THWM
DRE

Taylor Hoffman Wealth Management’s Duke Realty Corp. DRE Stock Holding History

Taylor Hoffman Wealth Management’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
2020
Q3 		– Sell
-200
Closed -$7K – 391
2020
Q2 		$7K Buy
+200
New +$6.83K ﹤0.01% 314
2020
Q1 		– Sell
-200
Closed -$7K – 412
2019
Q4 		$7K Hold
200
– – ﹤0.01% 340
2019
Q3 		$7K Hold
200
– – 0.01% 334
2019
Q2 		$6K Hold
200
– – ﹤0.01% 329
2019
Q1 		$6K Hold
200
– – ﹤0.01% 324
2018
Q4 		$5K Hold
200
– – ﹤0.01% 329
2018
Q3 		$6K Hold
200
– – ﹤0.01% 318
2018
Q2 		$6K Hold
200
– – 0.01% 301
2018
Q1 		$5K Hold
200
– – ﹤0.01% 338
2017
Q4 		$5K Buy
+200
New +$5.69K ﹤0.01% 344

Other funds holding DRE

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Daiwa Securities Group
Daiwa Securities Group Tokyo, Japan $34.6B AUM 20.7% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return