OWA
DRE

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

BTI
Blue Trust Inc Alpharetta, Georgia $8.74B AUM 14.62% 1-Year Est. Return
IA
IFP Advisors Tampa, Florida $4.82B AUM 20.19% 1-Year Est. Return
AW
Avion Wealth The Woodlands, Texas $484M AUM 15.17% 1-Year Est. Return
HNB
Huntington National Bank Columbus, Ohio $18.1B AUM 24.69% 1-Year Est. Return