AWA
DRE

Arkadios Wealth Advisors’s Duke Realty Corp. DRE Stock Holding History

Arkadios Wealth Advisors’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
Q3 		– Sell
-3,721
Closed -$204K – 581
2022
Q2 		$204K Buy
3,721
+82
+2% +$4.49K 0.03% 506
2022
Q1 		$211K Sell
3,639
-1,663
-31% -$94.2K 0.03% 525
2021
Q4 		$348K Buy
5,302
+71
+1% +$4.1K 0.05% 407
2021
Q3 		$250K Buy
5,231
+458
+10% +$23.1K 0.04% 449
2021
Q2 		$226K Buy
4,773
+2,957
+163% +$137K 0.03% 502
2021
Q1 		$76K Buy
1,816
+1,544
+568% +$62.3K 0.01% 593
2020
Q4 		$10K Sell
272
-1,015
-79% -$39.6K ﹤0.01% 980
2020
Q3 		$50K Buy
1,287
+332
+35% +$12.5K 0.03% 410
2020
Q2 		$33.9K Buy
+955
New +$32.6K 0.02% 437

Other funds holding DRE

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Millennium Management
Millennium Management New York $134B AUM 35.51% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Daiwa Securities Group
Daiwa Securities Group Tokyo, Japan $34.6B AUM 20.7% 1-Year Est. Return