CA
DRE

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

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