Consolidated Planning Corp’s Duke Realty Corp. DRE Stock Holding History

Consolidated Planning Corp’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
2021 Q4	–	Sell	-1,253	Closed	-$60K	–	500
2021 Q3	$60K	Buy	+1,253	New	+$63.2K	0.04%	151

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

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

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

Daiwa Securities Group Tokyo, Japan $51.1B AUM 35.55% 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

Consolidated Planning Corp's DRE Position: Q4 2021 in Review

Consolidated Planning Corp sold out of Duke Realty Corp. (DRE) in Q4 2021, closing a stake of 1,253 shares — an estimated $60K sold.

Consolidated Planning Corp first reported a position in DRE in Q3 2021 and held it in 1 quarter. The position peaked at $60K in Q3 2021. 568 funds tracked by Wall St. Rank hold DRE as of Q4 2021.

Consolidated Planning Corp reported no remaining Duke Realty Corp. position as of Q4 2021 after selling out during the quarter.
Consolidated Planning Corp sold 1,253 Duke Realty Corp. shares in Q4 2021, an estimated $60K.
Consolidated Planning Corp first reported a position in Duke Realty Corp. in Q3 2021 and held it in 1 quarter.
Consolidated Planning Corp's Duke Realty Corp. position peaked at $60K in Q3 2021.
568 funds tracked by Wall St. Rank held Duke Realty Corp. as of Q4 2021.

Based on Consolidated Planning Corp's 13F filing for Q4 2021, filed 11 Feb 2022.