LF
DRE

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

Lee 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
-8
Closed – – 1009
2022
Q3 		$0 Hold
8
– – ﹤0.01% 1065
2022
Q2 		$0 Buy
+8
New +$438 ﹤0.01% 1041
2022
Q1 		– Sell
-200
Closed -$13K – 1002
2021
Q4 		$13K Buy
+200
New +$11.6K ﹤0.01% 451

Other funds holding DRE

BTI
Blue Trust Inc Alpharetta, Georgia $9.54B AUM 19.86% 1-Year Est. Return
IA
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
HNB
Huntington National Bank Columbus, Ohio $20.6B AUM 34.61% 1-Year Est. Return

Lee Financial's DRE Position: Q4 2022 in Review

Lee Financial sold out of Duke Realty Corp. (DRE) in Q4 2022, closing a stake of 8 shares.

Lee Financial first reported a position in DRE in Q4 2021 and held it in 3 quarters. The position peaked at $13K in Q4 2021. 4 funds tracked by Wall St. Rank hold DRE as of Q4 2022.

  • Lee Financial reported no remaining Duke Realty Corp. position as of Q4 2022 after selling out during the quarter.
  • Lee Financial sold 8 Duke Realty Corp. shares in Q4 2022.
  • Lee Financial first reported a position in Duke Realty Corp. in Q4 2021 and held it in 3 quarters.
  • Lee Financial's Duke Realty Corp. position peaked at $13K in Q4 2021.
  • 4 funds tracked by Wall St. Rank held Duke Realty Corp. as of Q4 2022.

Based on Lee Financial's 13F filing for Q4 2022, filed 9 Feb 2023.