TrueWealth LLC’s Duke Realty Corp. DRE Stock Holding History

TrueWealth LLC’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 Q2	$27K	Hold	750	–	–	0.01%	349
2020 Q1	$24K	Sell	750 -142	-16%	-$4.87K	0.01%	338
2019 Q4	$31K	Hold	892	–	–	0.01%	326
2019 Q3	$30K	Buy	+892	New	+$29.5K	0.01%	322
2019 Q2	–	Hold	0	–	–	–	333
2019 Q1	–	Hold	0	–	–	–	310
2018 Q4	–	Hold	0	–	–	–	316
2018 Q3	–	Hold	0	–	–	–	335
2018 Q2	–	Hold	0	–	–	–	260
2018 Q1	–	Hold	0	–	–	–	252
2017 Q4	–	Hold	0	–	–	–	279

Other funds holding DRE

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

TrueWealth LLC's DRE Position: Q2 2020 in Review

TrueWealth LLC held its Duke Realty Corp. (DRE) position steady in Q2 2020 at 750 shares worth $27K. The position accounts for 0.01% of the portfolio, ranked #349.

TrueWealth LLC first reported a position in DRE in Q3 2019 and has held it in 4 quarters since. The position peaked at $31K in Q4 2019. 462 funds tracked by Wall St. Rank hold DRE as of Q2 2020.

TrueWealth LLC held 750 shares of Duke Realty Corp. worth $27K as of Q2 2020.
TrueWealth LLC left its Duke Realty Corp. share count unchanged in Q2 2020.
Duke Realty Corp. made up 0.01% of TrueWealth LLC's portfolio in Q2 2020, its #349 holding.
TrueWealth LLC first reported a position in Duke Realty Corp. in Q3 2019 and has held it in 4 quarters since.
TrueWealth LLC's Duke Realty Corp. position peaked at $31K in Q4 2019.
462 funds tracked by Wall St. Rank held Duke Realty Corp. as of Q2 2020.

Based on TrueWealth LLC's 13F filing for Q2 2020, filed 15 Jul 2020.