EI
DRE

Ellevest Inc’s Duke Realty Corp. DRE Stock Holding History

Ellevest Inc’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
-1,240
Closed -$60K – 2014
2022
Q3 		$60K Hold
1,240
– – 0.01% 535
2022
Q2 		$68K Sell
1,240
-325
-21% -$17.8K 0.01% 490
2022
Q1 		$91K Buy
1,565
+70
+5% +$3.96K 0.01% 425
2021
Q4 		$98K Hold
1,495
– – 0.01% 392
2021
Q3 		$72K Hold
1,495
– – 0.01% 420
2021
Q2 		$71K Hold
1,495
– – 0.01% 419
2021
Q1 		$63K Hold
1,495
– – 0.01% 423
2020
Q4 		$60K Sell
1,495
-765
-34% -$29.8K 0.01% 421
2020
Q3 		$83K Buy
2,260
+153
+7% +$5.76K 0.01% 301
2020
Q2 		$75K Buy
2,107
+173
+9% +$5.9K 0.02% 288
2020
Q1 		$63K Hold
1,934
– – 0.02% 196
2019
Q4 		$67K Buy
+1,934
New +$66.8K 0.02% 142

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

Ellevest Inc's DRE Position: Q4 2022 in Review

Ellevest Inc sold out of Duke Realty Corp. (DRE) in Q4 2022, closing a stake of 1,240 shares — an estimated $60K sold.

Ellevest Inc first reported a position in DRE in Q4 2019 and held it in 12 quarters. The position peaked at $98K in Q4 2021. 4 funds tracked by Wall St. Rank hold DRE as of Q4 2022.

  • Ellevest Inc reported no remaining Duke Realty Corp. position as of Q4 2022 after selling out during the quarter.
  • Ellevest Inc sold 1,240 Duke Realty Corp. shares in Q4 2022, an estimated $60K.
  • Ellevest Inc first reported a position in Duke Realty Corp. in Q4 2019 and held it in 12 quarters.
  • Ellevest Inc's Duke Realty Corp. position peaked at $98K in Q4 2021.
  • 4 funds tracked by Wall St. Rank held Duke Realty Corp. as of Q4 2022.

Based on Ellevest Inc's 13F filing for Q4 2022, filed 3 Feb 2023.