SGCA
DRE

Steel Grove Capital Advisors’s Duke Realty Corp. DRE Stock Holding History

Steel Grove Capital 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
-5,768
Closed -$278K – 187
2022
Q3 		$278K Buy
5,768
+72
+1% +$4.22K 0.05% 119
2022
Q2 		$313K Sell
5,696
-1,305
-19% -$71.4K 0.06% 108
2022
Q1 		$406K Buy
+7,001
New +$396K 0.06% 106

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 $537M AUM 18.24% 1-Year Est. Return
HNB
Huntington National Bank Columbus, Ohio $18.1B AUM 24.69% 1-Year Est. Return

Steel Grove Capital Advisors's DRE Position: Q4 2022 in Review

Steel Grove Capital Advisors sold out of Duke Realty Corp. (DRE) in Q4 2022, closing a stake of 5,768 shares — an estimated $278K sold.

Steel Grove Capital Advisors first reported a position in DRE in Q1 2022 and held it in 3 quarters. The position peaked at $406K in Q1 2022. 4 funds tracked by Wall St. Rank hold DRE as of Q4 2022.

  • Steel Grove Capital Advisors reported no remaining Duke Realty Corp. position as of Q4 2022 after selling out during the quarter.
  • Steel Grove Capital Advisors sold 5,768 Duke Realty Corp. shares in Q4 2022, an estimated $278K.
  • Steel Grove Capital Advisors first reported a position in Duke Realty Corp. in Q1 2022 and held it in 3 quarters.
  • Steel Grove Capital Advisors's Duke Realty Corp. position peaked at $406K in Q1 2022.
  • 4 funds tracked by Wall St. Rank held Duke Realty Corp. as of Q4 2022.

Based on Steel Grove Capital Advisors's 13F filing for Q4 2022, filed 15 Feb 2023.