Confluence Wealth Services’s Duke Realty Corp. DRE Stock Holding History

Confluence Wealth Services’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 Q1	–	Sell	-1,200	Closed	-$78K	–	1283
2021 Q4	$78K	Buy	+1,200	New	+$69.3K	0.03%	374

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 $3.37T AUM 44.26% 1-Year Est. Return

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

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

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

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

Norges Bank Oslo, Norway $1T AUM

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Confluence Wealth Services's DRE Position: Q1 2022 in Review

Confluence Wealth Services sold out of Duke Realty Corp. (DRE) in Q1 2022, closing a stake of 1,200 shares — an estimated $78K sold.

Confluence Wealth Services first reported a position in DRE in Q4 2021 and held it in 1 quarter. The position peaked at $78K in Q4 2021. 568 funds tracked by Wall St. Rank hold DRE as of Q1 2022.

Confluence Wealth Services reported no remaining Duke Realty Corp. position as of Q1 2022 after selling out during the quarter.
Confluence Wealth Services sold 1,200 Duke Realty Corp. shares in Q1 2022, an estimated $78K.
Confluence Wealth Services first reported a position in Duke Realty Corp. in Q4 2021 and held it in 1 quarter.
Confluence Wealth Services's Duke Realty Corp. position peaked at $78K in Q4 2021.
568 funds tracked by Wall St. Rank held Duke Realty Corp. as of Q1 2022.

Based on Confluence Wealth Services's 13F filing for Q1 2022, filed 26 Apr 2022.