SCM
DRE

Shelton Capital Management’s Duke Realty Corp. DRE Stock Holding History

Shelton Capital Management’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
Q4 		– Sell
-11,485
Closed -$424K – 838
2020
Q3 		$424K Sell
11,485
-282
-2% -$10.6K 0.02% 459
2020
Q2 		$416K Hold
11,767
– – 0.02% 362
2020
Q1 		$381K Hold
11,767
– – 0.03% 343
2019
Q4 		$408K Hold
11,767
– – 0.02% 410
2019
Q3 		$400K Hold
11,767
– – 0.02% 413
2019
Q2 		$372K Buy
11,767
+11,347
+2,702% +$351K 0.02% 445
2019
Q1 		$13.7K Sell
420
-13,322
-97% -$390K 0.05% 295
2018
Q4 		$356K Hold
13,742
– – 0.02% 407
2018
Q3 		$390K Hold
13,742
– – 0.02% 451
2018
Q2 		$399K Sell
13,742
-1,100
-7% -$30.4K 0.02% 431
2018
Q1 		$393K Sell
14,842
-3,508
-19% -$90.2K 0.03% 433
2017
Q4 		$499K Hold
18,350
– – 0.03% 379
2017
Q3 		$529K Sell
18,350
-21,670
-54% -$624K 0.04% 349
2017
Q2 		$1.12M Hold
40,020
– – 0.08% 215
2017
Q1 		$1.05M Buy
40,020
+2,661
+7% +$68.4K 0.07% 220
2016
Q4 		$992K Buy
37,359
+4,622
+14% +$118K 0.08% 236
2016
Q3 		$895K Hold
32,737
– – 0.07% 226
2016
Q2 		$873K Hold
32,737
– – 0.08% 218
2016
Q1 		$738K Hold
32,737
– – 0.07% 257
2015
Q4 		$688K Hold
32,737
– – 0.07% 253
2015
Q3 		$624K Hold
32,737
– – 0.07% 272
2015
Q2 		$608K Hold
32,737
– – 0.06% 308
2015
Q1 		$713K Buy
32,737
+7,566
+30% +$163K 0.08% 261
2014
Q4 		$508K Sell
25,171
-10,608
-30% -$201K 0.06% 353
2014
Q3 		$615K Hold
35,779
– – 0.08% 266
2014
Q2 		$650K Hold
35,779
– – 0.09% 249
2014
Q1 		$604K Hold
35,779
– – 0.09% 261
2013
Q4 		$538K Hold
35,779
– – 0.08% 289
2013
Q3 		$552K Hold
35,779
– – 0.09% 249
2013
Q2 		$558K Buy
+35,779
New +$609K 0.1% 216

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 $63.2B AUM 17.15% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Daiwa Securities Group
Daiwa Securities Group Tokyo, Japan $51.1B AUM 35.55% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Shelton Capital Management's DRE Position: Q4 2020 in Review

Shelton Capital Management sold out of Duke Realty Corp. (DRE) in Q4 2020, closing a stake of 11,485 shares — an estimated $424K sold.

Shelton Capital Management first reported a position in DRE in Q2 2013 and held it in 30 quarters. The position peaked at $1.12M in Q2 2017. 461 funds tracked by Wall St. Rank hold DRE as of Q4 2020.

  • Shelton Capital Management reported no remaining Duke Realty Corp. position as of Q4 2020 after selling out during the quarter.
  • Shelton Capital Management sold 11,485 Duke Realty Corp. shares in Q4 2020, an estimated $424K.
  • Shelton Capital Management first reported a position in Duke Realty Corp. in Q2 2013 and held it in 30 quarters.
  • Shelton Capital Management's Duke Realty Corp. position peaked at $1.12M in Q2 2017.
  • 461 funds tracked by Wall St. Rank held Duke Realty Corp. as of Q4 2020.

Based on Shelton Capital Management's 13F filing for Q4 2020, filed 16 Feb 2021.