Money Concepts Capital’s Duke Realty Corp. DRE Stock Holding History

Money Concepts Capital’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	-48,545	Closed	-$2.34M	–	3339
2022 Q3	$2.34M	Buy	48,545 +38,111	+365%	+$2.23M	0.14%	139
2022 Q2	$586K	Sell	10,434 -538	-5%	-$29.4K	0.05%	252
2022 Q1	$637K	Buy	10,972 +853	+8%	+$48.3K	0.04%	385
2021 Q4	$664K	Buy	+10,119	New	+$584K	0.06%	270
2021 Q1	$364K	Buy	8,681 +1,446	+20%	+$58.3K	0.03%	372
2020 Q4	$289K	Buy	+7,235	New	+$282K	0.03%	364

Other funds holding DRE

Blue Trust Inc Alpharetta, Georgia $9.51B AUM 13.02% 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

Huntington National Bank Columbus, Ohio $20.6B AUM 34.61% 1-Year Est. Return

Money Concepts Capital's DRE Position: Q4 2022 in Review

Money Concepts Capital sold out of Duke Realty Corp. (DRE) in Q4 2022, closing a stake of 48,545 shares — an estimated $2.34M sold.

Money Concepts Capital first reported a position in DRE in Q4 2020 and held it in 6 quarters. The position peaked at $2.34M in Q3 2022. 4 funds tracked by Wall St. Rank hold DRE as of Q4 2022.

Money Concepts Capital reported no remaining Duke Realty Corp. position as of Q4 2022 after selling out during the quarter.
Money Concepts Capital sold 48,545 Duke Realty Corp. shares in Q4 2022, an estimated $2.34M.
Money Concepts Capital first reported a position in Duke Realty Corp. in Q4 2020 and held it in 6 quarters.
Money Concepts Capital's Duke Realty Corp. position peaked at $2.34M in Q3 2022.
4 funds tracked by Wall St. Rank held Duke Realty Corp. as of Q4 2022.

Based on Money Concepts Capital's 13F filing for Q4 2022, filed 14 Feb 2023.