WWP
DRE

WR Wealth Planners’s Duke Realty Corp. DRE Stock Holding History

WR Wealth Planners’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
-396
Closed -$19.1K – 547
2022
Q3 		$19.1K Hold
396
– – 0.01% 208
2022
Q2 		$21.8K Hold
396
– – 0.01% 216
2022
Q1 		$23K Buy
+396
New +$22.4K 0.01% 216

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

WR Wealth Planners's DRE Position: Q4 2022 in Review

WR Wealth Planners sold out of Duke Realty Corp. (DRE) in Q4 2022, closing a stake of 396 shares — an estimated $19.1K sold.

WR Wealth Planners first reported a position in DRE in Q1 2022 and held it in 3 quarters. The position peaked at $23K in Q1 2022. 4 funds tracked by Wall St. Rank hold DRE as of Q4 2022.

  • WR Wealth Planners reported no remaining Duke Realty Corp. position as of Q4 2022 after selling out during the quarter.
  • WR Wealth Planners sold 396 Duke Realty Corp. shares in Q4 2022, an estimated $19.1K.
  • WR Wealth Planners first reported a position in Duke Realty Corp. in Q1 2022 and held it in 3 quarters.
  • WR Wealth Planners's Duke Realty Corp. position peaked at $23K in Q1 2022.
  • 4 funds tracked by Wall St. Rank held Duke Realty Corp. as of Q4 2022.

Based on WR Wealth Planners's 13F filing for Q4 2022, filed 10 Oct 2024.