NW
DRE

Naviter Wealth’s Duke Realty Corp. DRE Stock Holding History

Naviter Wealth’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
-9,418
Closed -$454K – 204
2022
Q3 		$454K Buy
+9,418
New +$552K 0.19% 133

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

Naviter Wealth's DRE Position: Q4 2022 in Review

Naviter Wealth sold out of Duke Realty Corp. (DRE) in Q4 2022, closing a stake of 9,418 shares — an estimated $454K sold.

Naviter Wealth first reported a position in DRE in Q3 2022 and held it in 1 quarter. The position peaked at $454K in Q3 2022. 4 funds tracked by Wall St. Rank hold DRE as of Q4 2022.

  • Naviter Wealth reported no remaining Duke Realty Corp. position as of Q4 2022 after selling out during the quarter.
  • Naviter Wealth sold 9,418 Duke Realty Corp. shares in Q4 2022, an estimated $454K.
  • Naviter Wealth first reported a position in Duke Realty Corp. in Q3 2022 and held it in 1 quarter.
  • Naviter Wealth's Duke Realty Corp. position peaked at $454K in Q3 2022.
  • 4 funds tracked by Wall St. Rank held Duke Realty Corp. as of Q4 2022.

Based on Naviter Wealth's 13F filing for Q4 2022, filed 31 Jan 2023.