CFGS
DRE

Concourse Financial Group Securities’s Duke Realty Corp. DRE Stock Holding History

Concourse Financial Group Securities’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
-20
Closed -$1K – 2378
2022
Q3 		$1K Hold
20
– – ﹤0.01% 1966
2022
Q2 		$1K Buy
+20
New +$1.09K ﹤0.01% 2172
2020
Q1 		– Sell
-3,039
Closed -$104K – 2359
2019
Q4 		$105K Buy
3,039
+639
+27% +$22.1K 0.01% 700
2019
Q3 		$82K Buy
2,400
+193
+9% +$6.39K 0.02% 488
2019
Q2 		$70K Buy
2,207
+156
+8% +$4.82K 0.01% 757
2019
Q1 		$62K Buy
2,051
+376
+22% +$11K 0.01% 810
2018
Q4 		$43K Buy
1,675
+988
+144% +$27.4K 0.01% 871
2018
Q3 		$19K Buy
+687
New +$19.6K 0.01% 877

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

Concourse Financial Group Securities's DRE Position: Q4 2022 in Review

Concourse Financial Group Securities sold out of Duke Realty Corp. (DRE) in Q4 2022, closing a stake of 20 shares — an estimated $1K sold.

Concourse Financial Group Securities first reported a position in DRE in Q3 2018 and held it in 8 quarters. The position peaked at $105K in Q4 2019. 4 funds tracked by Wall St. Rank hold DRE as of Q4 2022.

  • Concourse Financial Group Securities reported no remaining Duke Realty Corp. position as of Q4 2022 after selling out during the quarter.
  • Concourse Financial Group Securities sold 20 Duke Realty Corp. shares in Q4 2022, an estimated $1K.
  • Concourse Financial Group Securities first reported a position in Duke Realty Corp. in Q3 2018 and held it in 8 quarters.
  • Concourse Financial Group Securities's Duke Realty Corp. position peaked at $105K in Q4 2019.
  • 4 funds tracked by Wall St. Rank held Duke Realty Corp. as of Q4 2022.

Based on Concourse Financial Group Securities's 13F filing for Q4 2022, filed 30 Jan 2023.