WAM
DRE

Wealthspire Advisors (Maryland)’s Duke Realty Corp. DRE Stock Holding History

Wealthspire Advisors (Maryland)’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
2019
Q2 		– Sell
-372
Closed -$11K – 2271
2019
Q1 		$11K Sell
372
-48
-11% -$1.4K ﹤0.01% 1512
2018
Q4 		$11K Buy
420
+159
+61% +$4.41K ﹤0.01% 1449
2018
Q3 		$7K Hold
261
– – ﹤0.01% 1692
2018
Q2 		$8K Sell
261
-243
-48% -$6.71K ﹤0.01% 1639
2018
Q1 		$13K Buy
504
+147
+41% +$3.78K ﹤0.01% 1477
2017
Q4 		$10K Buy
357
+54
+18% +$1.54K ﹤0.01% 1600
2017
Q3 		$9K Buy
303
+40
+15% +$1.15K ﹤0.01% 1627
2017
Q2 		$7K Buy
263
+227
+631% +$6.38K ﹤0.01% 1676
2017
Q1 		$1K Buy
36
+15
+71% +$386 ﹤0.01% 1871
2016
Q4 		$1K Buy
+21
New +$535 ﹤0.01% 1701

Other funds holding DRE

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
PI
PGGM Investments Zeist, Netherlands $5.7B AUM 17.05% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Wealthspire Advisors (Maryland)'s DRE Position: Q2 2019 in Review

Wealthspire Advisors (Maryland) sold out of Duke Realty Corp. (DRE) in Q2 2019, closing a stake of 372 shares — an estimated $11K sold.

Wealthspire Advisors (Maryland) first reported a position in DRE in Q4 2016 and held it in 10 quarters. The position peaked at $13K in Q1 2018. 450 funds tracked by Wall St. Rank hold DRE as of Q2 2019.

  • Wealthspire Advisors (Maryland) reported no remaining Duke Realty Corp. position as of Q2 2019 after selling out during the quarter.
  • Wealthspire Advisors (Maryland) sold 372 Duke Realty Corp. shares in Q2 2019, an estimated $11K.
  • Wealthspire Advisors (Maryland) first reported a position in Duke Realty Corp. in Q4 2016 and held it in 10 quarters.
  • Wealthspire Advisors (Maryland)'s Duke Realty Corp. position peaked at $13K in Q1 2018.
  • 450 funds tracked by Wall St. Rank held Duke Realty Corp. as of Q2 2019.

Based on Wealthspire Advisors (Maryland)'s 13F filing for Q2 2019, filed 12 Aug 2019.