JWCA
DRE

J.W. Cole Advisors’s Duke Realty Corp. DRE Stock Holding History

J.W. Cole 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
Q4 		– Sell
-5,049
Closed -$243K – 781
2022
Q3 		$243K Sell
5,049
-199
-4% -$11.7K 0.02% 614
2022
Q2 		$288K Sell
5,248
-74
-1% -$4.05K 0.02% 565
2022
Q1 		$309K Sell
5,322
-2,309
-30% -$131K 0.02% 608
2021
Q4 		$501K Buy
7,631
+2,311
+43% +$133K 0.03% 463
2021
Q3 		$255K Buy
5,320
+75
+1% +$3.78K 0.02% 393
2021
Q2 		$248K Buy
+5,245
New +$242K 0.02% 634
2020
Q4 		– Sell
-9,046
Closed -$334K – 911
2020
Q3 		$334K Buy
+9,046
New +$341K 0.03% 511

Other funds holding DRE

BTI
Blue Trust Inc Alpharetta, Georgia $8.74B AUM 14.62% 1-Year Est. Return
IA
IFP Advisors Tampa, Florida $4.82B AUM 20.19% 1-Year Est. Return
AW
Avion Wealth The Woodlands, Texas $484M AUM 15.17% 1-Year Est. Return
HNB
Huntington National Bank Columbus, Ohio $18.1B AUM 24.69% 1-Year Est. Return