CC
DRE

Carlson Capital’s Duke Realty Corp. DRE Stock Holding History

Carlson Capital’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
-950,000
Closed -$45.8M – 163
2022
Q3 		$45.8M Buy
950,000
+50,000
+6% +$2.93M 3.47% 4
2022
Q2 		$49.5M Buy
+900,000
New +$49.3M 3.42% 5
2018
Q2 		– Sell
-713,401
Closed -$18.9M – 321
2018
Q1 		$18.9M Buy
713,401
+83,280
+13% +$2.14M 0.29% 89
2017
Q4 		$17.1M Buy
630,121
+62,340
+11% +$1.77M 0.29% 102
2017
Q3 		$16.4M Sell
567,781
-96,419
-15% -$2.78M 0.28% 109
2017
Q2 		$18.6M Buy
664,200
+78,950
+13% +$2.22M 0.27% 117
2017
Q1 		$15.4M Buy
+585,250
New +$15.1M 0.2% 143

Other funds holding DRE

BTI
Blue Trust Inc Alpharetta, Georgia $8.74B AUM 14.62% 1-Year Est. Return
IA
IFP Advisors Tampa, Florida $4.82B AUM 20.19% 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