West Branch Capital’s Duke Realty Corp. DRE Stock Holding History

West Branch Capital’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	-800	Closed	-$39K	–	486
2022 Q3	$39K	Hold	800	–	–	0.02%	188
2022 Q2	$44K	Hold	800	–	–	0.03%	180
2022 Q1	$46K	Hold	800	–	–	0.02%	192
2021 Q4	$53K	Hold	800	–	–	0.02%	197
2021 Q3	$38K	Hold	800	–	–	0.02%	203
2021 Q2	$38K	Buy	+800	New	+$36.9K	0.02%	215

Other funds holding DRE

Blue Trust Inc Alpharetta, Georgia $9.51B AUM 13.02% 1-Year Est. Return

IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return

Avion Wealth The Woodlands, Texas $537M AUM 18.24% 1-Year Est. Return

Huntington National Bank Columbus, Ohio $20.6B AUM 34.61% 1-Year Est. Return

West Branch Capital's DRE Position: Q4 2022 in Review

West Branch Capital sold out of Duke Realty Corp. (DRE) in Q4 2022, closing a stake of 800 shares — an estimated $39K sold.

West Branch Capital first reported a position in DRE in Q2 2021 and held it in 6 quarters. The position peaked at $53K in Q4 2021. 4 funds tracked by Wall St. Rank hold DRE as of Q4 2022.

West Branch Capital reported no remaining Duke Realty Corp. position as of Q4 2022 after selling out during the quarter.
West Branch Capital sold 800 Duke Realty Corp. shares in Q4 2022, an estimated $39K.
West Branch Capital first reported a position in Duke Realty Corp. in Q2 2021 and held it in 6 quarters.
West Branch Capital's Duke Realty Corp. position peaked at $53K in Q4 2021.
4 funds tracked by Wall St. Rank held Duke Realty Corp. as of Q4 2022.

Based on West Branch Capital's 13F filing for Q4 2022, filed 27 Jan 2023.