DWM
DRE

Doyle Wealth Management’s Duke Realty Corp. DRE Stock Holding History

Doyle Wealth Management’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
2019
Q3 		– Sell
-800
Closed -$25K – 818
2019
Q2 		$25K Buy
+800
New +$24.7K ﹤0.01% 476
2019
Q1 		– Sell
-800
Closed -$21K – 813
2018
Q4 		$21K Buy
+800
New +$22.2K ﹤0.01% 504

Other funds holding DRE

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
PGGM Investments
PGGM Investments Zeist, Netherlands $4.06B AUM 24.91% 1-Year Est. Return
Daiwa Securities Group
Daiwa Securities Group Tokyo, Japan $51.1B AUM 35.55% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

Doyle Wealth Management's DRE Position: Q3 2019 in Review

Doyle Wealth Management sold out of Duke Realty Corp. (DRE) in Q3 2019, closing a stake of 800 shares — an estimated $25K sold.

Doyle Wealth Management first reported a position in DRE in Q4 2018 and held it in 2 quarters. The position peaked at $25K in Q2 2019. 431 funds tracked by Wall St. Rank hold DRE as of Q3 2019.

  • Doyle Wealth Management reported no remaining Duke Realty Corp. position as of Q3 2019 after selling out during the quarter.
  • Doyle Wealth Management sold 800 Duke Realty Corp. shares in Q3 2019, an estimated $25K.
  • Doyle Wealth Management first reported a position in Duke Realty Corp. in Q4 2018 and held it in 2 quarters.
  • Doyle Wealth Management's Duke Realty Corp. position peaked at $25K in Q2 2019.
  • 431 funds tracked by Wall St. Rank held Duke Realty Corp. as of Q3 2019.

Based on Doyle Wealth Management's 13F filing for Q3 2019, filed 5 Nov 2019.