Chuck Royce's WD Position Overview
Chuck Royce (via Royce & Associates Lp) currently holds 545,558 shares of Walker & Dunlop, Inc. (WD) worth $32.82 M, representing 0.33% of the portfolio. First purchased in 2013-Q4, this long-term strategic position has been held for 43 quarters.
Based on 13F filings since 2013, Chuck Royce has maintained a long-term strategic position in WD, representing a significant commitment to this investment thesis. Largest addition occurred in Q2 2014, adding 207,849 shares. Largest reduction occurred in Q2 2015, reducing 149,000 shares.
Analysis based on 13F filings available since 2013 Q2
Chuck Royce's Walker & Dunlop (WD) Holding Value Over Time
Track share changes against reported price movement
Quarterly Walker & Dunlop (WD) Trades by Chuck Royce
| Report Date | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Reported Price |
|---|---|---|---|---|
| Q4 2025 | +59,465 | Add 12.23% | 545,558 | $60.15 |
| Q3 2025 | +54,344 | Add 12.59% | 486,093 | $83.62 |
| Q2 2025 | +149,061 | Add 52.73% | 431,749 | $70.48 |
| Q1 2025 | +203,542 | Add 257.17% | 282,688 | $85.36 |
| Q4 2024 | +1,700 | Add 2.20% | 79,146 | $97.21 |
| Q3 2024 | -530 | Reduce 0.68% | 77,446 | $113.59 |
| Q2 2024 | +37,976 | Add 94.94% | 77,976 | $98.20 |
| Q1 2024 | +40,000 | New Buy | 40,000 | $101.06 |
| Q2 2022 | -56,234 | Sold Out | 0 | $0.00 |
| Q1 2022 | -53,000 | Reduce 48.52% | 56,234 | $129.42 |
| Q4 2021 | -19,400 | Reduce 15.08% | 109,234 | $150.88 |
| Q3 2021 | -82,270 | Reduce 39.01% | 128,634 | $113.50 |
| Q2 2021 | -113,111 | Reduce 34.91% | 210,904 | $104.38 |
| Q1 2021 | +43,299 | Add 15.42% | 324,015 | $102.74 |
| Q4 2020 | +6,081 | Add 2.21% | 280,716 | $92.02 |
| Q3 2020 | -2,728 | Reduce 0.98% | 274,635 | $53.00 |
| Q2 2020 | +11,244 | Add 4.23% | 277,363 | $50.81 |
| Q1 2020 | -14,000 | Reduce 5.00% | 266,119 | $40.27 |
| Q4 2019 | -9,977 | Reduce 3.44% | 280,119 | $64.68 |
| Q3 2019 | -2,323 | Reduce 0.79% | 290,096 | $55.93 |
| Q2 2019 | +23,800 | Add 8.86% | 292,419 | $53.21 |
| Q1 2019 | -6,100 | Reduce 2.22% | 268,619 | $50.91 |
| Q4 2018 | +19,945 | Add 7.83% | 274,719 | $43.25 |
| Q3 2018 | +159,363 | Add 167.03% | 254,774 | $52.88 |
| Q2 2018 | -53,769 | Reduce 36.04% | 95,411 | $55.65 |
| Q1 2018 | -12,260 | Reduce 7.59% | 149,180 | $59.42 |
| Q4 2017 | -5,506 | Reduce 3.30% | 161,440 | $47.50 |
| Q3 2017 | -32,000 | Reduce 16.08% | 166,946 | $52.33 |
| Q2 2017 | -19,500 | Reduce 8.93% | 198,946 | $48.83 |
| Q1 2017 | -23,000 | Reduce 9.53% | 218,446 | $41.69 |
| Q4 2016 | -8,500 | Reduce 3.40% | 241,446 | $31.20 |
| Q3 2016 | +37,600 | Add 17.71% | 249,946 | $25.26 |
| Q2 2016 | +13,560 | Add 6.82% | 212,346 | $22.78 |
| Q1 2016 | +9,725 | Add 5.14% | 198,786 | $24.27 |
| Q4 2015 | -140,000 | Reduce 42.55% | 189,061 | $28.81 |
| Q3 2015 | -127,000 | Reduce 27.85% | 329,061 | $26.08 |
| Q2 2015 | -149,000 | Reduce 24.63% | 456,061 | $26.74 |
| Q1 2015 | -95,200 | Reduce 13.59% | 605,061 | $17.73 |
| Q4 2014 | -81,800 | Reduce 10.46% | 700,261 | $17.54 |
| Q3 2014 | +55,700 | Add 7.67% | 782,061 | $13.29 |
| Q2 2014 | +207,849 | Add 40.09% | 726,361 | $14.11 |
| Q1 2014 | +186,000 | Add 55.94% | 518,512 | $16.35 |
| Q4 2013 | +332,512 | New Buy | 332,512 | $16.17 |
Chuck Royce's Walker & Dunlop Investment FAQs
Chuck Royce first purchased Walker & Dunlop, Inc. (WD) in Q4 2013, acquiring 332,512 shares, as reported in their 13F filing for that period. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
Chuck Royce has held Walker & Dunlop, Inc. (WD) for 43 quarters since Q4 2013.
Chuck Royce's largest addition to Walker & Dunlop, Inc. (WD) was in Q4 2013, adding 332,512 shares worth $5.38 M.
According to the latest 13F filing for Q4 2025, Chuck Royce's firm, Royce & Associates Lp, owns 545,558 shares of Walker & Dunlop, Inc. (WD), valued at approximately $32.82 M.
As of the Q4 2025 filing, Walker & Dunlop, Inc. (WD) represents approximately 0.33% of Chuck Royce's publicly disclosed stock portfolio, making it one of their key holdings.
Chuck Royce's peak holding in Walker & Dunlop, Inc. (WD) was 782,061 shares, as reported at the end of Q3 2014.