Concord Wealth Partners’s Duke Realty Corp. DRE Stock Holding History

Concord Wealth 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 Q3	–	Sell	-252	Closed	-$14K	–	1272
2022 Q2	$14K	Hold	252	–	–	﹤0.01%	626
2022 Q1	$15K	Hold	252	–	–	﹤0.01%	695
2021 Q4	$17K	Buy	252 +108	+75%	+$6.24K	﹤0.01%	687
2021 Q3	$7K	Sell	144 -108	-43%	-$5.45K	﹤0.01%	542
2021 Q2	$12K	Buy	252 +138	+121%	+$6.37K	﹤0.01%	605
2021 Q1	$5K	Buy	+114	New	+$4.6K	﹤0.01%	690

Other funds holding DRE

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Millennium Management New York $276B AUM 44.8% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Daiwa Securities Group Tokyo, Japan $51.1B AUM 35.55% 1-Year Est. Return

Concord Wealth Partners's DRE Position: Q3 2022 in Review

Concord Wealth Partners sold out of Duke Realty Corp. (DRE) in Q3 2022, closing a stake of 252 shares — an estimated $14K sold.

Concord Wealth Partners first reported a position in DRE in Q1 2021 and held it in 6 quarters. The position peaked at $17K in Q4 2021. 534 funds tracked by Wall St. Rank hold DRE as of Q3 2022.

Concord Wealth Partners reported no remaining Duke Realty Corp. position as of Q3 2022 after selling out during the quarter.
Concord Wealth Partners sold 252 Duke Realty Corp. shares in Q3 2022, an estimated $14K.
Concord Wealth Partners first reported a position in Duke Realty Corp. in Q1 2021 and held it in 6 quarters.
Concord Wealth Partners's Duke Realty Corp. position peaked at $17K in Q4 2021.
534 funds tracked by Wall St. Rank held Duke Realty Corp. as of Q3 2022.

Based on Concord Wealth Partners's 13F filing for Q3 2022, filed 10 Nov 2022.