Spire Wealth Management’s Duke Realty Corp. DRE Stock Holding History

Spire Wealth 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
2022 Q3	–	Sell	-373	Closed	-$21K	–	2724
2022 Q2	$21K	Sell	373 -300	-45%	-$16.4K	﹤0.01%	1664
2022 Q1	$39K	Sell	673 -858	-56%	-$48.6K	﹤0.01%	1548
2021 Q4	$101K	Buy	1,531 +9	+0.6%	+$520	﹤0.01%	1404
2021 Q3	$73K	Sell	1,522 -43	-3%	-$2.17K	﹤0.01%	1322
2021 Q2	$74K	Sell	1,565 -6	-0.4%	-$277	﹤0.01%	1321
2021 Q1	$66K	Buy	+1,571	New	+$63.4K	﹤0.01%	1585

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

Millennium Management New York $276B AUM 44.8% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

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

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

Spire Wealth Management's DRE Position: Q3 2022 in Review

Spire Wealth Management sold out of Duke Realty Corp. (DRE) in Q3 2022, closing a stake of 373 shares — an estimated $21K sold.

Spire Wealth Management first reported a position in DRE in Q1 2021 and held it in 6 quarters. The position peaked at $101K in Q4 2021. 534 funds tracked by Wall St. Rank hold DRE as of Q3 2022.

Spire Wealth Management reported no remaining Duke Realty Corp. position as of Q3 2022 after selling out during the quarter.
Spire Wealth Management sold 373 Duke Realty Corp. shares in Q3 2022, an estimated $21K.
Spire Wealth Management first reported a position in Duke Realty Corp. in Q1 2021 and held it in 6 quarters.
Spire Wealth Management's Duke Realty Corp. position peaked at $101K in Q4 2021.
534 funds tracked by Wall St. Rank held Duke Realty Corp. as of Q3 2022.

Based on Spire Wealth Management's 13F filing for Q3 2022, filed 7 Nov 2022.