Independent Advisor Alliance
DRE

Independent Advisor Alliance’s Duke Realty Corp. DRE Stock Holding History

Independent Advisor Alliance’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
-6,455
Closed -$311K – 656
2022
Q3 		$311K Sell
6,455
-491
-7% -$28.8K 0.02% 473
2022
Q2 		$382K Buy
6,946
+156
+2% +$8.54K 0.02% 434
2022
Q1 		$394K Buy
+6,790
New +$385K 0.02% 456

Other funds holding DRE

Blue Trust Inc
Blue Trust Inc Alpharetta, Georgia $9.51B AUM 13.02% 1-Year Est. Return
IFP Advisors
IFP Advisors Tampa, Florida $5.86B AUM 20.09% 1-Year Est. Return
AW
Avion Wealth The Woodlands, Texas $537M AUM 18.24% 1-Year Est. Return
Huntington National Bank
Huntington National Bank Columbus, Ohio $20.6B AUM 34.61% 1-Year Est. Return

Independent Advisor Alliance's DRE Position: Q4 2022 in Review

Independent Advisor Alliance sold out of Duke Realty Corp. (DRE) in Q4 2022, closing a stake of 6,455 shares — an estimated $311K sold.

Independent Advisor Alliance first reported a position in DRE in Q1 2022 and held it in 3 quarters. The position peaked at $394K in Q1 2022. 4 funds tracked by Wall St. Rank hold DRE as of Q4 2022.

  • Independent Advisor Alliance reported no remaining Duke Realty Corp. position as of Q4 2022 after selling out during the quarter.
  • Independent Advisor Alliance sold 6,455 Duke Realty Corp. shares in Q4 2022, an estimated $311K.
  • Independent Advisor Alliance first reported a position in Duke Realty Corp. in Q1 2022 and held it in 3 quarters.
  • Independent Advisor Alliance's Duke Realty Corp. position peaked at $394K in Q1 2022.
  • 4 funds tracked by Wall St. Rank held Duke Realty Corp. as of Q4 2022.

Based on Independent Advisor Alliance's 13F filing for Q4 2022, filed 13 Feb 2023.