SWP
DRE

Strategic Wealth Partners’s Duke Realty Corp. DRE Stock Holding History

Strategic Wealth Partners’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
2019
Q3 		– Sell
-53
Closed -$1K – 783
2019
Q2 		$1K Hold
53
– – ﹤0.01% 725
2019
Q1 		$2K Hold
53
– – ﹤0.01% 733
2018
Q4 		$1K Hold
53
– – ﹤0.01% 672
2018
Q3 		$1K Buy
53
+1
+2% +$29 ﹤0.01% 631
2018
Q2 		$2K Hold
52
– – ﹤0.01% 712
2018
Q1 		$1K Buy
52
+1
+2% +$26 ﹤0.01% 778
2017
Q4 		$2K Buy
+51
New +$1.45K ﹤0.01% 705

Other funds holding DRE

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State Street
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Cohen & Steers
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Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
PI
PGGM Investments Zeist, Netherlands $5.7B AUM 17.05% 1-Year Est. Return
Daiwa Securities Group
Daiwa Securities Group Tokyo, Japan $34.6B AUM 20.7% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $761B AUM 31.28% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return