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

Capital Advisors Ltd’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	-22	Closed	-$1K	–	1789
2022 Q3	$1K	Buy	22 +18	+450%	+$1.05K	﹤0.01%	1194
2022 Q2	$0	Sell	4 -8	-67%	-$438	﹤0.01%	1455
2022 Q1	$1K	Buy	12 +4	+50%	+$227	﹤0.01%	855
2021 Q4	$1K	Buy	+8	New	+$462	﹤0.01%	779

Other funds holding DRE

Blue Trust Inc Alpharetta, Georgia $9.51B AUM 13.02% 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

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

Capital Advisors Ltd's DRE Position: Q4 2022 in Review

Capital Advisors Ltd sold out of Duke Realty Corp. (DRE) in Q4 2022, closing a stake of 22 shares — an estimated $1K sold.

Capital Advisors Ltd first reported a position in DRE in Q4 2021 and held it in 4 quarters. The position peaked at $1K in Q3 2022. 4 funds tracked by Wall St. Rank hold DRE as of Q4 2022.

Capital Advisors Ltd reported no remaining Duke Realty Corp. position as of Q4 2022 after selling out during the quarter.
Capital Advisors Ltd sold 22 Duke Realty Corp. shares in Q4 2022, an estimated $1K.
Capital Advisors Ltd first reported a position in Duke Realty Corp. in Q4 2021 and held it in 4 quarters.
Capital Advisors Ltd's Duke Realty Corp. position peaked at $1K in Q3 2022.
4 funds tracked by Wall St. Rank held Duke Realty Corp. as of Q4 2022.

Based on Capital Advisors Ltd's 13F filing for Q4 2022, filed 7 Feb 2023.