RMR Wealth Builders’s Duke Realty Corp. DRE Stock Holding History

RMR Wealth Builders’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 Q2	–	Sell	-2,324	Closed	-$97K	–	773
2021 Q1	$97K	Hold	2,324	–	–	0.03%	272
2020 Q4	$93K	Buy	+2,324	New	+$90.7K	0.05%	210

Other funds holding DRE

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Daiwa Securities Group Tokyo, Japan $51.1B AUM 35.55% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

RMR Wealth Builders's DRE Position: Q2 2021 in Review

RMR Wealth Builders sold out of Duke Realty Corp. (DRE) in Q2 2021, closing a stake of 2,324 shares — an estimated $97K sold.

RMR Wealth Builders first reported a position in DRE in Q4 2020 and held it in 2 quarters. The position peaked at $97K in Q1 2021. 481 funds tracked by Wall St. Rank hold DRE as of Q2 2021.

RMR Wealth Builders reported no remaining Duke Realty Corp. position as of Q2 2021 after selling out during the quarter.
RMR Wealth Builders sold 2,324 Duke Realty Corp. shares in Q2 2021, an estimated $97K.
RMR Wealth Builders first reported a position in Duke Realty Corp. in Q4 2020 and held it in 2 quarters.
RMR Wealth Builders's Duke Realty Corp. position peaked at $97K in Q1 2021.
481 funds tracked by Wall St. Rank held Duke Realty Corp. as of Q2 2021.

Based on RMR Wealth Builders's 13F filing for Q2 2021, filed 16 Aug 2021.