Bartlett & Co Wealth Management’s Duke Realty Corp. DRE Stock Holding History

Bartlett & Co 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	-522	Closed	-$25.2K	–	1213
2022 Q3	$25.2K	Hold	522	–	–	﹤0.01%	671
2022 Q2	$28.7K	Hold	522	–	–	﹤0.01%	671
2022 Q1	$30.3K	Buy	+522	New	+$29.6K	﹤0.01%	666
2021 Q4	–	Sell	-522	Closed	-$25K	–	938
2021 Q3	$25K	Hold	522	–	–	﹤0.01%	614
2021 Q2	$24.7K	Hold	522	–	–	﹤0.01%	603
2021 Q1	$21.9K	Hold	522	–	–	﹤0.01%	652
2020 Q4	$20.9K	Hold	522	–	–	﹤0.01%	660
2020 Q3	$19.3K	Hold	522	–	–	﹤0.01%	619
2020 Q2	$18.5K	Hold	522	–	–	﹤0.01%	616
2020 Q1	$16.9K	Hold	522	–	–	﹤0.01%	601
2019 Q4	$18.1K	Hold	522	–	–	﹤0.01%	667
2019 Q3	$17.7K	Hold	522	–	–	﹤0.01%	673
2019 Q2	$16.5K	Hold	522	–	–	﹤0.01%	551
2019 Q1	$16K	Hold	522	–	–	﹤0.01%	539
2018 Q4	$13.5K	Hold	522	–	–	﹤0.01%	551
2018 Q3	$14.8K	Hold	522	–	–	﹤0.01%	572
2018 Q2	$15.2K	Hold	522	–	–	﹤0.01%	559
2018 Q1	$13.8K	Buy	+522	New	+$13.4K	﹤0.01%	576

Other funds holding DRE

BTI

Blue Trust Inc Alpharetta, Georgia $9.54B AUM 19.86% 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

HNB

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

Bartlett & Co Wealth Management's DRE Position: Q4 2022 in Review

Bartlett & Co Wealth Management sold out of Duke Realty Corp. (DRE) in Q4 2022, closing a stake of 522 shares — an estimated $25.2K sold.

Bartlett & Co Wealth Management first reported a position in DRE in Q1 2018 and held it in 18 quarters. The position peaked at $30.3K in Q1 2022. 4 funds tracked by Wall St. Rank hold DRE as of Q4 2022.

Bartlett & Co Wealth Management reported no remaining Duke Realty Corp. position as of Q4 2022 after selling out during the quarter.
Bartlett & Co Wealth Management sold 522 Duke Realty Corp. shares in Q4 2022, an estimated $25.2K.
Bartlett & Co Wealth Management first reported a position in Duke Realty Corp. in Q1 2018 and held it in 18 quarters.
Bartlett & Co Wealth Management's Duke Realty Corp. position peaked at $30.3K in Q1 2022.
4 funds tracked by Wall St. Rank held Duke Realty Corp. as of Q4 2022.

Based on Bartlett & Co Wealth Management's 13F filing for Q4 2022, filed 14 Feb 2024.