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

Ropes 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
2021 Q4	–	Sell	-12,315	Closed	-$590K	–	295
2021 Q3	$590K	Sell	12,315 -1,001	-8%	-$50.5K	0.09%	162
2021 Q2	$631K	Buy	13,316 +600	+5%	+$27.7K	0.1%	156
2021 Q1	$577K	Buy	12,716 +80	+0.6%	+$3.23K	0.1%	155
2020 Q4	$505K	Sell	12,636 -1,849	-13%	-$72.1K	0.08%	155
2020 Q3	$534K	Buy	+14,485	New	+$545K	0.1%	138

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

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

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

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

Norges Bank Oslo, Norway $1T AUM

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

Ropes Wealth Advisors's DRE Position: Q4 2021 in Review

Ropes Wealth Advisors sold out of Duke Realty Corp. (DRE) in Q4 2021, closing a stake of 12,315 shares — an estimated $590K sold.

Ropes Wealth Advisors first reported a position in DRE in Q3 2020 and held it in 5 quarters. The position peaked at $631K in Q2 2021. 568 funds tracked by Wall St. Rank hold DRE as of Q4 2021.

Ropes Wealth Advisors reported no remaining Duke Realty Corp. position as of Q4 2021 after selling out during the quarter.
Ropes Wealth Advisors sold 12,315 Duke Realty Corp. shares in Q4 2021, an estimated $590K.
Ropes Wealth Advisors first reported a position in Duke Realty Corp. in Q3 2020 and held it in 5 quarters.
Ropes Wealth Advisors's Duke Realty Corp. position peaked at $631K in Q2 2021.
568 funds tracked by Wall St. Rank held Duke Realty Corp. as of Q4 2021.

Based on Ropes Wealth Advisors's 13F filing for Q4 2021, filed 10 Feb 2022.