Berman Capital Advisors’s Duke Realty Corp. DRE Stock Holding History

Berman Capital 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
2021 Q3	$59K	Buy	1,259 +447	+55%	+$22.5K	0.01%	612
2021 Q2	$37K	Buy	812 +7	+0.9%	+$323	0.01%	698
2021 Q1	$33K	Buy	805 +200	+33%	+$8.07K	0.01%	627
2020 Q4	$24K	Hold	605	–	–	0.01%	622
2020 Q3	$22K	Sell	605 -45	-7%	-$1.7K	0.01%	557
2020 Q2	$22K	Sell	650 -3	-0.5%	-$102	0.01%	521
2020 Q1	$20K	Buy	653 +15	+2%	+$514	0.01%	496
2019 Q4	$22K	Hold	638	–	–	0.01%	509
2019 Q3	$21K	Hold	638	–	–	0.01%	497
2019 Q2	$20K	Buy	638 +194	+44%	+$5.99K	0.01%	519
2019 Q1	$13K	Sell	444 -4,831	-92%	-$141K	﹤0.01%	582
2018 Q4	$136K	Buy	+5,275	New	+$146K	0.05%	138

Other funds holding DRE

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

Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

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

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Berman Capital Advisors's DRE Position: Q3 2021 in Review

Berman Capital Advisors increased its Duke Realty Corp. (DRE) stake by 55% in Q3 2021, buying an estimated $22.5K and bringing the position to 1,259 shares worth $59K. The position accounts for 0.01% of the portfolio, ranked #612.

Berman Capital Advisors first reported a position in DRE in Q4 2018 and has held it in 12 quarters since. The position peaked at $136K in Q4 2018. 491 funds tracked by Wall St. Rank hold DRE as of Q3 2021.

Berman Capital Advisors held 1,259 shares of Duke Realty Corp. worth $59K as of Q3 2021.
Berman Capital Advisors bought 447 Duke Realty Corp. shares in Q3 2021, an estimated $22.5K.
Duke Realty Corp. made up 0.01% of Berman Capital Advisors's portfolio in Q3 2021, its #612 holding.
Berman Capital Advisors first reported a position in Duke Realty Corp. in Q4 2018 and has held it in 12 quarters since.
Berman Capital Advisors's Duke Realty Corp. position peaked at $136K in Q4 2018.
491 funds tracked by Wall St. Rank held Duke Realty Corp. as of Q3 2021.

Based on Berman Capital Advisors's 13F filing for Q3 2021, filed 7 Oct 2021.