GWS
DRE

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

Glassman 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
Q4 		– Sell
-606
Closed -$29K – 2080
2022
Q3 		$29K Buy
606
+195
+47% +$11.4K 0.01% 526
2022
Q2 		$23K Buy
411
+277
+207% +$15.2K ﹤0.01% 591
2022
Q1 		$8K Sell
134
-19
-12% -$1.08K ﹤0.01% 912
2021
Q4 		$10K Buy
153
+60
+65% +$3.47K ﹤0.01% 806
2021
Q3 		$4K Buy
93
+9
+11% +$454 ﹤0.01% 1044
2021
Q2 		$4K Buy
84
+22
+35% +$1.02K ﹤0.01% 1018
2021
Q1 		$3K Buy
62
+14
+29% +$565 ﹤0.01% 1043
2020
Q4 		$2K Buy
48
+4
+9% +$156 ﹤0.01% 1128
2020
Q3 		$2K Hold
44
– – ﹤0.01% 1064
2020
Q2 		$2K Buy
44
+2
+5% +$68 ﹤0.01% 930
2020
Q1 		$1K Buy
42
+28
+200% +$960 ﹤0.01% 1051
2019
Q4 		$0 Hold
14
– – ﹤0.01% 1580
2019
Q3 		$0 Hold
14
– – ﹤0.01% 1474
2019
Q2 		$0 Hold
14
– – ﹤0.01% 1466
2019
Q1 		$0 Buy
14
+8
+133% +$234 ﹤0.01% 1249
2018
Q4 		$0 Hold
6
– – ﹤0.01% 1036
2018
Q3 		$0 Hold
6
– – ﹤0.01% 996
2018
Q2 		$0 Hold
6
– – ﹤0.01% 993
2018
Q1 		$0 Buy
+6
New +$154 ﹤0.01% 969
2017
Q4 		– Sell
-7
Closed – – 832
2017
Q3 		$0 Buy
+7
New +$202 ﹤0.01% 640

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

Glassman Wealth Services's DRE Position: Q4 2022 in Review

Glassman Wealth Services sold out of Duke Realty Corp. (DRE) in Q4 2022, closing a stake of 606 shares — an estimated $29K sold.

Glassman Wealth Services first reported a position in DRE in Q3 2017 and held it in 20 quarters. The position peaked at $29K in Q3 2022. 4 funds tracked by Wall St. Rank hold DRE as of Q4 2022.

  • Glassman Wealth Services reported no remaining Duke Realty Corp. position as of Q4 2022 after selling out during the quarter.
  • Glassman Wealth Services sold 606 Duke Realty Corp. shares in Q4 2022, an estimated $29K.
  • Glassman Wealth Services first reported a position in Duke Realty Corp. in Q3 2017 and held it in 20 quarters.
  • Glassman Wealth Services's Duke Realty Corp. position peaked at $29K in Q3 2022.
  • 4 funds tracked by Wall St. Rank held Duke Realty Corp. as of Q4 2022.

Based on Glassman Wealth Services's 13F filing for Q4 2022, filed 6 Feb 2023.