SSG
DRE

Summit Securities Group’s Duke Realty Corp. DRE Stock Holding History

Summit Securities 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
Q4 		– Sell
-23,417
Closed -$1.13M – 1495
2022
Q3 		$1.13M Buy
23,417
+22,615
+2,820% +$1.32M 0.08% 154
2022
Q2 		$44K Buy
802
+646
+414% +$35.4K 0.01% 590
2022
Q1 		$9K Buy
+156
New +$8.83K ﹤0.01% 870

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 $20.6B AUM 34.61% 1-Year Est. Return

Summit Securities Group's DRE Position: Q4 2022 in Review

Summit Securities Group sold out of Duke Realty Corp. (DRE) in Q4 2022, closing a stake of 23,417 shares — an estimated $1.13M sold.

Summit Securities Group first reported a position in DRE in Q1 2022 and held it in 3 quarters. The position peaked at $1.13M in Q3 2022. 4 funds tracked by Wall St. Rank hold DRE as of Q4 2022.

  • Summit Securities Group reported no remaining Duke Realty Corp. position as of Q4 2022 after selling out during the quarter.
  • Summit Securities Group sold 23,417 Duke Realty Corp. shares in Q4 2022, an estimated $1.13M.
  • Summit Securities Group first reported a position in Duke Realty Corp. in Q1 2022 and held it in 3 quarters.
  • Summit Securities Group's Duke Realty Corp. position peaked at $1.13M in Q3 2022.
  • 4 funds tracked by Wall St. Rank held Duke Realty Corp. as of Q4 2022.

Based on Summit Securities Group's 13F filing for Q4 2022, filed 13 Feb 2023.