Duke Realty Corp
DREDelisted Oct 3, 2022- Industry
- Real Estate Investment Trusts
- SEC CIK
- 0000783280
Duke Realty Corp was delisted on Oct 3, 2022; its insiders filed their last Form 4 on Oct 5, 2022; 535 institutions reported holding it in 13F filings for Q3 2022, worth $17.6B in total; Soros Fund Management was the only superinvestor holding it.
13F holders, Q3 2021
Institutional positions in Duke Realty Corp as of Sep 30, 2021. Investment managers with $100 million or more in US stocks report their long positions on Form 13F within 45 days after each quarter ends. How 13F works
- Institutional holders
- 493
- +17 vs. Q2 2021
- Shares held
- 368.7M
- −727.5K (−0.2%) vs. Q2 2021
- Total value
- $17.7B
- +$157.8M (+0.9%) vs. Q2 2021
- New holders
- 48
- 190 more added
- Sold out
- 31
- 161 more reduced
7 institutions that held it in Q2 2021 haven't filed for Q3 2021 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q2 2021: new holders, sold out and not filed yet
Holders and value by quarter
Institutions reporting DRE on Form 13F each quarter since Q1 2021, and the total value they reported. Values are as of each quarter end, so they also move with the share price.
| Quarter | Holders | Value |
|---|---|---|
| Q2 2026 | 1 | $48 |
| Q1 2026 | 1 | $48 |
| Q4 2025 | 1 | $48 |
| Q3 2025 | 1 | $48 |
| Q2 2025 | 1 | $48 |
| Q1 2025 | 1 | $48 |
| Q4 2024 | 1 | $48 |
| Q3 2024 | 1 | $48 |
| Q2 2024 | 1 | $48 |
| Q1 2024 | 1 | $48 |
| Q4 2023 | 1 | $48 |
| Q3 2023 | 1 | $48 |
| Q2 2023 | 1 | $48 |
| Q1 2023 | 1 | $48 |
| Q4 2022 | 4 | $376.0K |
| Q3 2022 | 535 | $17.6B |
| Q2 2022 | 566 | $20.5B |
| Q1 2022 | 569 | $21.3B |
| Q4 2021 | 569 | $24.3B |
| Q3 2021 | 493 | $17.7B |
| Q2 2021 | 483 | $17.5B |
| Q1 2021 | 479 | $15.4B |
Institutions, Q3 2021
Shares, value and share of portfolio for each institution holding Duke Realty Corp; share changes are against Q2 2021.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Disciplined Investments, LLC | 1,623 | $78.0K | 0.04% | 00.0% | Unchanged |
| NEXT Financial Group, Inc | 1,634 | $78.0K | 0.01% | +1,115+214.8% | Added |
| Duncker Streett & Co Inc | 1,600 | $77.0K | 0.01% | 00.0% | Unchanged |
| North Star Investment Management Corp. | 1,554 | $74.0K | 0.01% | 00.0% | Unchanged |
| Spire Wealth Management | 1,522 | $73.0K | 0.00% | −43−2.7% | Reduced |
| Lazard Asset Management LLC | 1,535 | $73.0K | 0.00% | +135+9.6% | Added |
| Private Capital Group, LLC | 1,503 | $72.0K | 0.02% | −14−0.9% | Reduced |
| Ellevest, Inc. | 1,495 | $72.0K | 0.01% | 00.0% | Unchanged |
| Jones Financial Companies LLLP | 1,462 | $70.0K | 0.00% | 00.0% | Unchanged |
| Rosenberg Matthew Hamilton | 1,444 | $69.0K | 0.03% | 00.0% | Unchanged |
| Steward Partners Investment Advisory, LLC | 1,371 | $66.0K | 0.00% | +29+2.2% | Added |
| Penserra Capital Management LLC | 1,356 | $64.0K | 0.00% | +135+11.1% | Added |
| State of Wyoming | 1,274 | $61.0K | 0.04% | +1,274 | New |
| Consolidated Planning Corp | 1,253 | $60.0K | 0.04% | +1,253 | New |
| Berman Capital Advisors, LLC | 1,259 | $59.0K | 0.01% | +447+55.0% | Added |
| Tortoise Investment Management, LLC | 1,200 | $57.0K | 0.01% | 00.0% | Unchanged |
| Geneos Wealth Management Inc. | 1,135 | $55.0K | 0.00% | 00.0% | Unchanged |
| First Horizon Advisors, Inc. | 978 | $47.0K | 0.00% | −302−23.6% | Reduced |
| Achmea Investment Management B.V. | 939 | $45.0K | 0.00% | +939 | New |
| Sargent Bickham Lagudis LLC | 883 | $42.0K | 0.00% | 00.0% | Unchanged |
| BBVA USA | 859 | $41.0K | 0.00% | 00.0% | Unchanged |
| Gemmer Asset Management LLC | 856 | $41.0K | 0.01% | 00.0% | Unchanged |
| Bedel Financial Consulting, Inc. | 864 | $41.0K | 0.01% | +42+5.1% | Added |
| Glen Eagle Advisors, LLC | 800 | $38.3K | 0.01% | 00.0% | Unchanged |
| West Branch Capital LLC | 800 | $38.0K | 0.02% | 00.0% | Unchanged |
| TFC Financial Management | 775 | $37.0K | 0.01% | 00.0% | Unchanged |
| O'Shaughnessy Asset Management, LLC | 687 | $33.0K | 0.00% | +77+12.6% | Added |
| Hudock, Inc. | 672 | $32.0K | 0.01% | 00.0% | Unchanged |
| CX Institutional | 648 | $31.0K | 0.00% | +36+5.9% | Added |
| BerganKDV Wealth Management, LLC | 600 | $29.0K | 0.00% | 00.0% | Unchanged |
| Clearstead Advisors, LLC | 613 | $29.0K | 0.00% | +513+513.0% | Added |
| Bartlett & Co. LLC | 522 | $25.0K | 0.00% | 00.0% | Unchanged |
| Trustcore Financial Services, LLC | 520 | $25.0K | 0.00% | 00.0% | Unchanged |
| Loomis Sayles & Co L P | 524 | $25.0K | 0.00% | +190+56.9% | Added |
| Bartlett & Co. Wealth Management LLC | 522 | $25.0K | 0.00% | 00.0% | Unchanged |
| Pinnacle Bancorp, Inc. | 500 | $24.0K | 0.01% | 00.0% | Unchanged |
| Charter Oak Capital Management, LLC | 501 | $24.0K | 0.00% | +2+0.4% | Added |
| Total Clarity Wealth Management, Inc. | 505 | $24.0K | 0.01% | +505 | New |
| TD Capital Management LLC | 435 | $21.0K | 0.00% | 00.0% | Unchanged |
| Zions Bancorporation, N.A. | 446 | $21.0K | 0.00% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 440 | $21.0K | 0.01% | +440 | New |
| Simplex Trading, LLC | 400 | $18.0K | 0.00% | 00.0% | Unchanged |
| Smithfield Trust Co | 375 | $17.0K | 0.00% | 00.0% | Unchanged |
| Prestige Wealth Management Group LLC | 302 | $14.0K | 0.00% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 280 | $13.0K | 0.00% | −27−8.8% | Reduced |
| Earnest Partners LLC | 277 | $13.0K | 0.00% | 00.0% | Unchanged |
| Systematic Alpha Investments, LLC | 211 | $12.0K | 0.00% | +211 | New |
| Jacobi Capital Management LLC | 239 | $11.0K | 0.00% | +1+0.4% | Added |
| Stonebridge Financial Planning Group, LLC | 200 | $11.0K | 0.01% | 00.0% | Unchanged |
| American Portfolios Advisors | 211 | $10.1K | 0.00% | +11+5.5% | Added |
| Farmers & Merchants Investments Inc | 205 | $10.0K | 0.00% | −128−38.4% | Reduced |
| Antonetti Capital Management LLC | 200 | $10.0K | 0.01% | +200 | New |
| JJJ Advisors Inc. | 180 | $9.00K | 0.00% | +12+7.1% | Added |
| Eagle Bay Advisors LLC | 175 | $9.00K | 0.01% | +81+86.2% | Added |
| Sandy Spring Bank | 166 | $8.00K | 0.00% | 00.0% | Unchanged |
| Concord Wealth Partners | 144 | $7.00K | 0.00% | −108−42.9% | Reduced |
| Gs Investments, Inc. | 150 | $7.00K | 0.00% | +150 | New |
| Avion Wealth | 134 | $6.00K | 0.00% | 00.0% | Unchanged |
| Capital Analysts, LLC | 96 | $5.00K | 0.00% | +1+1.1% | Added |
| BDO Wealth Advisors, LLC | 100 | $5.00K | 0.00% | 00.0% | Unchanged |
| Sound Income Strategies, LLC | 105 | $5.00K | 0.00% | 00.0% | Unchanged |
| Resolute Partners Group | 114 | $5.00K | 0.00% | 00.0% | Unchanged |
| TSFG, LLC | 100 | $5.00K | 0.00% | 00.0% | Unchanged |
| IFP Advisors, Inc | 81 | $5.00K | 0.00% | 00.0% | Unchanged |
| Capstone Investment Advisors, LLC | 98 | $5.00K | 0.00% | +98 | New |
| Howe & Rusling Inc | 83 | $4.00K | 0.00% | 00.0% | Unchanged |
| Glassman Wealth Services | 93 | $4.00K | 0.00% | +9+10.7% | Added |
| Lindbrook Capital, LLC | 88 | $4.00K | 0.00% | 00.0% | Unchanged |
| Brown Brothers Harriman & Co | 67 | $3.00K | 0.00% | 00.0% | Unchanged |
| Sageworth Trust Co | 70 | $3.00K | 0.00% | 00.0% | Unchanged |
| Allworth Financial LP | 63 | $3.00K | 0.00% | +1+1.6% | Added |
| Twin Lakes Capital Management, LLC | 64 | $3.00K | 0.00% | 00.0% | Unchanged |
| Fieldpoint Private Securities, LLC | 58 | $3.00K | 0.00% | +43+286.7% | Added |
| Atlas Capital Advisors LLC | 62 | $2.97K | 0.00% | 00.0% | Unchanged |
| Sutton Wealth Advisors Inc. | 53 | $2.54K | 0.00% | 00.0% | Unchanged |
| Stonebridge Capital Advisors LLC | 46 | $2.00K | 0.00% | 00.0% | Unchanged |
| Tradewinds Capital Management, LLC | 33 | $2.00K | 0.00% | 00.0% | Unchanged |
| Aspire Private Capital, LLC | 45 | $2.00K | 0.00% | – | – |
| Wolff Wiese Magana LLC | 40 | $2.00K | 0.00% | 00.0% | Unchanged |
| MV Capital Management, Inc. | 48 | $2.00K | 0.00% | +48 | New |
| Red Tortoise LLC | 47 | $2.00K | 0.00% | +47 | New |
| Anchor Investment Management, LLC | 30 | $1.45K | 0.00% | 00.0% | Unchanged |
| Wealth Quarterback LLC | 4,357 | $1.00K | 0.00% | +4,266+4,687.9% | Added |
| TCI Wealth Advisors, Inc. | 14 | $1.00K | 0.00% | 00.0% | Unchanged |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 29 | $1.00K | 0.00% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 13 | $1.00K | 0.00% | +6+85.7% | Added |
| MCF Advisors LLC | 13 | $1.00K | 0.00% | +13 | New |
| Meridian Wealth Partners, LLC | 12 | $1.00K | 0.00% | +12 | New |
| AdvisorNet Financial, Inc | 10 | $0 | 0.00% | −148−93.7% | Reduced |
| Evoke Wealth, LLC | 16 | $0 | 0.00% | 00.0% | Unchanged |
| Tarbox Family Office, Inc. | 3 | $0 | 0.00% | 00.0% | Unchanged |
| Global Retirement Partners, LLC | 5 | $0 | 0.00% | 00.0% | Unchanged |
| SOA Wealth Advisors, LLC. | 1 | $0 | 0.00% | −1−50.0% | Reduced |
| Citadel Advisors LLC | 0 | $0 | 0.00% | −154,275−100.0% | Sold out |
| Acadian Asset Management LLC | 0 | $0 | 0.00% | −137,331−100.0% | Sold out |
| Edgestream Partners, L.P. | 0 | $0 | 0.00% | −96,729−100.0% | Sold out |
| Candriam Luxembourg S.C.A. | 0 | $0 | 0.00% | −53,495−100.0% | Sold out |
| Capital Wealth Planning, LLC | 0 | $0 | 0.00% | −46,345−100.0% | Sold out |
| Teza Capital Management LLC | 0 | $0 | 0.00% | −22,738−100.0% | Sold out |
| Point72 Hong Kong Ltd | 0 | $0 | 0.00% | −22,589−100.0% | Sold out |