Orion Portfolio Solutions
DRE

Orion Portfolio Solutions’s Duke Realty Corp. DRE Stock Holding History

Orion Portfolio Solutions’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
2020
Q3 		– Sell
-1,891
Closed -$67K – 2250
2020
Q2 		$67K Sell
1,891
-1,085
-36% -$37K ﹤0.01% 644
2020
Q1 		$96K Buy
2,976
+1,039
+54% +$35.6K 0.01% 451
2019
Q4 		$67K Buy
+1,937
New +$66.9K 0.01% 493

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 $63.2B AUM 17.15% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Daiwa Securities Group
Daiwa Securities Group Tokyo, Japan $51.1B AUM 35.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Orion Portfolio Solutions's DRE Position: Q3 2020 in Review

Orion Portfolio Solutions sold out of Duke Realty Corp. (DRE) in Q3 2020, closing a stake of 1,891 shares — an estimated $67K sold.

Orion Portfolio Solutions first reported a position in DRE in Q4 2019 and held it in 3 quarters. The position peaked at $96K in Q1 2020. 460 funds tracked by Wall St. Rank hold DRE as of Q3 2020.

  • Orion Portfolio Solutions reported no remaining Duke Realty Corp. position as of Q3 2020 after selling out during the quarter.
  • Orion Portfolio Solutions sold 1,891 Duke Realty Corp. shares in Q3 2020, an estimated $67K.
  • Orion Portfolio Solutions first reported a position in Duke Realty Corp. in Q4 2019 and held it in 3 quarters.
  • Orion Portfolio Solutions's Duke Realty Corp. position peaked at $96K in Q1 2020.
  • 460 funds tracked by Wall St. Rank held Duke Realty Corp. as of Q3 2020.

Based on Orion Portfolio Solutions's 13F filing for Q3 2020, filed 13 Nov 2020.