Next Financial Group’s Duke Realty Corp. DRE Stock Holding History

Next Financial Group’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
2021 Q4	$114K	Buy	1,735 +101	+6%	+$5.83K	0.01%	1103
2021 Q3	$78K	Buy	1,634 +1,115	+215%	+$56.2K	0.01%	1225
2021 Q2	$25K	Hold	519	–	–	﹤0.01%	1673
2021 Q1	$21K	Buy	519 +391	+305%	+$15.8K	﹤0.01%	1630
2020 Q4	$5K	Buy	+128	New	+$4.99K	﹤0.01%	2013
2019 Q4	–	Sell	-600	Closed	-$20K	–	2572
2019 Q3	$20K	Hold	600	–	–	﹤0.01%	1455
2019 Q2	$19K	Hold	600	–	–	﹤0.01%	1492
2019 Q1	$18K	Hold	600	–	–	﹤0.01%	991
2018 Q4	$16K	Hold	600	–	–	﹤0.01%	1189
2018 Q3	$17K	Buy	+600	New	+$17.2K	0.01%	844
2017 Q4	–	Sell	-600	Closed	-$17K	–	1535
2017 Q3	$17K	Sell	600 -165	-22%	-$4.75K	﹤0.01%	1034
2017 Q2	$21K	Hold	765	–	–	0.01%	1065
2017 Q1	$21K	Sell	765 -200	-21%	-$5.14K	0.01%	1042
2016 Q4	$26K	Hold	965	–	–	﹤0.01%	1266
2016 Q3	$26K	Buy	965 +200	+26%	+$5.52K	﹤0.01%	1241
2016 Q2	$20K	Buy	765 +300	+65%	+$7.05K	0.01%	980
2016 Q1	$10K	Buy	465 +300	+182%	+$6.17K	﹤0.01%	1175
2015 Q4	$3K	Hold	165	–	–	﹤0.01%	1548
2015 Q3	$3K	Hold	165	–	–	﹤0.01%	1573
2015 Q2	$3K	Hold	165	–	–	﹤0.01%	1627
2015 Q1	$3K	Hold	165	–	–	﹤0.01%	1636
2014 Q4	$3K	Sell	165 -200	-55%	-$3.79K	﹤0.01%	1677
2014 Q3	$6K	Hold	365	–	–	﹤0.01%	2001
2014 Q2	$7K	Buy	+365	New	+$6.38K	﹤0.01%	859

Other funds holding DRE

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Daiwa Securities Group Tokyo, Japan $34.8B AUM 20.7% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Next Financial Group's DRE Position: Q4 2021 in Review

Next Financial Group increased its Duke Realty Corp. (DRE) stake by 6.2% in Q4 2021, buying an estimated $5.83K and bringing the position to 1,735 shares worth $114K. The position accounts for 0.01% of the portfolio, ranked #1103.

Next Financial Group first reported a position in DRE in Q2 2014 and has held it in 24 quarters since. 568 funds tracked by Wall St. Rank hold DRE as of Q4 2021.

Next Financial Group held 1,735 shares of Duke Realty Corp. worth $114K as of Q4 2021.
Next Financial Group bought 101 Duke Realty Corp. shares in Q4 2021, an estimated $5.83K.
Duke Realty Corp. made up 0.01% of Next Financial Group's portfolio in Q4 2021, its #1103 holding.
Next Financial Group first reported a position in Duke Realty Corp. in Q2 2014 and has held it in 24 quarters since.
568 funds tracked by Wall St. Rank held Duke Realty Corp. as of Q4 2021.

Based on Next Financial Group's 13F filing for Q4 2021, filed 15 Feb 2022.