CWM
DRE

Chesapeake Wealth Management’s Duke Realty Corp. DRE Stock Holding History

Chesapeake Wealth Management’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
-17,133
Closed -$826K – 162
2022
Q3 		$826K Sell
17,133
-139
-0.8% -$8.14K 0.38% 70
2022
Q2 		$949K Sell
17,272
-617
-3% -$33.8K 0.41% 66
2022
Q1 		$1.04M Sell
17,889
-514
-3% -$29.1K 0.38% 71
2021
Q4 		$1.21M Buy
18,403
+219
+1% +$12.6K 0.41% 64
2021
Q3 		$871K Sell
18,184
-1,736
-9% -$87.5K 0.31% 83
2021
Q2 		$943K Sell
19,920
-410
-2% -$18.9K 0.31% 82
2021
Q1 		$852K Buy
20,330
+4,045
+25% +$163K 0.29% 88
2020
Q4 		$651K Buy
16,285
+985
+6% +$38.4K 0.22% 107
2020
Q3 		$565K Buy
15,300
+1,868
+14% +$70.3K 0.21% 110
2020
Q2 		$475K Buy
13,432
+5,426
+68% +$185K 0.19% 120
2020
Q1 		$259K Buy
+8,006
New +$274K 0.12% 155

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 $484M AUM 15.17% 1-Year Est. Return
HNB
Huntington National Bank Columbus, Ohio $18.1B AUM 24.69% 1-Year Est. Return

Chesapeake Wealth Management's DRE Position: Q4 2022 in Review

Chesapeake Wealth Management sold out of Duke Realty Corp. (DRE) in Q4 2022, closing a stake of 17,133 shares — an estimated $826K sold.

Chesapeake Wealth Management first reported a position in DRE in Q1 2020 and held it in 11 quarters. The position peaked at $1.21M in Q4 2021. 4 funds tracked by Wall St. Rank hold DRE as of Q4 2022.

  • Chesapeake Wealth Management reported no remaining Duke Realty Corp. position as of Q4 2022 after selling out during the quarter.
  • Chesapeake Wealth Management sold 17,133 Duke Realty Corp. shares in Q4 2022, an estimated $826K.
  • Chesapeake Wealth Management first reported a position in Duke Realty Corp. in Q1 2020 and held it in 11 quarters.
  • Chesapeake Wealth Management's Duke Realty Corp. position peaked at $1.21M in Q4 2021.
  • 4 funds tracked by Wall St. Rank held Duke Realty Corp. as of Q4 2022.

Based on Chesapeake Wealth Management's 13F filing for Q4 2022, filed 23 Feb 2023.