LOIM
DRE

Liberty One Investment Management’s Duke Realty Corp. DRE Stock Holding History

Liberty One Investment 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
-38,490
Closed -$1.85M – 152
2022
Q3 		$1.85M Buy
38,490
+407
+1% +$23.8K 0.31% 58
2022
Q2 		$1.8M Sell
38,083
-2,235
-6% -$122K 0.31% 53
2022
Q1 		$2.34M Buy
40,318
+751
+2% +$42.5K 0.36% 51
2021
Q4 		$2.6M Buy
39,567
+1,028
+3% +$59.4K 0.39% 42
2021
Q3 		$1.84M Buy
38,539
+456
+1% +$23K 0.32% 49
2021
Q2 		$1.8M Buy
38,083
+2,350
+7% +$108K 0.3% 53
2021
Q1 		$1.5M Buy
35,733
+3,692
+12% +$149K 0.27% 63
2020
Q4 		$1.28M Buy
32,041
+3,033
+10% +$118K 0.24% 66
2020
Q3 		$1.07M Buy
29,008
+2,293
+9% +$86.3K 0.22% 67
2020
Q2 		$945K Buy
+26,715
New +$912K 0.21% 67

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 $18.1B AUM 24.69% 1-Year Est. Return

Liberty One Investment Management's DRE Position: Q4 2022 in Review

Liberty One Investment Management sold out of Duke Realty Corp. (DRE) in Q4 2022, closing a stake of 38,490 shares — an estimated $1.85M sold.

Liberty One Investment Management first reported a position in DRE in Q2 2020 and held it in 10 quarters. The position peaked at $2.6M in Q4 2021. 4 funds tracked by Wall St. Rank hold DRE as of Q4 2022.

  • Liberty One Investment Management reported no remaining Duke Realty Corp. position as of Q4 2022 after selling out during the quarter.
  • Liberty One Investment Management sold 38,490 Duke Realty Corp. shares in Q4 2022, an estimated $1.85M.
  • Liberty One Investment Management first reported a position in Duke Realty Corp. in Q2 2020 and held it in 10 quarters.
  • Liberty One Investment Management's Duke Realty Corp. position peaked at $2.6M in Q4 2021.
  • 4 funds tracked by Wall St. Rank held Duke Realty Corp. as of Q4 2022.

Based on Liberty One Investment Management's 13F filing for Q4 2022, filed 15 Feb 2023.