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

Physician 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 Q3	–	Sell	-3,500	Closed	-$216K	–	153
2022 Q2	$216K	Buy	+3,500	New	+$192K	0.06%	140
2022 Q1	–	Sell	-3,500	Closed	-$211K	–	170
2021 Q4	$211K	Buy	+3,500	New	+$202K	0.06%	153

Other funds holding DRE

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

Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Millennium Management New York $276B AUM 44.8% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

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

Physician Wealth Advisors's DRE Position: Q3 2022 in Review

Physician Wealth Advisors sold out of Duke Realty Corp. (DRE) in Q3 2022, closing a stake of 3,500 shares — an estimated $216K sold.

Physician Wealth Advisors first reported a position in DRE in Q4 2021 and held it in 2 quarters. The position peaked at $216K in Q2 2022. 534 funds tracked by Wall St. Rank hold DRE as of Q3 2022.

Physician Wealth Advisors reported no remaining Duke Realty Corp. position as of Q3 2022 after selling out during the quarter.
Physician Wealth Advisors sold 3,500 Duke Realty Corp. shares in Q3 2022, an estimated $216K.
Physician Wealth Advisors first reported a position in Duke Realty Corp. in Q4 2021 and held it in 2 quarters.
Physician Wealth Advisors's Duke Realty Corp. position peaked at $216K in Q2 2022.
534 funds tracked by Wall St. Rank held Duke Realty Corp. as of Q3 2022.

Based on Physician Wealth Advisors's 13F filing for Q3 2022, filed 6 Oct 2022.