UCFA
DRE

United Capital Financial Advisors’s Duke Realty Corp. DRE Stock Holding History

United Capital Financial 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
2022
Q4 		– Sell
-26,923
Closed -$1.3M – 1133
2022
Q3 		$1.3M Sell
26,923
-15,240
-36% -$892K 0.01% 558
2022
Q2 		$2.32M Buy
42,163
+1,932
+5% +$106K 0.01% 466
2022
Q1 		$2.34M Sell
40,231
-1,194
-3% -$67.6K 0.01% 487
2021
Q4 		$2.72M Buy
41,425
+831
+2% +$48K 0.01% 481
2021
Q3 		$1.94M Sell
40,594
-304
-0.7% -$15.3K 0.01% 532
2021
Q2 		$1.94M Buy
40,898
+2,259
+6% +$104K 0.01% 546
2021
Q1 		$1.62M Sell
38,639
-20,626
-35% -$832K 0.01% 547
2020
Q4 		$2.37M Buy
59,265
+17,518
+42% +$683K 0.01% 474
2020
Q3 		$1.54M Buy
41,747
+7,126
+21% +$268K 0.01% 563
2020
Q2 		$1.23M Buy
34,621
+570
+2% +$19.5K 0.01% 609
2020
Q1 		$1.1M Sell
34,051
-3,091
-8% -$106K 0.01% 611
2019
Q4 		$1.29M Buy
37,142
+8,652
+30% +$299K 0.01% 695
2019
Q3 		$968K Sell
28,490
-2,201
-7% -$72.9K 0.01% 763
2019
Q2 		$970K Buy
30,691
+1,526
+5% +$47.1K 0.01% 823
2019
Q1 		$892K Sell
29,165
-60,064
-67% -$1.76M 0.01% 805
2018
Q4 		$2.31M Sell
89,229
-14,842
-14% -$412K 0.02% 528
2018
Q3 		$2.95M Buy
104,071
+75,856
+269% +$2.17M 0.02% 532
2018
Q2 		$819K Sell
28,215
-1,228
-4% -$33.9K 0.01% 812
2018
Q1 		$780K Sell
29,443
-1,824
-6% -$46.9K 0.01% 831
2017
Q4 		$851K Sell
31,267
-534
-2% -$15.2K 0.01% 830
2017
Q3 		$917K Sell
31,801
-16,697
-34% -$481K 0.01% 797
2017
Q2 		$1.36M Sell
48,498
-187,748
-79% -$5.28M 0.01% 679
2017
Q1 		$6.21M Sell
236,246
-3,661
-2% -$94.2K 0.06% 337
2016
Q4 		$6.37M Sell
239,907
-12,299
-5% -$314K 0.06% 332
2016
Q3 		$6.89M Buy
252,206
+1,406
+0.6% +$38.8K 0.07% 332
2016
Q2 		$6.77M Buy
250,800
+172,183
+219% +$4.05M 0.07% 318
2016
Q1 		$1.77M Sell
78,617
-39,404
-33% -$810K 0.02% 565
2015
Q4 		$2.48M Buy
118,021
+5,277
+5% +$108K 0.03% 506
2015
Q3 		$2.15M Sell
112,744
-70,339
-38% -$1.35M 0.03% 513
2015
Q2 		$3.4M Buy
183,083
+11,134
+6% +$221K 0.04% 454
2015
Q1 		$3.41M Sell
171,949
-165,166
-49% -$3.55M 0.04% 428
2014
Q4 		$6.81M Buy
337,115
+72,031
+27% +$1.37M 0.1% 221
2014
Q3 		$4.55M Buy
265,084
+97,369
+58% +$1.76M 0.08% 272
2014
Q2 		$3.05M Buy
167,715
+1,011
+0.6% +$17.7K 0.06% 320
2014
Q1 		$2.81M Buy
166,704
+156,532
+1,539% +$2.49M 0.06% 302
2013
Q4 		$153K Sell
10,172
-136,062
-93% -$2.12M 0.01% 616
2013
Q3 		$2.26M Buy
146,234
+9,926
+7% +$156K 0.07% 238
2013
Q2 		$2.13M Buy
+136,308
New +$2.32M 0.06% 301

Other funds holding DRE

BTI
Blue Trust Inc Alpharetta, Georgia $9.54B AUM 19.86% 1-Year Est. Return
IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return
AW
Avion Wealth The Woodlands, Texas $484M AUM 15.17% 1-Year Est. Return
HNB
Huntington National Bank Columbus, Ohio $18.1B AUM 24.69% 1-Year Est. Return

United Capital Financial Advisors's DRE Position: Q4 2022 in Review

United Capital Financial Advisors sold out of Duke Realty Corp. (DRE) in Q4 2022, closing a stake of 26,923 shares — an estimated $1.3M sold.

United Capital Financial Advisors first reported a position in DRE in Q2 2013 and held it in 38 quarters. The position peaked at $6.89M in Q3 2016. 4 funds tracked by Wall St. Rank hold DRE as of Q4 2022.

  • United Capital Financial Advisors reported no remaining Duke Realty Corp. position as of Q4 2022 after selling out during the quarter.
  • United Capital Financial Advisors sold 26,923 Duke Realty Corp. shares in Q4 2022, an estimated $1.3M.
  • United Capital Financial Advisors first reported a position in Duke Realty Corp. in Q2 2013 and held it in 38 quarters.
  • United Capital Financial Advisors's Duke Realty Corp. position peaked at $6.89M in Q3 2016.
  • 4 funds tracked by Wall St. Rank held Duke Realty Corp. as of Q4 2022.

Based on United Capital Financial Advisors's 13F filing for Q4 2022, filed 15 Feb 2023.