PWPS
DRE

Pinnacle Wealth Planning Services’s Duke Realty Corp. DRE Stock Holding History

Pinnacle Wealth Planning Services’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
2021
Q1 		– Sell
-1,083
Closed -$43K – 2169
2020
Q4 		$43K Buy
+1,083
New +$42.3K 0.01% 863

Other funds holding DRE

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Daiwa Securities Group
Daiwa Securities Group Tokyo, Japan $34.8B AUM 20.7% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Pinnacle Wealth Planning Services's DRE Position: Q1 2021 in Review

Pinnacle Wealth Planning Services sold out of Duke Realty Corp. (DRE) in Q1 2021, closing a stake of 1,083 shares — an estimated $43K sold.

Pinnacle Wealth Planning Services first reported a position in DRE in Q4 2020 and held it in 1 quarter. The position peaked at $43K in Q4 2020. 478 funds tracked by Wall St. Rank hold DRE as of Q1 2021.

  • Pinnacle Wealth Planning Services reported no remaining Duke Realty Corp. position as of Q1 2021 after selling out during the quarter.
  • Pinnacle Wealth Planning Services sold 1,083 Duke Realty Corp. shares in Q1 2021, an estimated $43K.
  • Pinnacle Wealth Planning Services first reported a position in Duke Realty Corp. in Q4 2020 and held it in 1 quarter.
  • Pinnacle Wealth Planning Services's Duke Realty Corp. position peaked at $43K in Q4 2020.
  • 478 funds tracked by Wall St. Rank held Duke Realty Corp. as of Q1 2021.

Based on Pinnacle Wealth Planning Services's 13F filing for Q1 2021, filed 29 Apr 2021.