Summit Financial Strategies’s Duke Realty Corp. DRE Stock Holding History

Summit Financial Strategies’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 Q3	–	Sell	-4,000	Closed	-$220K	–	127
2022 Q2	$220K	Hold	4,000	–	–	0.05%	109
2022 Q1	$232K	Hold	4,000	–	–	0.05%	104
2021 Q4	$263K	Buy	+4,000	New	+$231K	0.05%	101

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 $3.38T AUM 44.17% 1-Year Est. Return

Millennium Management New York $276B AUM 44.8% 1-Year Est. Return

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

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

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

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

Summit Financial Strategies's DRE Position: Q3 2022 in Review

Summit Financial Strategies sold out of Duke Realty Corp. (DRE) in Q3 2022, closing a stake of 4,000 shares — an estimated $220K sold.

Summit Financial Strategies first reported a position in DRE in Q4 2021 and held it in 3 quarters. The position peaked at $263K in Q4 2021. 534 funds tracked by Wall St. Rank hold DRE as of Q3 2022.

Summit Financial Strategies reported no remaining Duke Realty Corp. position as of Q3 2022 after selling out during the quarter.
Summit Financial Strategies sold 4,000 Duke Realty Corp. shares in Q3 2022, an estimated $220K.
Summit Financial Strategies first reported a position in Duke Realty Corp. in Q4 2021 and held it in 3 quarters.
Summit Financial Strategies's Duke Realty Corp. position peaked at $263K in Q4 2021.
534 funds tracked by Wall St. Rank held Duke Realty Corp. as of Q3 2022.

Based on Summit Financial Strategies's 13F filing for Q3 2022, filed 21 Oct 2022.