Integrated Wealth Concepts’s Duke Realty Corp. DRE Stock Holding History

Integrated Wealth Concepts’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 Q3	–	Sell	-4,353	Closed	-$239K	–	1034
2022 Q2	$239K	Buy	+4,353	New	+$238K	0.01%	827

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 $3.38T AUM 44.17% 1-Year Est. Return

Millennium Management New York $276B AUM 44.8% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

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

Norges Bank Oslo, Norway $1T AUM

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Daiwa Securities Group Tokyo, Japan $51.1B AUM 35.55% 1-Year Est. Return

Integrated Wealth Concepts's DRE Position: Q3 2022 in Review

Integrated Wealth Concepts sold out of Duke Realty Corp. (DRE) in Q3 2022, closing a stake of 4,353 shares — an estimated $239K sold.

Integrated Wealth Concepts first reported a position in DRE in Q2 2022 and held it in 1 quarter. The position peaked at $239K in Q2 2022. 534 funds tracked by Wall St. Rank hold DRE as of Q3 2022.

Integrated Wealth Concepts reported no remaining Duke Realty Corp. position as of Q3 2022 after selling out during the quarter.
Integrated Wealth Concepts sold 4,353 Duke Realty Corp. shares in Q3 2022, an estimated $239K.
Integrated Wealth Concepts first reported a position in Duke Realty Corp. in Q2 2022 and held it in 1 quarter.
Integrated Wealth Concepts's Duke Realty Corp. position peaked at $239K in Q2 2022.
534 funds tracked by Wall St. Rank held Duke Realty Corp. as of Q3 2022.

Based on Integrated Wealth Concepts's 13F filing for Q3 2022, filed 14 Nov 2022.