AWM
DRE

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

Avitas 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
-59,283
Closed -$2.86M – 208
2022
Q3 		$2.86M Buy
59,283
+468
+0.8% +$27.4K 0.65% 42
2022
Q2 		$3.23M Buy
58,815
+793
+1% +$43.4K 0.71% 40
2022
Q1 		$3.37M Sell
58,022
-29,115
-33% -$1.65M 0.61% 52
2021
Q4 		$5.72M Buy
87,137
+1,623
+2% +$93.7K 0.96% 35
2021
Q3 		$4.09M Buy
85,514
+18,249
+27% +$920K 0.75% 50
2021
Q2 		$3.19M Buy
+67,265
New +$3.11M 0.57% 66

Other funds holding DRE

BTI
Blue Trust Inc Alpharetta, Georgia $9.54B AUM 19.86% 1-Year Est. Return
IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 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

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

Avitas Wealth Management sold out of Duke Realty Corp. (DRE) in Q4 2022, closing a stake of 59,283 shares — an estimated $2.86M sold.

Avitas Wealth Management first reported a position in DRE in Q2 2021 and held it in 6 quarters. The position peaked at $5.72M in Q4 2021. 4 funds tracked by Wall St. Rank hold DRE as of Q4 2022.

  • Avitas Wealth Management reported no remaining Duke Realty Corp. position as of Q4 2022 after selling out during the quarter.
  • Avitas Wealth Management sold 59,283 Duke Realty Corp. shares in Q4 2022, an estimated $2.86M.
  • Avitas Wealth Management first reported a position in Duke Realty Corp. in Q2 2021 and held it in 6 quarters.
  • Avitas Wealth Management's Duke Realty Corp. position peaked at $5.72M in Q4 2021.
  • 4 funds tracked by Wall St. Rank held Duke Realty Corp. as of Q4 2022.

Based on Avitas Wealth Management's 13F filing for Q4 2022, filed 10 Jan 2023.