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 $9.54B AUM 19.86% 1-Year Est. Return

IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return

Avion Wealth The Woodlands, Texas $537M AUM 18.24% 1-Year Est. Return

HNB

Huntington National Bank Columbus, Ohio $20.6B AUM 34.61% 1-Year Est. Return

J.W. Cole Advisors's DRE Position: Q4 2022 in Review

J.W. Cole Advisors sold out of Duke Realty Corp. (DRE) in Q4 2022, closing a stake of 5,049 shares — an estimated $243K sold.

J.W. Cole Advisors first reported a position in DRE in Q3 2020 and held it in 7 quarters. The position peaked at $501K in Q4 2021. 4 funds tracked by Wall St. Rank hold DRE as of Q4 2022.

J.W. Cole Advisors reported no remaining Duke Realty Corp. position as of Q4 2022 after selling out during the quarter.
J.W. Cole Advisors sold 5,049 Duke Realty Corp. shares in Q4 2022, an estimated $243K.
J.W. Cole Advisors first reported a position in Duke Realty Corp. in Q3 2020 and held it in 7 quarters.
J.W. Cole Advisors's Duke Realty Corp. position peaked at $501K in Q4 2021.
4 funds tracked by Wall St. Rank held Duke Realty Corp. as of Q4 2022.

Based on J.W. Cole Advisors's 13F filing for Q4 2022, filed 14 Feb 2023.