Laird Norton Wetherby Wealth Management
DRE

Laird Norton Wetherby Wealth Management’s Duke Realty Corp. DRE Stock Holding History

Laird Norton Wetherby Wealth Management’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
-6,740
Closed -$325K – 973
2022
Q3 		$325K Sell
6,740
-58
-0.9% -$3.4K 0.02% 631
2022
Q2 		$374K Buy
6,798
+84
+1% +$4.6K 0.03% 605
2022
Q1 		$390K Buy
6,714
+291
+5% +$16.5K 0.02% 600
2021
Q4 		$422K Sell
6,423
-6
-0.1% -$347 0.02% 587
2021
Q3 		$308K Buy
6,429
+10
+0.2% +$504 0.02% 702
2021
Q2 		$304K Buy
6,419
+46
+0.7% +$2.12K 0.02% 716
2021
Q1 		$267K Buy
6,373
+115
+2% +$4.64K 0.02% 650
2020
Q4 		$250K Sell
6,258
-142
-2% -$5.54K 0.02% 735
2020
Q3 		$236K Sell
6,400
-155
-2% -$5.84K 0.02% 599
2020
Q2 		$232K Buy
6,555
+279
+4% +$9.52K 0.02% 598
2020
Q1 		$203K Buy
+6,276
New +$215K 0.02% 573

Other funds holding DRE

Blue Trust Inc
Blue Trust Inc Alpharetta, Georgia $9.51B AUM 13.02% 1-Year Est. Return
IFP Advisors
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return
AW
Avion Wealth The Woodlands, Texas $537M AUM 18.24% 1-Year Est. Return
Huntington National Bank
Huntington National Bank Columbus, Ohio $20.6B AUM 34.61% 1-Year Est. Return

Laird Norton Wetherby Wealth Management's DRE Position: Q4 2022 in Review

Laird Norton Wetherby Wealth Management sold out of Duke Realty Corp. (DRE) in Q4 2022, closing a stake of 6,740 shares — an estimated $325K sold.

Laird Norton Wetherby Wealth Management first reported a position in DRE in Q1 2020 and held it in 11 quarters. The position peaked at $422K in Q4 2021. 4 funds tracked by Wall St. Rank hold DRE as of Q4 2022.

  • Laird Norton Wetherby Wealth Management reported no remaining Duke Realty Corp. position as of Q4 2022 after selling out during the quarter.
  • Laird Norton Wetherby Wealth Management sold 6,740 Duke Realty Corp. shares in Q4 2022, an estimated $325K.
  • Laird Norton Wetherby Wealth Management first reported a position in Duke Realty Corp. in Q1 2020 and held it in 11 quarters.
  • Laird Norton Wetherby Wealth Management's Duke Realty Corp. position peaked at $422K in Q4 2021.
  • 4 funds tracked by Wall St. Rank held Duke Realty Corp. as of Q4 2022.

Based on Laird Norton Wetherby Wealth Management's 13F filing for Q4 2022, filed 14 Feb 2023.