SWRP
DRE

Summit Wealth & Retirement Planning’s Duke Realty Corp. DRE Stock Holding History

Summit Wealth & Retirement Planning’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
-6,649
Closed -$320K – 124
2022
Q3 		$320K Hold
6,649
– – 0.13% 85
2022
Q2 		$365K Hold
6,649
– – 0.14% 84
2022
Q1 		$386K Sell
6,649
-352
-5% -$19.9K 0.14% 78
2021
Q4 		$460K Sell
7,001
-212
-3% -$12.2K 0.16% 64
2021
Q3 		$345K Sell
7,213
-2,310
-24% -$116K 0.13% 70
2021
Q2 		$451K Sell
9,523
-5,940
-38% -$274K 0.17% 61
2021
Q1 		$648K Sell
15,463
-825
-5% -$33.3K 0.24% 64
2020
Q4 		$651K Buy
+16,288
New +$635K 0.25% 69

Other funds holding DRE

Blue Trust Inc
Blue Trust Inc Alpharetta, Georgia $9.51B AUM 13.02% 1-Year Est. Return
IFP Advisors
IFP Advisors Tampa, Florida $5.86B AUM 20.09% 1-Year Est. Return
AW
Avion Wealth The Woodlands, Texas $537M AUM 18.24% 1-Year Est. Return
Huntington National Bank
Huntington National Bank Columbus, Ohio $20.6B AUM 34.61% 1-Year Est. Return

Summit Wealth & Retirement Planning's DRE Position: Q4 2022 in Review

Summit Wealth & Retirement Planning sold out of Duke Realty Corp. (DRE) in Q4 2022, closing a stake of 6,649 shares — an estimated $320K sold.

Summit Wealth & Retirement Planning first reported a position in DRE in Q4 2020 and held it in 8 quarters. The position peaked at $651K in Q4 2020. 4 funds tracked by Wall St. Rank hold DRE as of Q4 2022.

  • Summit Wealth & Retirement Planning reported no remaining Duke Realty Corp. position as of Q4 2022 after selling out during the quarter.
  • Summit Wealth & Retirement Planning sold 6,649 Duke Realty Corp. shares in Q4 2022, an estimated $320K.
  • Summit Wealth & Retirement Planning first reported a position in Duke Realty Corp. in Q4 2020 and held it in 8 quarters.
  • Summit Wealth & Retirement Planning's Duke Realty Corp. position peaked at $651K in Q4 2020.
  • 4 funds tracked by Wall St. Rank held Duke Realty Corp. as of Q4 2022.

Based on Summit Wealth & Retirement Planning's 13F filing for Q4 2022, filed 10 Feb 2023.