Whittier Trust’s Duke Realty Corp. DRE Stock Holding History

Whittier Trust’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	-412	Closed	-$20K	–	1765
2022 Q3	$20K	Sell	412 -140	-25%	-$8.2K	﹤0.01%	1182
2022 Q2	$30K	Buy	552 +140	+34%	+$7.66K	﹤0.01%	1072
2022 Q1	$24K	Buy	412 +42	+11%	+$2.38K	﹤0.01%	1165
2021 Q4	$24K	Buy	+370	New	+$21.4K	﹤0.01%	1144
2018 Q2	–	Sell	-50	Closed	-$1K	–	1348
2018 Q1	$1K	Buy	+50	New	+$1.29K	﹤0.01%	1298

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

Whittier Trust's DRE Position: Q4 2022 in Review

Whittier Trust sold out of Duke Realty Corp. (DRE) in Q4 2022, closing a stake of 412 shares — an estimated $20K sold.

Whittier Trust first reported a position in DRE in Q1 2018 and held it in 5 quarters. The position peaked at $30K in Q2 2022. 4 funds tracked by Wall St. Rank hold DRE as of Q4 2022.

Whittier Trust reported no remaining Duke Realty Corp. position as of Q4 2022 after selling out during the quarter.
Whittier Trust sold 412 Duke Realty Corp. shares in Q4 2022, an estimated $20K.
Whittier Trust first reported a position in Duke Realty Corp. in Q1 2018 and held it in 5 quarters.
Whittier Trust's Duke Realty Corp. position peaked at $30K in Q2 2022.
4 funds tracked by Wall St. Rank held Duke Realty Corp. as of Q4 2022.

Based on Whittier Trust's 13F filing for Q4 2022, filed 25 Jan 2023.