VFA
DRE

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

Valeo 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
-46,650
Closed -$2.25M – 624
2022
Q3 		$2.25M Sell
46,650
-544
-1% -$31.9K 0.14% 93
2022
Q2 		$2.59M Buy
47,194
+10,933
+30% +$598K 0.16% 83
2022
Q1 		$2.1M Sell
36,261
-483
-1% -$27.4K 0.11% 115
2021
Q4 		$2.41M Buy
36,744
+3,098
+9% +$179K 0.13% 96
2021
Q3 		$1.61M Buy
33,646
+32
+0.1% +$1.61K 0.09% 133
2021
Q2 		$1.59M Sell
33,614
-813
-2% -$37.5K 0.1% 126
2021
Q1 		$1.44M Sell
34,427
-242
-0.7% -$9.76K 0.07% 154
2020
Q4 		$1.39M Sell
34,669
-118
-0.3% -$4.6K 0.07% 136
2020
Q3 		$1.28M Buy
34,787
+533
+2% +$20.1K 0.11% 112
2020
Q2 		$1.21M Buy
34,254
+13
+0% +$444 0.11% 112
2020
Q1 		$1.21M Sell
34,241
-3,080
-8% -$106K 0.13% 105
2019
Q4 		$1.29M Buy
37,321
+80
+0.2% +$2.76K 0.13% 111
2019
Q3 		$1.26M Sell
37,241
-1,097
-3% -$36.3K 0.14% 98
2019
Q2 		$1.21M Sell
38,338
-4,000
-9% -$124K 0.14% 109
2019
Q1 		$1.29M Sell
42,338
-7,560
-15% -$221K 0.16% 100
2018
Q4 		$1.29M Sell
49,898
-1,521
-3% -$42.2K 0.18% 91
2018
Q3 		$1.42M Buy
51,419
+1,525
+3% +$43.6K 0.19% 89
2018
Q2 		$1.43M Sell
49,894
-3,877
-7% -$107K 0.2% 85
2018
Q1 		$1.42M Hold
53,771
– – 0.23% 78
2017
Q4 		$1.46M Hold
53,771
– – 0.24% 72
2017
Q3 		$1.55M Buy
+53,771
New +$1.55M 0.35% 63

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 $537M AUM 18.24% 1-Year Est. Return
HNB
Huntington National Bank Columbus, Ohio $20.6B AUM 34.61% 1-Year Est. Return

Valeo Financial Advisors's DRE Position: Q4 2022 in Review

Valeo Financial Advisors sold out of Duke Realty Corp. (DRE) in Q4 2022, closing a stake of 46,650 shares — an estimated $2.25M sold.

Valeo Financial Advisors first reported a position in DRE in Q3 2017 and held it in 21 quarters. The position peaked at $2.59M in Q2 2022. 4 funds tracked by Wall St. Rank hold DRE as of Q4 2022.

  • Valeo Financial Advisors reported no remaining Duke Realty Corp. position as of Q4 2022 after selling out during the quarter.
  • Valeo Financial Advisors sold 46,650 Duke Realty Corp. shares in Q4 2022, an estimated $2.25M.
  • Valeo Financial Advisors first reported a position in Duke Realty Corp. in Q3 2017 and held it in 21 quarters.
  • Valeo Financial Advisors's Duke Realty Corp. position peaked at $2.59M in Q2 2022.
  • 4 funds tracked by Wall St. Rank held Duke Realty Corp. as of Q4 2022.

Based on Valeo Financial Advisors's 13F filing for Q4 2022, filed 9 Feb 2023.