Stonebridge Financial Planning Group’s Duke Realty Corp. DRE Stock Holding History

Stonebridge Financial Planning Group’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 Q1	–	Sell	-200	Closed	-$11K	–	379
2021 Q4	$11K	Hold	200	–	–	0.01%	336
2021 Q3	$11K	Hold	200	–	–	0.01%	334
2021 Q2	$10K	Hold	200	–	–	0.01%	355
2021 Q1	$9K	Hold	200	–	–	0.01%	363
2020 Q4	$8K	Hold	200	–	–	0.01%	339
2020 Q3	$8K	Hold	200	–	–	0.01%	330
2020 Q2	$7K	Hold	200	–	–	0.01%	339
2020 Q1	$7K	Buy	+200	New	+$6.86K	0.01%	338

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

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

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

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

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

Norges Bank Oslo, Norway $1T AUM

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Stonebridge Financial Planning Group's DRE Position: Q1 2022 in Review

Stonebridge Financial Planning Group sold out of Duke Realty Corp. (DRE) in Q1 2022, closing a stake of 200 shares — an estimated $11K sold.

Stonebridge Financial Planning Group first reported a position in DRE in Q1 2020 and held it in 8 quarters. The position peaked at $11K in Q4 2021. 568 funds tracked by Wall St. Rank hold DRE as of Q1 2022.

Stonebridge Financial Planning Group reported no remaining Duke Realty Corp. position as of Q1 2022 after selling out during the quarter.
Stonebridge Financial Planning Group sold 200 Duke Realty Corp. shares in Q1 2022, an estimated $11K.
Stonebridge Financial Planning Group first reported a position in Duke Realty Corp. in Q1 2020 and held it in 8 quarters.
Stonebridge Financial Planning Group's Duke Realty Corp. position peaked at $11K in Q4 2021.
568 funds tracked by Wall St. Rank held Duke Realty Corp. as of Q1 2022.

Based on Stonebridge Financial Planning Group's 13F filing for Q1 2022, filed 10 May 2022.