PMFA
DRE

Plante Moran Financial Advisors’s Duke Realty Corp. DRE Stock Holding History

Plante Moran Financial 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
-70
Closed -$4K – 1114
2022
Q2 		$4K Buy
+70
New +$3.83K ﹤0.01% 753

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
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Daiwa Securities Group
Daiwa Securities Group Tokyo, Japan $34.8B AUM 20.7% 1-Year Est. Return

Plante Moran Financial Advisors's DRE Position: Q3 2022 in Review

Plante Moran Financial Advisors sold out of Duke Realty Corp. (DRE) in Q3 2022, closing a stake of 70 shares — an estimated $4K sold.

Plante Moran Financial Advisors first reported a position in DRE in Q2 2022 and held it in 1 quarter. The position peaked at $4K in Q2 2022. 535 funds tracked by Wall St. Rank hold DRE as of Q3 2022.

  • Plante Moran Financial Advisors reported no remaining Duke Realty Corp. position as of Q3 2022 after selling out during the quarter.
  • Plante Moran Financial Advisors sold 70 Duke Realty Corp. shares in Q3 2022, an estimated $4K.
  • Plante Moran Financial Advisors first reported a position in Duke Realty Corp. in Q2 2022 and held it in 1 quarter.
  • Plante Moran Financial Advisors's Duke Realty Corp. position peaked at $4K in Q2 2022.
  • 535 funds tracked by Wall St. Rank held Duke Realty Corp. as of Q3 2022.

Based on Plante Moran Financial Advisors's 13F filing for Q3 2022, filed 2 Nov 2022.