Castle Financial & Retirement Planning Associates’s Duke Realty Corp. DRE Stock Holding History

Castle Financial & Retirement Planning Associates’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 Q4	$9K	Buy	+151	New	+$8.72K	0.03%	112

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 $3.37T AUM 44.26% 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

Castle Financial & Retirement Planning Associates's DRE Position: Q4 2021 in Review

Castle Financial & Retirement Planning Associates opened a new position in Duke Realty Corp. (DRE) in Q4 2021: 151 shares worth $9K. The stake represents 0.03% of the portfolio and ranks #112 among its holdings.

568 funds tracked by Wall St. Rank hold DRE as of Q4 2021.

Castle Financial & Retirement Planning Associates held 151 shares of Duke Realty Corp. worth $9K as of Q4 2021.
Duke Realty Corp. was a new Castle Financial & Retirement Planning Associates position in Q4 2021.
Duke Realty Corp. made up 0.03% of Castle Financial & Retirement Planning Associates's portfolio in Q4 2021, its #112 holding.
568 funds tracked by Wall St. Rank held Duke Realty Corp. as of Q4 2021.

Based on Castle Financial & Retirement Planning Associates's 13F filing for Q4 2021, filed 14 Feb 2022.