WA
DRE

Wambolt & Associates’s Duke Realty Corp. DRE Stock Holding History

Wambolt & Associates’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
-32,335
Closed -$1.56M – 243
2022
Q3 		$1.56M Sell
32,335
-224
-0.7% -$13.1K 0.66% 42
2022
Q2 		$1.79M Sell
32,559
-220
-0.7% -$12K 0.72% 38
2022
Q1 		$1.94M Sell
32,779
-847
-3% -$48K 0.71% 40
2021
Q4 		$2.21M Buy
33,626
+39
+0.1% +$2.25K 0.8% 34
2021
Q3 		$1.64M Buy
33,587
+2,814
+9% +$142K 0.66% 43
2021
Q2 		$1.46M Buy
30,773
+2,254
+8% +$104K 0.62% 46
2021
Q1 		$1.22M Buy
28,519
+1,695
+6% +$68.4K 0.64% 54
2020
Q4 		$1.07M Buy
26,824
+2,699
+11% +$105K 0.64% 53
2020
Q3 		$890K Sell
24,125
-452
-2% -$17K 0.67% 48
2020
Q2 		$870K Buy
24,577
+3,991
+19% +$136K 0.68% 47
2020
Q1 		$667K Buy
20,586
+219
+1% +$7.51K 0.69% 46
2019
Q4 		$706K Sell
20,367
-18
-0.1% -$621 0.54% 62
2019
Q3 		$692K Sell
20,385
-876
-4% -$29K 0.57% 57
2019
Q2 		$672K Buy
21,261
+1,164
+6% +$36K 0.57% 57
2019
Q1 		$611K Buy
20,097
+1,572
+8% +$46K 0.56% 56
2018
Q4 		$480K Buy
+18,525
New +$514K 0.53% 59

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

Wambolt & Associates's DRE Position: Q4 2022 in Review

Wambolt & Associates sold out of Duke Realty Corp. (DRE) in Q4 2022, closing a stake of 32,335 shares — an estimated $1.56M sold.

Wambolt & Associates first reported a position in DRE in Q4 2018 and held it in 16 quarters. The position peaked at $2.21M in Q4 2021. 4 funds tracked by Wall St. Rank hold DRE as of Q4 2022.

  • Wambolt & Associates reported no remaining Duke Realty Corp. position as of Q4 2022 after selling out during the quarter.
  • Wambolt & Associates sold 32,335 Duke Realty Corp. shares in Q4 2022, an estimated $1.56M.
  • Wambolt & Associates first reported a position in Duke Realty Corp. in Q4 2018 and held it in 16 quarters.
  • Wambolt & Associates's Duke Realty Corp. position peaked at $2.21M in Q4 2021.
  • 4 funds tracked by Wall St. Rank held Duke Realty Corp. as of Q4 2022.

Based on Wambolt & Associates's 13F filing for Q4 2022, filed 1 Feb 2023.