PFO
DRE

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
-21,602
Closed -$1.04M – 1634
2022
Q3 		$1.04M Buy
21,602
+12,741
+144% +$746K 0.01% 714
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

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