KS
DRE

Karpas Strategies’s Duke Realty Corp. DRE Stock Holding History

Karpas Strategies’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
2013
Q4 		– Sell
-15,306
Closed -$236K – 105
2013
Q3 		$236K Hold
15,306
– – 0.14% 96
2013
Q2 		$239K Buy
+15,306
New +$261K 0.15% 92

Other funds holding DRE

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
CIMLRA
CBRE Investment Management Listed Real Assets Radnor, Pennsylvania $6.75B AUM 8.88% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
PI
PGGM Investments Zeist, Netherlands $5.7B AUM 17.05% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Karpas Strategies's DRE Position: Q4 2013 in Review

Karpas Strategies sold out of Duke Realty Corp. (DRE) in Q4 2013, closing a stake of 15,306 shares — an estimated $236K sold.

Karpas Strategies first reported a position in DRE in Q2 2013 and held it in 2 quarters. The position peaked at $239K in Q2 2013. 301 funds tracked by Wall St. Rank hold DRE as of Q4 2013.

  • Karpas Strategies reported no remaining Duke Realty Corp. position as of Q4 2013 after selling out during the quarter.
  • Karpas Strategies sold 15,306 Duke Realty Corp. shares in Q4 2013, an estimated $236K.
  • Karpas Strategies first reported a position in Duke Realty Corp. in Q2 2013 and held it in 2 quarters.
  • Karpas Strategies's Duke Realty Corp. position peaked at $239K in Q2 2013.
  • 301 funds tracked by Wall St. Rank held Duke Realty Corp. as of Q4 2013.

Based on Karpas Strategies's 13F filing for Q4 2013, filed 12 Feb 2014.