Clearstead Advisors’s Duke Realty Corp. DRE Stock Holding History

Clearstead Advisors’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	-66	Closed	-$3K	–	1409
2022 Q3	$3K	Sell	66 -34	-34%	-$1.99K	﹤0.01%	1061
2022 Q2	$5K	Hold	100	–	–	﹤0.01%	1020
2022 Q1	$6K	Sell	100 -447	-82%	-$25.3K	﹤0.01%	1067
2021 Q4	$36K	Sell	547 -66	-11%	-$3.81K	﹤0.01%	715
2021 Q3	$29K	Buy	613 +513	+513%	+$25.9K	﹤0.01%	715
2021 Q2	$5K	Hold	100	–	–	﹤0.01%	898
2021 Q1	$4K	Hold	100	–	–	﹤0.01%	905
2020 Q4	$4K	Hold	100	–	–	﹤0.01%	841
2020 Q3	$4K	Hold	100	–	–	﹤0.01%	777
2020 Q2	$4K	Hold	100	–	–	﹤0.01%	701
2020 Q1	$3K	Buy	+100	New	+$3.43K	﹤0.01%	709

Other funds holding DRE

Blue Trust Inc Alpharetta, Georgia $9.54B AUM 19.86% 1-Year Est. Return

IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return

Avion Wealth The Woodlands, Texas $537M AUM 18.24% 1-Year Est. Return

Huntington National Bank Columbus, Ohio $20.6B AUM 34.61% 1-Year Est. Return

Clearstead Advisors's DRE Position: Q4 2022 in Review

Clearstead Advisors sold out of Duke Realty Corp. (DRE) in Q4 2022, closing a stake of 66 shares — an estimated $3K sold.

Clearstead Advisors first reported a position in DRE in Q1 2020 and held it in 11 quarters. The position peaked at $36K in Q4 2021. 4 funds tracked by Wall St. Rank hold DRE as of Q4 2022.

Clearstead Advisors reported no remaining Duke Realty Corp. position as of Q4 2022 after selling out during the quarter.
Clearstead Advisors sold 66 Duke Realty Corp. shares in Q4 2022, an estimated $3K.
Clearstead Advisors first reported a position in Duke Realty Corp. in Q1 2020 and held it in 11 quarters.
Clearstead Advisors's Duke Realty Corp. position peaked at $36K in Q4 2021.
4 funds tracked by Wall St. Rank held Duke Realty Corp. as of Q4 2022.

Based on Clearstead Advisors's 13F filing for Q4 2022, filed 14 Feb 2023.