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

Blue Trust Inc Alpharetta, Georgia $9.51B AUM 13.02% 1-Year Est. Return

IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return

Avion Wealth The Woodlands, Texas $537M AUM 18.24% 1-Year Est. Return

Huntington National Bank Columbus, Ohio $20.6B AUM 34.61% 1-Year Est. Return

AE Wealth Management's DRE Position: Q4 2022 in Review

AE Wealth Management sold out of Duke Realty Corp. (DRE) in Q4 2022, closing a stake of 19,965 shares — an estimated $962K sold.

AE Wealth Management first reported a position in DRE in Q4 2021 and held it in 4 quarters. The position peaked at $962K in Q3 2022. 4 funds tracked by Wall St. Rank hold DRE as of Q4 2022.

AE Wealth Management reported no remaining Duke Realty Corp. position as of Q4 2022 after selling out during the quarter.
AE Wealth Management sold 19,965 Duke Realty Corp. shares in Q4 2022, an estimated $962K.
AE Wealth Management first reported a position in Duke Realty Corp. in Q4 2021 and held it in 4 quarters.
AE Wealth Management's Duke Realty Corp. position peaked at $962K in Q3 2022.
4 funds tracked by Wall St. Rank held Duke Realty Corp. as of Q4 2022.

Based on AE Wealth Management's 13F filing for Q4 2022, filed 31 Jan 2023.