OFG
DRE

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

OTA 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
2022
Q4 		– Sell
-12,422
Closed -$598K – 136
2022
Q3 		$598K Sell
12,422
-14,271
-53% -$836K 0.51% 24
2022
Q2 		$1.47M Buy
+26,693
New +$1.46M 0.7% 10

Other funds holding DRE

BTI
Blue Trust Inc Alpharetta, Georgia $9.54B AUM 19.86% 1-Year Est. Return
IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return
AW
Avion Wealth The Woodlands, Texas $537M AUM 18.24% 1-Year Est. Return
HNB
Huntington National Bank Columbus, Ohio $20.6B AUM 34.61% 1-Year Est. Return

OTA Financial Group's DRE Position: Q4 2022 in Review

OTA Financial Group sold out of Duke Realty Corp. (DRE) in Q4 2022, closing a stake of 12,422 shares — an estimated $598K sold.

OTA Financial Group first reported a position in DRE in Q2 2022 and held it in 2 quarters. The position peaked at $1.47M in Q2 2022. 4 funds tracked by Wall St. Rank hold DRE as of Q4 2022.

  • OTA Financial Group reported no remaining Duke Realty Corp. position as of Q4 2022 after selling out during the quarter.
  • OTA Financial Group sold 12,422 Duke Realty Corp. shares in Q4 2022, an estimated $598K.
  • OTA Financial Group first reported a position in Duke Realty Corp. in Q2 2022 and held it in 2 quarters.
  • OTA Financial Group's Duke Realty Corp. position peaked at $1.47M in Q2 2022.
  • 4 funds tracked by Wall St. Rank held Duke Realty Corp. as of Q4 2022.

Based on OTA Financial Group's 13F filing for Q4 2022, filed 9 Feb 2023.