SFS
DRE

Sowell Financial Services’s Duke Realty Corp. DRE Stock Holding History

Sowell Financial Services’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
Q1 		– Sell
-46
Closed -$2K – 3391
2020
Q4 		$2K Buy
+46
New +$1.79K ﹤0.01% 2520
2020
Q2 		– Sell
-123
Closed -$4K – 2743
2020
Q1 		$4K Sell
123
-57
-32% -$1.95K ﹤0.01% 1942
2019
Q4 		$6K Buy
180
+40
+29% +$1.38K ﹤0.01% 1879
2019
Q3 		$5K Buy
+140
New +$4.63K ﹤0.01% 1795

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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Sowell Financial Services's DRE Position: Q1 2021 in Review

Sowell Financial Services sold out of Duke Realty Corp. (DRE) in Q1 2021, closing a stake of 46 shares — an estimated $2K sold.

Sowell Financial Services first reported a position in DRE in Q3 2019 and held it in 4 quarters. The position peaked at $6K in Q4 2019. 478 funds tracked by Wall St. Rank hold DRE as of Q1 2021.

  • Sowell Financial Services reported no remaining Duke Realty Corp. position as of Q1 2021 after selling out during the quarter.
  • Sowell Financial Services sold 46 Duke Realty Corp. shares in Q1 2021, an estimated $2K.
  • Sowell Financial Services first reported a position in Duke Realty Corp. in Q3 2019 and held it in 4 quarters.
  • Sowell Financial Services's Duke Realty Corp. position peaked at $6K in Q4 2019.
  • 478 funds tracked by Wall St. Rank held Duke Realty Corp. as of Q1 2021.

Based on Sowell Financial Services's 13F filing for Q1 2021, filed 7 May 2021.