IBEX Wealth Advisors’s Duke Realty Corp. DRE Stock Holding History

IBEX Wealth Advisors’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 Q2	–	Sell	-3,642	Closed	-$211K	–	189
2022 Q1	$211K	Buy	3,642 +138	+4%	+$7.82K	0.04%	160
2021 Q4	$230K	Sell	3,504 -52	-1%	-$3K	0.04%	164
2021 Q3	$170K	Buy	+3,556	New	+$179K	0.03%	193
2019 Q3	–	Sell	-3,260	Closed	-$103K	–	418
2019 Q2	$103K	Buy	+3,260	New	+$101K	0.03%	164

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 $3.37T AUM 44.26% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 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

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

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

Norges Bank Oslo, Norway $1T AUM

IBEX Wealth Advisors's DRE Position: Q2 2022 in Review

IBEX Wealth Advisors sold out of Duke Realty Corp. (DRE) in Q2 2022, closing a stake of 3,642 shares — an estimated $211K sold.

IBEX Wealth Advisors first reported a position in DRE in Q2 2019 and held it in 4 quarters. The position peaked at $230K in Q4 2021. 565 funds tracked by Wall St. Rank hold DRE as of Q2 2022.

IBEX Wealth Advisors reported no remaining Duke Realty Corp. position as of Q2 2022 after selling out during the quarter.
IBEX Wealth Advisors sold 3,642 Duke Realty Corp. shares in Q2 2022, an estimated $211K.
IBEX Wealth Advisors first reported a position in Duke Realty Corp. in Q2 2019 and held it in 4 quarters.
IBEX Wealth Advisors's Duke Realty Corp. position peaked at $230K in Q4 2021.
565 funds tracked by Wall St. Rank held Duke Realty Corp. as of Q2 2022.

Based on IBEX Wealth Advisors's 13F filing for Q2 2022, filed 16 Aug 2022.