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

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
PI
PGGM Investments Zeist, Netherlands $4.06B AUM 24.91% 1-Year Est. Return
Daiwa Securities Group
Daiwa Securities Group Tokyo, Japan $51.1B AUM 35.55% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

Strategic Wealth Partners's DRE Position: Q3 2019 in Review

Strategic Wealth Partners sold out of Duke Realty Corp. (DRE) in Q3 2019, closing a stake of 53 shares — an estimated $1K sold.

Strategic Wealth Partners first reported a position in DRE in Q4 2017 and held it in 7 quarters. The position peaked at $2K in Q1 2019. 431 funds tracked by Wall St. Rank hold DRE as of Q3 2019.

  • Strategic Wealth Partners reported no remaining Duke Realty Corp. position as of Q3 2019 after selling out during the quarter.
  • Strategic Wealth Partners sold 53 Duke Realty Corp. shares in Q3 2019, an estimated $1K.
  • Strategic Wealth Partners first reported a position in Duke Realty Corp. in Q4 2017 and held it in 7 quarters.
  • Strategic Wealth Partners's Duke Realty Corp. position peaked at $2K in Q1 2019.
  • 431 funds tracked by Wall St. Rank held Duke Realty Corp. as of Q3 2019.

Based on Strategic Wealth Partners's 13F filing for Q3 2019, filed 28 Oct 2019.