Outlook Wealth Advisors’s Duke Realty Corp. DRE Stock Holding History

Outlook Wealth Advisors’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	-22,148	Closed	-$1.07M	–	206
2022 Q3	$1.07M	Sell	22,148 -174	-0.8%	-$10.2K	0.48%	49
2022 Q2	$1.23M	Buy	22,322 +1,556	+7%	+$85.2K	0.5%	52
2022 Q1	$1.21M	Buy	20,766 +149	+0.7%	+$8.44K	0.4%	59
2021 Q4	$1.35M	Buy	20,617 +561	+3%	+$32.4K	0.4%	54
2021 Q3	$960K	Buy	20,056 +2,594	+15%	+$131K	0.31%	78
2021 Q2	$827K	Buy	17,462 +1,495	+9%	+$69K	0.26%	91
2021 Q1	$669K	Buy	15,967 +2,510	+19%	+$101K	0.23%	104
2020 Q4	$538K	Buy	13,457 +2,780	+26%	+$108K	0.2%	121
2020 Q3	$394K	Buy	+10,677	New	+$402K	0.16%	129

Other funds holding DRE

Blue Trust Inc Alpharetta, Georgia $9.51B AUM 13.02% 1-Year Est. Return

IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return

Avion Wealth The Woodlands, Texas $537M AUM 18.24% 1-Year Est. Return

Huntington National Bank Columbus, Ohio $20.6B AUM 34.61% 1-Year Est. Return

Outlook Wealth Advisors's DRE Position: Q4 2022 in Review

Outlook Wealth Advisors sold out of Duke Realty Corp. (DRE) in Q4 2022, closing a stake of 22,148 shares — an estimated $1.07M sold.

Outlook Wealth Advisors first reported a position in DRE in Q3 2020 and held it in 9 quarters. The position peaked at $1.35M in Q4 2021. 4 funds tracked by Wall St. Rank hold DRE as of Q4 2022.

Outlook Wealth Advisors reported no remaining Duke Realty Corp. position as of Q4 2022 after selling out during the quarter.
Outlook Wealth Advisors sold 22,148 Duke Realty Corp. shares in Q4 2022, an estimated $1.07M.
Outlook Wealth Advisors first reported a position in Duke Realty Corp. in Q3 2020 and held it in 9 quarters.
Outlook Wealth Advisors's Duke Realty Corp. position peaked at $1.35M in Q4 2021.
4 funds tracked by Wall St. Rank held Duke Realty Corp. as of Q4 2022.

Based on Outlook Wealth Advisors's 13F filing for Q4 2022, filed 14 Feb 2023.