OFW
DRE

Omnia Family Wealth’s Duke Realty Corp. DRE Stock Holding History

Omnia Family 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
2019
Q2 		– Sell
-49
Closed -$1K – 559
2019
Q1 		$1K Hold
49
– – ﹤0.01% 574
2018
Q4 		$1K Hold
49
– – ﹤0.01% 550
2018
Q3 		$1K Hold
49
– – ﹤0.01% 567
2018
Q2 		$1K Sell
49
-64
-57% -$1.77K ﹤0.01% 552
2018
Q1 		$3K Sell
113
-150
-57% -$3.86K ﹤0.01% 394
2017
Q4 		$7K Buy
263
+150
+133% +$4.27K ﹤0.01% 313
2017
Q3 		$3K Sell
113
-112
-50% -$3.22K ﹤0.01% 414
2017
Q2 		$6K Buy
225
+64
+40% +$1.8K ﹤0.01% 369
2017
Q1 		$4K Hold
161
– – ﹤0.01% 472
2016
Q4 		$4K Buy
+161
New +$4.11K ﹤0.01% 474

Other funds holding DRE

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BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
PI
PGGM Investments Zeist, Netherlands $5.7B AUM 17.05% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $761B AUM 31.28% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return