WA
DRE

Wealth Alliance’s Duke Realty Corp. DRE Stock Holding History

Wealth Alliance’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
-6,761
Closed -$326K – 515
2022
Q3 		$326K Sell
6,761
-19
-0.3% -$1.11K 0.06% 304
2022
Q2 		$373K Sell
6,780
-3,663
-35% -$201K 0.07% 267
2022
Q1 		$606K Buy
10,443
+357
+4% +$20.2K 0.12% 183
2021
Q4 		$662K Buy
10,086
+2,816
+39% +$163K 0.13% 174
2021
Q3 		$348K Buy
7,270
+1,402
+24% +$70.7K 0.08% 289
2021
Q2 		$278K Buy
5,868
+151
+3% +$6.97K 0.07% 342
2021
Q1 		$240K Buy
5,717
+155
+3% +$6.25K 0.07% 342
2020
Q4 		$222K Buy
+5,562
New +$217K 0.07% 348

Other funds holding DRE

BTI
Blue Trust Inc Alpharetta, Georgia $8.74B AUM 14.62% 1-Year Est. Return
IA
IFP Advisors Tampa, Florida $4.82B AUM 20.19% 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