Wealthcare Capital Management’s Duke Realty Corp. DRE Stock Holding History

Wealthcare Capital 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
2021 Q2	–	Sell	-70	Closed	-$3K	–	741
2021 Q1	$3K	Buy	+70	New	+$2.82K	﹤0.01%	528
2020 Q1	–	Sell	-62	Closed	-$2K	–	687
2019 Q4	$2K	Buy	+62	New	+$2.14K	﹤0.01%	606
2015 Q3	–	Sell	-117	Closed	-$2K	–	399
2015 Q2	$2K	Hold	117	–	–	﹤0.01%	340
2015 Q1	$3K	Buy	+117	New	+$2.51K	﹤0.01%	782

Other funds holding DRE

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Daiwa Securities Group Tokyo, Japan $34.8B AUM 20.7% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Wealthcare Capital Management's DRE Position: Q2 2021 in Review

Wealthcare Capital Management sold out of Duke Realty Corp. (DRE) in Q2 2021, closing a stake of 70 shares — an estimated $3K sold.

Wealthcare Capital Management first reported a position in DRE in Q1 2015 and held it in 4 quarters. The position peaked at $3K in Q1 2021. 481 funds tracked by Wall St. Rank hold DRE as of Q2 2021.

Wealthcare Capital Management reported no remaining Duke Realty Corp. position as of Q2 2021 after selling out during the quarter.
Wealthcare Capital Management sold 70 Duke Realty Corp. shares in Q2 2021, an estimated $3K.
Wealthcare Capital Management first reported a position in Duke Realty Corp. in Q1 2015 and held it in 4 quarters.
Wealthcare Capital Management's Duke Realty Corp. position peaked at $3K in Q1 2021.
481 funds tracked by Wall St. Rank held Duke Realty Corp. as of Q2 2021.

Based on Wealthcare Capital Management's 13F filing for Q2 2021, filed 16 Aug 2021.