CWP
DRE

Capital Wealth Planning’s Duke Realty Corp. DRE Stock Holding History

Capital Wealth Planning’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 		– Sell
-46,345
Closed -$2.19M – 153
2021
Q2 		$2.19M Sell
46,345
-1,340
-3% -$61.9K 0.06% 38
2021
Q1 		$2M Buy
47,685
+1,630
+4% +$65.7K 0.07% 37
2020
Q4 		$1.85M Buy
46,055
+3,285
+8% +$128K 0.07% 40
2020
Q3 		$1.58M Buy
42,770
+140
+0.3% +$5.27K 0.08% 42
2020
Q2 		$1.51M Sell
42,630
-775
-2% -$26.4K 0.09% 41
2020
Q1 		$1.41M Sell
43,405
-360
-0.8% -$12.3K 0.09% 57
2019
Q4 		$1.52M Buy
43,765
+1,855
+4% +$64K 0.09% 62
2019
Q3 		$1.44M Buy
41,910
+3,570
+9% +$118K 0.09% 66
2019
Q2 		$1.21M Buy
+38,340
New +$1.18M 0.09% 67

Other funds holding DRE

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Daiwa Securities Group
Daiwa Securities Group Tokyo, Japan $34.8B AUM 20.7% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return