WOC
DRE

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

West Oak 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
-1,550
Closed -$75K – 339
2022
Q3 		$75K Hold
1,550
– – 0.04% 151
2022
Q2 		$85K Hold
1,550
– – 0.04% 149
2022
Q1 		$90K Sell
1,550
-250
-14% -$14.2K 0.04% 155
2021
Q4 		$118K Hold
1,800
– – 0.04% 151
2021
Q3 		$86K Buy
1,800
+750
+71% +$37.8K 0.03% 167
2021
Q2 		$50K Buy
+1,050
New +$48.5K 0.02% 188

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

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

West Oak Capital sold out of Duke Realty Corp. (DRE) in Q4 2022, closing a stake of 1,550 shares — an estimated $75K sold.

West Oak Capital first reported a position in DRE in Q2 2021 and held it in 6 quarters. The position peaked at $118K in Q4 2021. 4 funds tracked by Wall St. Rank hold DRE as of Q4 2022.

  • West Oak Capital reported no remaining Duke Realty Corp. position as of Q4 2022 after selling out during the quarter.
  • West Oak Capital sold 1,550 Duke Realty Corp. shares in Q4 2022, an estimated $75K.
  • West Oak Capital first reported a position in Duke Realty Corp. in Q2 2021 and held it in 6 quarters.
  • West Oak Capital's Duke Realty Corp. position peaked at $118K in Q4 2021.
  • 4 funds tracked by Wall St. Rank held Duke Realty Corp. as of Q4 2022.

Based on West Oak Capital's 13F filing for Q4 2022, filed 5 Jan 2023.