NewEdge Advisors’s Duke Realty Corp. DRE Stock Holding History

NewEdge Advisors’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	-583,335	Closed	-$28.1M	–	4280
2022 Q3	$28.1M	Sell	583,335 -2,551	-0.4%	-$149K	0.46%	52
2022 Q2	$32.2M	Buy	585,886 +14,979	+3%	+$820K	0.53%	35
2022 Q1	$33.1M	Buy	570,907 +28,013	+5%	+$1.59M	0.53%	44
2021 Q4	$35.6M	Buy	542,894 +22,830	+4%	+$1.32M	0.54%	37
2021 Q3	$24.9M	Buy	520,064 +31,063	+6%	+$1.57M	0.62%	37
2021 Q2	$23.2M	Buy	+489,001	New	+$22.6M	0.62%	41
2017 Q3	–	Sell	-3,264	Closed	-$89.6K	–	1214
2017 Q2	$89.6K	Buy	+3,264	New	+$91.7K	0.02%	433

Other funds holding DRE

BTI

Blue Trust Inc Alpharetta, Georgia $9.54B AUM 19.86% 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

HNB

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

NewEdge Advisors's DRE Position: Q4 2022 in Review

NewEdge Advisors sold out of Duke Realty Corp. (DRE) in Q4 2022, closing a stake of 583,335 shares — an estimated $28.1M sold.

NewEdge Advisors first reported a position in DRE in Q2 2017 and held it in 7 quarters. The position peaked at $35.6M in Q4 2021. 4 funds tracked by Wall St. Rank hold DRE as of Q4 2022.

NewEdge Advisors reported no remaining Duke Realty Corp. position as of Q4 2022 after selling out during the quarter.
NewEdge Advisors sold 583,335 Duke Realty Corp. shares in Q4 2022, an estimated $28.1M.
NewEdge Advisors first reported a position in Duke Realty Corp. in Q2 2017 and held it in 7 quarters.
NewEdge Advisors's Duke Realty Corp. position peaked at $35.6M in Q4 2021.
4 funds tracked by Wall St. Rank held Duke Realty Corp. as of Q4 2022.

Based on NewEdge Advisors's 13F filing for Q4 2022, filed 14 Feb 2023.