Tortoise Investment Management’s Duke Realty Corp. DRE Stock Holding History

Tortoise Investment 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
2022 Q4	–	Sell	-1,200	Closed	-$58K	–	802
2022 Q3	$58K	Hold	1,200	–	–	0.01%	297
2022 Q2	$66K	Hold	1,200	–	–	0.01%	270
2022 Q1	$70K	Hold	1,200	–	–	0.01%	272
2021 Q4	$79K	Hold	1,200	–	–	0.01%	238
2021 Q3	$57K	Hold	1,200	–	–	0.01%	263
2021 Q2	$57K	Hold	1,200	–	–	0.01%	261
2021 Q1	$50K	Hold	1,200	–	–	0.01%	262
2020 Q4	$48K	Hold	1,200	–	–	0.01%	246
2020 Q3	$44K	Hold	1,200	–	–	0.01%	240
2020 Q2	$42K	Hold	1,200	–	–	0.01%	241
2020 Q1	$39K	Hold	1,200	–	–	0.01%	246
2019 Q4	$42K	Hold	1,200	–	–	0.01%	255
2019 Q3	$41K	Hold	1,200	–	–	0.01%	254
2019 Q2	$38K	Hold	1,200	–	–	0.01%	275
2019 Q1	$37K	Hold	1,200	–	–	0.01%	270
2018 Q4	$31K	Hold	1,200	–	–	0.01%	277
2018 Q3	$34K	Hold	1,200	–	–	0.01%	277
2018 Q2	$35K	Hold	1,200	–	–	0.01%	279
2018 Q1	$32K	Hold	1,200	–	–	0.01%	285
2017 Q4	$33K	Hold	1,200	–	–	0.01%	279
2017 Q3	$35K	Hold	1,200	–	–	0.01%	258
2017 Q2	$34K	Hold	1,200	–	–	0.01%	249
2017 Q1	$32K	Hold	1,200	–	–	0.01%	237
2016 Q4	$32K	Hold	1,200	–	–	0.01%	234
2016 Q3	$33K	Hold	1,200	–	–	0.01%	226
2016 Q2	$32K	Hold	1,200	–	–	0.01%	234
2016 Q1	$27K	Hold	1,200	–	–	0.01%	234
2015 Q4	$25K	Hold	1,200	–	–	0.01%	252
2015 Q3	$23K	Hold	1,200	–	–	0.01%	244
2015 Q2	$22K	Hold	1,200	–	–	0.01%	265
2015 Q1	$26K	Hold	1,200	–	–	0.01%	248
2014 Q4	$24K	Hold	1,200	–	–	0.01%	266
2014 Q3	$21K	Hold	1,200	–	–	0.01%	264
2014 Q2	$22K	Hold	1,200	–	–	0.01%	268
2014 Q1	$20K	Hold	1,200	–	–	0.01%	230
2013 Q4	$18K	Hold	1,200	–	–	0.01%	224
2013 Q3	$19K	Hold	1,200	–	–	0.01%	205
2013 Q2	$19K	Buy	+1,200	New	+$20.4K	0.01%	194

Other funds holding DRE

BTI

Blue Trust Inc Alpharetta, Georgia $9.54B AUM 19.86% 1-Year Est. Return

IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return

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

Tortoise Investment Management's DRE Position: Q4 2022 in Review

Tortoise Investment Management sold out of Duke Realty Corp. (DRE) in Q4 2022, closing a stake of 1,200 shares — an estimated $58K sold.

Tortoise Investment Management first reported a position in DRE in Q2 2013 and held it in 38 quarters. The position peaked at $79K in Q4 2021. 4 funds tracked by Wall St. Rank hold DRE as of Q4 2022.

Tortoise Investment Management reported no remaining Duke Realty Corp. position as of Q4 2022 after selling out during the quarter.
Tortoise Investment Management sold 1,200 Duke Realty Corp. shares in Q4 2022, an estimated $58K.
Tortoise Investment Management first reported a position in Duke Realty Corp. in Q2 2013 and held it in 38 quarters.
Tortoise Investment Management's Duke Realty Corp. position peaked at $79K in Q4 2021.
4 funds tracked by Wall St. Rank held Duke Realty Corp. as of Q4 2022.

Based on Tortoise Investment Management's 13F filing for Q4 2022, filed 3 Feb 2023.