Vert Asset Management’s Duke Realty Corp. DRE Stock Holding History

Vert Asset 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	-84,433	Closed	-$4.07M	–	44
2022 Q3	$4.07M	Buy	84,433 +9,286	+12%	+$544K	3.86%	11
2022 Q2	$4.13M	Buy	75,147 +5,797	+8%	+$317K	3.82%	11
2022 Q1	$4.03M	Buy	69,350 +6,546	+10%	+$371K	3.24%	12
2021 Q4	$4.12M	Buy	+62,804	New	+$3.63M	3.39%	12

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

Vert Asset Management's DRE Position: Q4 2022 in Review

Vert Asset Management sold out of Duke Realty Corp. (DRE) in Q4 2022, closing a stake of 84,433 shares — an estimated $4.07M sold.

Vert Asset Management first reported a position in DRE in Q4 2021 and held it in 4 quarters. The position peaked at $4.13M in Q2 2022. 4 funds tracked by Wall St. Rank hold DRE as of Q4 2022.

Vert Asset Management reported no remaining Duke Realty Corp. position as of Q4 2022 after selling out during the quarter.
Vert Asset Management sold 84,433 Duke Realty Corp. shares in Q4 2022, an estimated $4.07M.
Vert Asset Management first reported a position in Duke Realty Corp. in Q4 2021 and held it in 4 quarters.
Vert Asset Management's Duke Realty Corp. position peaked at $4.13M in Q2 2022.
4 funds tracked by Wall St. Rank held Duke Realty Corp. as of Q4 2022.

Based on Vert Asset Management's 13F filing for Q4 2022, filed 14 Feb 2023.