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 $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

Wealth Alliance's DRE Position: Q4 2022 in Review

Wealth Alliance sold out of Duke Realty Corp. (DRE) in Q4 2022, closing a stake of 6,761 shares — an estimated $326K sold.

Wealth Alliance first reported a position in DRE in Q4 2020 and held it in 8 quarters. The position peaked at $662K in Q4 2021. 4 funds tracked by Wall St. Rank hold DRE as of Q4 2022.

  • Wealth Alliance reported no remaining Duke Realty Corp. position as of Q4 2022 after selling out during the quarter.
  • Wealth Alliance sold 6,761 Duke Realty Corp. shares in Q4 2022, an estimated $326K.
  • Wealth Alliance first reported a position in Duke Realty Corp. in Q4 2020 and held it in 8 quarters.
  • Wealth Alliance's Duke Realty Corp. position peaked at $662K in Q4 2021.
  • 4 funds tracked by Wall St. Rank held Duke Realty Corp. as of Q4 2022.

Based on Wealth Alliance's 13F filing for Q4 2022, filed 13 Feb 2023.