Greenleaf Trust’s Duke Realty Corp. DRE Stock Holding History

Greenleaf Trust’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	-7,412	Closed	-$357K	–	782
2022 Q3	$357K	Buy	7,412 +207	+3%	+$12.1K	0.01%	483
2022 Q2	$396K	Buy	7,205 +1,495	+26%	+$81.8K	0.01%	474
2022 Q1	$332K	Buy	5,710 +239	+4%	+$13.5K	﹤0.01%	564
2021 Q4	$359K	Buy	5,471 +1,125	+26%	+$65K	﹤0.01%	542
2021 Q3	$208K	Buy	4,346 +82	+2%	+$4.13K	﹤0.01%	689
2021 Q2	$202K	Buy	+4,264	New	+$197K	﹤0.01%	705

Other funds holding DRE

BTI

Blue Trust Inc Alpharetta, Georgia $9.54B AUM 19.86% 1-Year Est. Return

IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return

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

Greenleaf Trust's DRE Position: Q4 2022 in Review

Greenleaf Trust sold out of Duke Realty Corp. (DRE) in Q4 2022, closing a stake of 7,412 shares — an estimated $357K sold.

Greenleaf Trust first reported a position in DRE in Q2 2021 and held it in 6 quarters. The position peaked at $396K in Q2 2022. 4 funds tracked by Wall St. Rank hold DRE as of Q4 2022.

Greenleaf Trust reported no remaining Duke Realty Corp. position as of Q4 2022 after selling out during the quarter.
Greenleaf Trust sold 7,412 Duke Realty Corp. shares in Q4 2022, an estimated $357K.
Greenleaf Trust first reported a position in Duke Realty Corp. in Q2 2021 and held it in 6 quarters.
Greenleaf Trust's Duke Realty Corp. position peaked at $396K in Q2 2022.
4 funds tracked by Wall St. Rank held Duke Realty Corp. as of Q4 2022.

Based on Greenleaf Trust's 13F filing for Q4 2022, filed 25 Jan 2023.