11-14
2022-06-30	$4,124,218	42,809	+1.0%	Shares	Other	2022-08-12
2022-03-31	$5,483,913	42,373	-5.7%	Shares	Sole	2022-05-16
2021-12-31	$6,779,943	44,936	-15.6%	Shares	Other	2022-02-15
2021-09-30	$6,044,896	53,259	-15.4%	Shares	Sole	2021-11-12
2021-06-30	$6,568,841	62,932	-0.2%	Shares	Sole	2021-08-11
2021-03-31	$6,480,016	63,072	—	Shares	Other	2021-05-17
No filing history on record for this holder in this stock.