ISWM
DRE

Independent Solutions Wealth Management’s Duke Realty Corp. DRE Stock Holding History

Independent Solutions Wealth Management’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
-3,507
Closed -$204K – 253
2022
Q1 		$204K Hold
3,507
– – 0.05% 211
2021
Q4 		$230K Buy
+3,507
New +$203K 0.05% 206

Other funds holding DRE

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Daiwa Securities Group
Daiwa Securities Group Tokyo, Japan $51.1B AUM 35.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM

Independent Solutions Wealth Management's DRE Position: Q2 2022 in Review

Independent Solutions Wealth Management sold out of Duke Realty Corp. (DRE) in Q2 2022, closing a stake of 3,507 shares — an estimated $204K sold.

Independent Solutions Wealth Management first reported a position in DRE in Q4 2021 and held it in 2 quarters. The position peaked at $230K in Q4 2021. 565 funds tracked by Wall St. Rank hold DRE as of Q2 2022.

  • Independent Solutions Wealth Management reported no remaining Duke Realty Corp. position as of Q2 2022 after selling out during the quarter.
  • Independent Solutions Wealth Management sold 3,507 Duke Realty Corp. shares in Q2 2022, an estimated $204K.
  • Independent Solutions Wealth Management first reported a position in Duke Realty Corp. in Q4 2021 and held it in 2 quarters.
  • Independent Solutions Wealth Management'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 Independent Solutions Wealth Management's 13F filing for Q2 2022, filed 19 Dec 2024.