Pathstone Family Office’s Duke Realty Corp. DRE Stock Holding History

Pathstone Family Office’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	-10,801	Closed	-$520K	–	1451
2022 Q3	$520K	Buy	10,801 +1,940	+22%	+$114K	0.01%	647
2022 Q2	$486K	Buy	8,861 +5,408	+157%	+$296K	0.01%	586
2022 Q1	$200K	Hold	3,453	–	–	﹤0.01%	899
2021 Q4	$226K	Buy	+3,453	New	+$199K	0.01%	808
2021 Q1	–	Sell	-66	Closed	-$3K	–	1439
2020 Q4	$3K	Buy	+66	New	+$2.58K	﹤0.01%	1007

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

Pathstone Family Office's DRE Position: Q4 2022 in Review

Pathstone Family Office sold out of Duke Realty Corp. (DRE) in Q4 2022, closing a stake of 10,801 shares — an estimated $520K sold.

Pathstone Family Office first reported a position in DRE in Q4 2020 and held it in 5 quarters. The position peaked at $520K in Q3 2022. 4 funds tracked by Wall St. Rank hold DRE as of Q4 2022.

Pathstone Family Office reported no remaining Duke Realty Corp. position as of Q4 2022 after selling out during the quarter.
Pathstone Family Office sold 10,801 Duke Realty Corp. shares in Q4 2022, an estimated $520K.
Pathstone Family Office first reported a position in Duke Realty Corp. in Q4 2020 and held it in 5 quarters.
Pathstone Family Office's Duke Realty Corp. position peaked at $520K in Q3 2022.
4 funds tracked by Wall St. Rank held Duke Realty Corp. as of Q4 2022.

Based on Pathstone Family Office's 13F filing for Q4 2022, filed 13 Feb 2023.