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

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
PI
PGGM Investments Zeist, Netherlands $4.06B AUM 24.91% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Omnia Family Wealth's DRE Position: Q2 2019 in Review

Omnia Family Wealth sold out of Duke Realty Corp. (DRE) in Q2 2019, closing a stake of 49 shares — an estimated $1K sold.

Omnia Family Wealth first reported a position in DRE in Q4 2016 and held it in 10 quarters. The position peaked at $7K in Q4 2017. 451 funds tracked by Wall St. Rank hold DRE as of Q2 2019.

  • Omnia Family Wealth reported no remaining Duke Realty Corp. position as of Q2 2019 after selling out during the quarter.
  • Omnia Family Wealth sold 49 Duke Realty Corp. shares in Q2 2019, an estimated $1K.
  • Omnia Family Wealth first reported a position in Duke Realty Corp. in Q4 2016 and held it in 10 quarters.
  • Omnia Family Wealth's Duke Realty Corp. position peaked at $7K in Q4 2017.
  • 451 funds tracked by Wall St. Rank held Duke Realty Corp. as of Q2 2019.

Based on Omnia Family Wealth's 13F filing for Q2 2019, filed 7 Aug 2019.