TRUE Private Wealth Advisors’s Duke Realty Corp. DRE Stock Holding History

TRUE Private Wealth Advisors’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
2021 Q1	–	Sell	-89	Closed	-$3K	–	748
2020 Q4	$3K	Hold	89	–	–	﹤0.01%	652
2020 Q3	$3K	Hold	89	–	–	﹤0.01%	613
2020 Q2	$3K	Hold	89	–	–	﹤0.01%	609
2020 Q1	$2K	Hold	89	–	–	﹤0.01%	623
2019 Q4	$3K	Buy	+89	New	+$3.07K	﹤0.01%	727
2019 Q3	–	Sell	-152	Closed	-$4K	–	775
2019 Q2	$4K	Buy	+152	New	+$4.7K	﹤0.01%	670
2018 Q4	–	Sell	-304	Closed	-$8.62K	–	986
2018 Q3	$8.62K	Buy	+304	New	+$8.69K	﹤0.01%	783

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 $3.37T AUM 44.26% 1-Year Est. Return

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

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

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

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

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

TRUE Private Wealth Advisors's DRE Position: Q1 2021 in Review

TRUE Private Wealth Advisors sold out of Duke Realty Corp. (DRE) in Q1 2021, closing a stake of 89 shares — an estimated $3K sold.

TRUE Private Wealth Advisors first reported a position in DRE in Q3 2018 and held it in 7 quarters. The position peaked at $8.62K in Q3 2018. 478 funds tracked by Wall St. Rank hold DRE as of Q1 2021.

TRUE Private Wealth Advisors reported no remaining Duke Realty Corp. position as of Q1 2021 after selling out during the quarter.
TRUE Private Wealth Advisors sold 89 Duke Realty Corp. shares in Q1 2021, an estimated $3K.
TRUE Private Wealth Advisors first reported a position in Duke Realty Corp. in Q3 2018 and held it in 7 quarters.
TRUE Private Wealth Advisors's Duke Realty Corp. position peaked at $8.62K in Q3 2018.
478 funds tracked by Wall St. Rank held Duke Realty Corp. as of Q1 2021.

Based on TRUE Private Wealth Advisors's 13F filing for Q1 2021, filed 12 May 2021.