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

Atlas Private 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
2021 Q2	–	Sell	-528	Closed	-$22K	–	407
2021 Q1	$22K	Hold	528	–	–	0.01%	254
2020 Q4	$21K	Hold	528	–	–	0.02%	257
2020 Q3	$19K	Hold	528	–	–	0.01%	261
2020 Q2	$19K	Hold	528	–	–	0.02%	275
2020 Q1	$17K	Hold	528	–	–	0.02%	267
2019 Q4	$18K	Buy	+528	New	+$18.2K	0.01%	304

Other funds holding DRE

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Daiwa Securities Group Tokyo, Japan $51.1B AUM 35.55% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Atlas Private Wealth Management's DRE Position: Q2 2021 in Review

Atlas Private Wealth Management sold out of Duke Realty Corp. (DRE) in Q2 2021, closing a stake of 528 shares — an estimated $22K sold.

Atlas Private Wealth Management first reported a position in DRE in Q4 2019 and held it in 6 quarters. The position peaked at $22K in Q1 2021. 481 funds tracked by Wall St. Rank hold DRE as of Q2 2021.

Atlas Private Wealth Management reported no remaining Duke Realty Corp. position as of Q2 2021 after selling out during the quarter.
Atlas Private Wealth Management sold 528 Duke Realty Corp. shares in Q2 2021, an estimated $22K.
Atlas Private Wealth Management first reported a position in Duke Realty Corp. in Q4 2019 and held it in 6 quarters.
Atlas Private Wealth Management's Duke Realty Corp. position peaked at $22K in Q1 2021.
481 funds tracked by Wall St. Rank held Duke Realty Corp. as of Q2 2021.

Based on Atlas Private Wealth Management's 13F filing for Q2 2021, filed 5 Aug 2021.