SPIA
DRE

Steward Partners Investment Advisory’s Duke Realty Corp. DRE Stock Holding History

Steward Partners Investment Advisory’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
-1,606
Closed -$77K – 3524
2022
Q3 		$77K Buy
1,606
+9
+0.6% +$527 ﹤0.01% 1602
2022
Q2 		$88K Buy
1,597
+193
+14% +$10.6K ﹤0.01% 1552
2022
Q1 		$82K Buy
1,404
+62
+5% +$3.51K ﹤0.01% 1688
2021
Q4 		$88K Sell
1,342
-29
-2% -$1.68K ﹤0.01% 1651
2021
Q3 		$66K Buy
1,371
+29
+2% +$1.46K ﹤0.01% 1747
2021
Q2 		$64K Sell
1,342
-54
-4% -$2.49K ﹤0.01% 2855
2021
Q1 		$58.5K Buy
1,396
+196
+16% +$7.9K ﹤0.01% 1901
2020
Q4 		$48K Hold
1,200
– – ﹤0.01% 1696
2020
Q3 		$44K Hold
1,200
– – ﹤0.01% 1559
2020
Q2 		$42K Hold
1,200
– – ﹤0.01% 1490
2020
Q1 		$38K Sell
1,200
-133
-10% -$4.56K ﹤0.01% 1375
2019
Q4 		$46K Buy
1,333
+102
+8% +$3.52K ﹤0.01% 1442
2019
Q3 		$41K Hold
1,231
– – ﹤0.01% 1439
2019
Q2 		$38K Buy
+1,231
New +$38K ﹤0.01% 1441
2018
Q4 		– Sell
-1,295
Closed -$37K – 2361
2018
Q3 		$37K Hold
1,295
– – ﹤0.01% 1316
2018
Q2 		$38K Buy
1,295
+31
+2% +$855 ﹤0.01% 1211
2018
Q1 		$33K Buy
+1,264
New +$32.5K ﹤0.01% 1156

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

Steward Partners Investment Advisory's DRE Position: Q4 2022 in Review

Steward Partners Investment Advisory sold out of Duke Realty Corp. (DRE) in Q4 2022, closing a stake of 1,606 shares — an estimated $77K sold.

Steward Partners Investment Advisory first reported a position in DRE in Q1 2018 and held it in 17 quarters. The position peaked at $88K in Q2 2022. 4 funds tracked by Wall St. Rank hold DRE as of Q4 2022.

  • Steward Partners Investment Advisory reported no remaining Duke Realty Corp. position as of Q4 2022 after selling out during the quarter.
  • Steward Partners Investment Advisory sold 1,606 Duke Realty Corp. shares in Q4 2022, an estimated $77K.
  • Steward Partners Investment Advisory first reported a position in Duke Realty Corp. in Q1 2018 and held it in 17 quarters.
  • Steward Partners Investment Advisory's Duke Realty Corp. position peaked at $88K in Q2 2022.
  • 4 funds tracked by Wall St. Rank held Duke Realty Corp. as of Q4 2022.

Based on Steward Partners Investment Advisory's 13F filing for Q4 2022, filed 15 Feb 2023.