SBIA
DRE

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

Sheaff Brock 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
2022
Q4 		– Sell
-18,094
Closed -$872K – 541
2022
Q3 		$872K Sell
18,094
-25,792
-59% -$1.51M 0.09% 167
2022
Q2 		$2.41M Sell
43,886
-98
-0.2% -$5.36K 0.2% 76
2022
Q1 		$2.55M Buy
43,984
+282
+0.6% +$16K 0.18% 87
2021
Q4 		$2.87M Buy
43,702
+1,661
+4% +$95.9K 0.19% 83
2021
Q3 		$2.01M Buy
42,041
+556
+1% +$28K 0.15% 101
2021
Q2 		$1.96M Buy
41,485
+1,457
+4% +$67.3K 0.14% 99
2021
Q1 		$1.68M Sell
40,028
-129
-0.3% -$5.2K 0.13% 103
2020
Q4 		$1.6M Sell
40,157
-201
-0.5% -$7.84K 0.13% 98
2020
Q3 		$1.49M Buy
40,358
+186
+0.5% +$7K 0.14% 102
2020
Q2 		$1.42M Sell
40,172
-21
-0.1% -$717 0.14% 92
2020
Q1 		$1.3M Buy
40,193
+281
+0.7% +$9.63K 0.17% 82
2019
Q4 		$1.38M Buy
39,912
+3,897
+11% +$135K 0.13% 102
2019
Q3 		$1.22M Buy
36,015
+2,385
+7% +$78.9K 0.13% 113
2019
Q2 		$1.06M Buy
33,630
+889
+3% +$27.5K 0.11% 132
2019
Q1 		$1M Buy
32,741
+1,100
+3% +$32.2K 0.12% 143
2018
Q4 		$820K Buy
31,641
+5,893
+23% +$164K 0.13% 151
2018
Q3 		$730K Buy
25,748
+869
+3% +$24.9K 0.07% 200
2018
Q2 		$722K Buy
24,879
+314
+1% +$8.66K 0.07% 198
2018
Q1 		$650K Buy
24,565
+774
+3% +$19.9K 0.07% 212
2017
Q4 		$647K Sell
23,791
-7,235
-23% -$206K 0.08% 218
2017
Q3 		$894K Buy
31,026
+558
+2% +$16.1K 0.12% 167
2017
Q2 		$852K Sell
30,468
-461
-1% -$13K 0.11% 185
2017
Q1 		$813K Hold
30,929
– – 0.11% 193
2016
Q4 		$821K Hold
30,929
– – 0.1% 202
2016
Q3 		$845K Hold
30,929
– – 0.11% 187
2016
Q2 		$824K Hold
30,929
– – 0.1% 199
2016
Q1 		$697K Sell
30,929
-2,900
-9% -$59.6K 0.09% 222
2015
Q4 		$711K Buy
+33,829
New +$693K 0.08% 246

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 $484M AUM 15.17% 1-Year Est. Return
HNB
Huntington National Bank Columbus, Ohio $18.1B AUM 24.69% 1-Year Est. Return

Sheaff Brock Investment Advisors's DRE Position: Q4 2022 in Review

Sheaff Brock Investment Advisors sold out of Duke Realty Corp. (DRE) in Q4 2022, closing a stake of 18,094 shares — an estimated $872K sold.

Sheaff Brock Investment Advisors first reported a position in DRE in Q4 2015 and held it in 28 quarters. The position peaked at $2.87M in Q4 2021. 4 funds tracked by Wall St. Rank hold DRE as of Q4 2022.

  • Sheaff Brock Investment Advisors reported no remaining Duke Realty Corp. position as of Q4 2022 after selling out during the quarter.
  • Sheaff Brock Investment Advisors sold 18,094 Duke Realty Corp. shares in Q4 2022, an estimated $872K.
  • Sheaff Brock Investment Advisors first reported a position in Duke Realty Corp. in Q4 2015 and held it in 28 quarters.
  • Sheaff Brock Investment Advisors's Duke Realty Corp. position peaked at $2.87M in Q4 2021.
  • 4 funds tracked by Wall St. Rank held Duke Realty Corp. as of Q4 2022.

Based on Sheaff Brock Investment Advisors's 13F filing for Q4 2022, filed 13 Feb 2023.