PWP
DRE

Principle Wealth Partners’s Duke Realty Corp. DRE Stock Holding History

Principle Wealth Partners’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
2020
Q3 		– Sell
-1,524
Closed -$54K – 461
2020
Q2 		$54K Buy
+1,524
New +$52K 0.02% 267

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
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Daiwa Securities Group
Daiwa Securities Group Tokyo, Japan $34.8B AUM 20.7% 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

Principle Wealth Partners's DRE Position: Q3 2020 in Review

Principle Wealth Partners sold out of Duke Realty Corp. (DRE) in Q3 2020, closing a stake of 1,524 shares — an estimated $54K sold.

Principle Wealth Partners first reported a position in DRE in Q2 2020 and held it in 1 quarter. The position peaked at $54K in Q2 2020. 460 funds tracked by Wall St. Rank hold DRE as of Q3 2020.

  • Principle Wealth Partners reported no remaining Duke Realty Corp. position as of Q3 2020 after selling out during the quarter.
  • Principle Wealth Partners sold 1,524 Duke Realty Corp. shares in Q3 2020, an estimated $54K.
  • Principle Wealth Partners first reported a position in Duke Realty Corp. in Q2 2020 and held it in 1 quarter.
  • Principle Wealth Partners's Duke Realty Corp. position peaked at $54K in Q2 2020.
  • 460 funds tracked by Wall St. Rank held Duke Realty Corp. as of Q3 2020.

Based on Principle Wealth Partners's 13F filing for Q3 2020, filed 16 Nov 2020.