CBFP
DRE

Cedar Brook Financial Partners’s Duke Realty Corp. DRE Stock Holding History

Cedar Brook Financial Partners’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
-26,754
Closed -$1.29M – 398
2022
Q3 		$1.29M Sell
26,754
-34
-0.1% -$1.99K 0.41% 63
2022
Q2 		$1.47M Buy
26,788
+314
+1% +$17.2K 0.46% 57
2022
Q1 		$1.54M Buy
26,474
+1,582
+6% +$89.6K 0.4% 60
2021
Q4 		$1.63M Buy
24,892
+11
+0% +$635 0.42% 58
2021
Q3 		$1.19M Sell
24,881
-526
-2% -$26.5K 0.36% 70
2021
Q2 		$1.2M Hold
25,407
– – 0.35% 74
2021
Q1 		$1.06M Buy
25,407
+1,694
+7% +$68.3K 0.37% 68
2020
Q4 		$948K Sell
23,713
-17
-0.1% -$663 0.34% 78
2020
Q3 		$876K Sell
23,730
-24
-0.1% -$904 0.34% 77
2020
Q2 		$841K Sell
23,754
-661
-3% -$22.6K 0.37% 76
2020
Q1 		$791K Buy
24,415
+1,978
+9% +$67.8K 0.44% 65
2019
Q4 		$778K Buy
22,437
+185
+0.8% +$6.39K 0.33% 85
2019
Q3 		$756K Buy
22,252
+118
+0.5% +$3.91K 0.33% 92
2019
Q2 		$700K Sell
22,134
-1,277
-5% -$39.5K 0.32% 94
2019
Q1 		$716K Buy
23,411
+3,011
+15% +$88.1K 0.35% 85
2018
Q4 		$528K Buy
+20,400
New +$566K 0.32% 102

Other funds holding DRE

BTI
Blue Trust Inc Alpharetta, Georgia $9.54B AUM 19.86% 1-Year Est. Return
IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return
AW
Avion Wealth The Woodlands, Texas $537M AUM 18.24% 1-Year Est. Return
HNB
Huntington National Bank Columbus, Ohio $20.6B AUM 34.61% 1-Year Est. Return

Cedar Brook Financial Partners's DRE Position: Q4 2022 in Review

Cedar Brook Financial Partners sold out of Duke Realty Corp. (DRE) in Q4 2022, closing a stake of 26,754 shares — an estimated $1.29M sold.

Cedar Brook Financial Partners first reported a position in DRE in Q4 2018 and held it in 16 quarters. The position peaked at $1.63M in Q4 2021. 4 funds tracked by Wall St. Rank hold DRE as of Q4 2022.

  • Cedar Brook Financial Partners reported no remaining Duke Realty Corp. position as of Q4 2022 after selling out during the quarter.
  • Cedar Brook Financial Partners sold 26,754 Duke Realty Corp. shares in Q4 2022, an estimated $1.29M.
  • Cedar Brook Financial Partners first reported a position in Duke Realty Corp. in Q4 2018 and held it in 16 quarters.
  • Cedar Brook Financial Partners's Duke Realty Corp. position peaked at $1.63M in Q4 2021.
  • 4 funds tracked by Wall St. Rank held Duke Realty Corp. as of Q4 2022.

Based on Cedar Brook Financial Partners's 13F filing for Q4 2022, filed 1 Feb 2023.