AWM
DRE

AE Wealth Management’s Duke Realty Corp. DRE Stock Holding History

AE Wealth Management’s Portfolio DRE Stock Details DRE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q4 		– Sell
-19,965
Closed -$962K – 1948
2022
Q3 		$962K Buy
19,965
+15,107
+311% +$885K 0.01% 954
2022
Q2 		$267K Sell
4,858
-1,828
-27% -$100K ﹤0.01% 1485
2022
Q1 		$388K Buy
6,686
+3,227
+93% +$183K ﹤0.01% 1316
2021
Q4 		$227K Buy
+3,459
New +$200K ﹤0.01% 1562

Other funds holding DRE

BTI
Blue Trust Inc Alpharetta, Georgia $8.74B AUM 14.62% 1-Year Est. Return
IA
IFP Advisors Tampa, Florida $4.82B AUM 20.19% 1-Year Est. Return
AW
Avion Wealth The Woodlands, Texas $484M AUM 15.17% 1-Year Est. Return
HNB
Huntington National Bank Columbus, Ohio $18.1B AUM 24.69% 1-Year Est. Return