JSF Financial’s Duke Realty Corp. DRE Stock Holding History

JSF Financial’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	-9,321	Closed	-$449K	–	131
2022 Q3	$449K	Buy	+9,321	New	+$546K	0.17%	76
2022 Q1	–	Sell	-6,961	Closed	-$457K	–	143
2021 Q4	$457K	Buy	+6,961	New	+$402K	0.22%	54

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

JSF Financial's DRE Position: Q4 2022 in Review

JSF Financial sold out of Duke Realty Corp. (DRE) in Q4 2022, closing a stake of 9,321 shares — an estimated $449K sold.

JSF Financial first reported a position in DRE in Q4 2021 and held it in 2 quarters. The position peaked at $457K in Q4 2021. 4 funds tracked by Wall St. Rank hold DRE as of Q4 2022.

JSF Financial reported no remaining Duke Realty Corp. position as of Q4 2022 after selling out during the quarter.
JSF Financial sold 9,321 Duke Realty Corp. shares in Q4 2022, an estimated $449K.
JSF Financial first reported a position in Duke Realty Corp. in Q4 2021 and held it in 2 quarters.
JSF Financial's Duke Realty Corp. position peaked at $457K in Q4 2021.
4 funds tracked by Wall St. Rank held Duke Realty Corp. as of Q4 2022.

Based on JSF Financial's 13F filing for Q4 2022, filed 10 Feb 2023.