SWA
DRE

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

SOA 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
2022
Q2 		– Sell
-1
Closed – – 1081
2022
Q1 		$0 Hold
1
– – ﹤0.01% 1034
2021
Q4 		$0 Hold
1
– – ﹤0.01% 1013
2021
Q3 		$0 Sell
1
-1
-50% -$50 ﹤0.01% 1012
2021
Q2 		$0 Sell
2
-18
-90% -$831 ﹤0.01% 990
2021
Q1 		$0 Buy
20
+8
+67% +$323 ﹤0.01% 950
2020
Q4 		$0 Buy
+12
New +$468 ﹤0.01% 905

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 $3.38T AUM 44.17% 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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM

SOA Wealth Advisors's DRE Position: Q2 2022 in Review

SOA Wealth Advisors sold out of Duke Realty Corp. (DRE) in Q2 2022, closing a stake of 1 share.

SOA Wealth Advisors first reported a position in DRE in Q4 2020 and held it in 6 quarters. The position peaked at $0 in Q1 2022. 565 funds tracked by Wall St. Rank hold DRE as of Q2 2022.

  • SOA Wealth Advisors reported no remaining Duke Realty Corp. position as of Q2 2022 after selling out during the quarter.
  • SOA Wealth Advisors sold 1 Duke Realty Corp. share in Q2 2022.
  • SOA Wealth Advisors first reported a position in Duke Realty Corp. in Q4 2020 and held it in 6 quarters.
  • SOA Wealth Advisors's Duke Realty Corp. position peaked at $0 in Q1 2022.
  • 565 funds tracked by Wall St. Rank held Duke Realty Corp. as of Q2 2022.

Based on SOA Wealth Advisors's 13F filing for Q2 2022, filed 13 Jul 2022.