RIA
DRE

Regal Investment Advisors’s Duke Realty Corp. DRE Stock Holding History

Regal Investment 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
2015
Q4 		– Sell
-75
Closed -$1K – 932
2015
Q3 		$1K Buy
+75
New +$1.44K ﹤0.01% 1011
2014
Q3 		– Sell
-1,067
Closed -$19K – 989
2014
Q2 		$19K Buy
+1,067
New +$18.7K 0.01% 562
2014
Q1 		– Sell
-1,859
Closed -$28K – 951
2013
Q4 		$28K Sell
1,859
-112
-6% -$1.75K 0.02% 390
2013
Q3 		$30K Buy
1,971
+300
+18% +$4.72K 0.02% 398
2013
Q2 		$26K Buy
+1,671
New +$28.5K 0.01% 408

Other funds holding DRE

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
LIMS
Lasalle Investment Management Securities Baltimore, Maryland $2.53B AUM 2.06% 1-Year Est. Return

Regal Investment Advisors's DRE Position: Q4 2015 in Review

Regal Investment Advisors sold out of Duke Realty Corp. (DRE) in Q4 2015, closing a stake of 75 shares — an estimated $1K sold.

Regal Investment Advisors first reported a position in DRE in Q2 2013 and held it in 5 quarters. The position peaked at $30K in Q3 2013. 334 funds tracked by Wall St. Rank hold DRE as of Q4 2015.

  • Regal Investment Advisors reported no remaining Duke Realty Corp. position as of Q4 2015 after selling out during the quarter.
  • Regal Investment Advisors sold 75 Duke Realty Corp. shares in Q4 2015, an estimated $1K.
  • Regal Investment Advisors first reported a position in Duke Realty Corp. in Q2 2013 and held it in 5 quarters.
  • Regal Investment Advisors's Duke Realty Corp. position peaked at $30K in Q3 2013.
  • 334 funds tracked by Wall St. Rank held Duke Realty Corp. as of Q4 2015.

Based on Regal Investment Advisors's 13F filing for Q4 2015, filed 8 Feb 2016.