OWP
DRE

Obermeyer Wealth Partners’s Duke Realty Corp. DRE Stock Holding History

Obermeyer Wealth Partners’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
2013
Q3 		– Sell
-1,950
Closed -$30K – 301
2013
Q2 		$30K Buy
+1,950
New +$33.2K 0.01% 164

Other funds holding DRE

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return
CIMLRA
CBRE Investment Management Listed Real Assets Radnor, Pennsylvania $6.75B AUM 8.88% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Daiwa Securities Group
Daiwa Securities Group Tokyo, Japan $34.8B AUM 20.7% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Obermeyer Wealth Partners's DRE Position: Q3 2013 in Review

Obermeyer Wealth Partners sold out of Duke Realty Corp. (DRE) in Q3 2013, closing a stake of 1,950 shares — an estimated $30K sold.

Obermeyer Wealth Partners first reported a position in DRE in Q2 2013 and held it in 1 quarter. The position peaked at $30K in Q2 2013. 284 funds tracked by Wall St. Rank hold DRE as of Q3 2013.

  • Obermeyer Wealth Partners reported no remaining Duke Realty Corp. position as of Q3 2013 after selling out during the quarter.
  • Obermeyer Wealth Partners sold 1,950 Duke Realty Corp. shares in Q3 2013, an estimated $30K.
  • Obermeyer Wealth Partners first reported a position in Duke Realty Corp. in Q2 2013 and held it in 1 quarter.
  • Obermeyer Wealth Partners's Duke Realty Corp. position peaked at $30K in Q2 2013.
  • 284 funds tracked by Wall St. Rank held Duke Realty Corp. as of Q3 2013.

Based on Obermeyer Wealth Partners's 13F filing for Q3 2013, filed 18 Oct 2013.