Paragon Private Wealth Management’s Duke Realty Corp. DRE Stock Holding History

Paragon Private Wealth Management’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 Q3	–	Sell	-4,329	Closed	-$238K	–	129
2022 Q2	$238K	Hold	4,329	–	–	0.25%	92
2022 Q1	$229K	Hold	4,329	–	–	0.22%	96
2021 Q4	$284K	Buy	+4,329	New	+$250K	0.25%	89

Other funds holding DRE

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Millennium Management New York $240B AUM 35.51% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Daiwa Securities Group Tokyo, Japan $51.1B AUM 35.55% 1-Year Est. Return

Paragon Private Wealth Management's DRE Position: Q3 2022 in Review

Paragon Private Wealth Management sold out of Duke Realty Corp. (DRE) in Q3 2022, closing a stake of 4,329 shares — an estimated $238K sold.

Paragon Private Wealth Management first reported a position in DRE in Q4 2021 and held it in 3 quarters. The position peaked at $284K in Q4 2021. 535 funds tracked by Wall St. Rank hold DRE as of Q3 2022.

Paragon Private Wealth Management reported no remaining Duke Realty Corp. position as of Q3 2022 after selling out during the quarter.
Paragon Private Wealth Management sold 4,329 Duke Realty Corp. shares in Q3 2022, an estimated $238K.
Paragon Private Wealth Management first reported a position in Duke Realty Corp. in Q4 2021 and held it in 3 quarters.
Paragon Private Wealth Management's Duke Realty Corp. position peaked at $284K in Q4 2021.
535 funds tracked by Wall St. Rank held Duke Realty Corp. as of Q3 2022.

Based on Paragon Private Wealth Management's 13F filing for Q3 2022, filed 2 Nov 2022.