PRWA
DRE

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

Platte River 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
Q4 		– Sell
-16,999
Closed -$819K – 90
2022
Q3 		$819K Sell
16,999
-77
-0.5% -$4.51K 0.37% 47
2022
Q2 		$938K Hold
17,076
– – 0.41% 45
2022
Q1 		$991K Sell
17,076
-500
-3% -$28.3K 0.36% 47
2021
Q4 		$1.06M Sell
17,576
-227
-1% -$13.1K 0.36% 50
2021
Q3 		$852K Hold
17,803
– – 0.32% 56
2021
Q2 		$843K Hold
17,803
– – 0.32% 56
2021
Q1 		$764K Buy
17,803
+240
+1% +$9.68K 0.31% 57
2020
Q4 		$703K Sell
17,563
-580
-3% -$22.6K 0.3% 59
2020
Q3 		$669K Buy
18,143
+105
+0.6% +$3.95K 0.34% 55
2020
Q2 		$656K Buy
+18,038
New +$616K 0.36% 61
2019
Q4 		$755K Buy
+20,805
New +$718K 0.4% 82

Other funds holding DRE

BTI
Blue Trust Inc Alpharetta, Georgia $9.54B AUM 19.86% 1-Year Est. Return
IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return
AW
Avion Wealth The Woodlands, Texas $537M AUM 18.24% 1-Year Est. Return
HNB
Huntington National Bank Columbus, Ohio $18.1B AUM 24.69% 1-Year Est. Return

Platte River Wealth Advisors's DRE Position: Q4 2022 in Review

Platte River Wealth Advisors sold out of Duke Realty Corp. (DRE) in Q4 2022, closing a stake of 16,999 shares — an estimated $819K sold.

Platte River Wealth Advisors first reported a position in DRE in Q4 2019 and held it in 11 quarters. The position peaked at $1.06M in Q4 2021. 4 funds tracked by Wall St. Rank hold DRE as of Q4 2022.

  • Platte River Wealth Advisors reported no remaining Duke Realty Corp. position as of Q4 2022 after selling out during the quarter.
  • Platte River Wealth Advisors sold 16,999 Duke Realty Corp. shares in Q4 2022, an estimated $819K.
  • Platte River Wealth Advisors first reported a position in Duke Realty Corp. in Q4 2019 and held it in 11 quarters.
  • Platte River Wealth Advisors's Duke Realty Corp. position peaked at $1.06M in Q4 2021.
  • 4 funds tracked by Wall St. Rank held Duke Realty Corp. as of Q4 2022.

Based on Platte River Wealth Advisors's 13F filing for Q4 2022, filed 13 Jan 2023.