Bank of America’s ProShares Ultra Real Estate URE Stock Holding History

Bank of America’s Portfolio URE Stock Details URE Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2014 Q2	–	Sell	-600	Closed	-$24K	–	8219
2014 Q1	$24K	Buy	+600	New	+$22.5K	﹤0.01%	6824
2013 Q4	–	Sell	-1,600	Closed	-$55K	–	8148
2013 Q3	$55K	Sell	1,600 -600	-27%	-$21.5K	﹤0.01%	6372
2013 Q2	$82K	Buy	+2,200	New	+$91.8K	﹤0.01%	6269

Other funds holding URE

Corient Private Wealth Miami, Florida $72.2B AUM 27.85% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return

Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return

Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

TFA

Toth Financial Advisory Leesburg, Virginia $1.02B AUM 28.36% 1-Year Est. Return

TRCT

Tower Research Capital (TRC) New York $4.08B AUM 58.77% 1-Year Est. Return

WANY

Wealthspire Advisors (New York) New York $18.2B AUM 21.48% 1-Year Est. Return

SWM

Spire Wealth Management Mclean, Virginia $3.31B AUM 38.78% 1-Year Est. Return

JEST

JTC Employer Solutions Trustee St Helier, Jersey $1.25B AUM 41.83% 1-Year Est. Return

Simplex Trading Chicago, Illinois $171B AUM 85% 1-Year Est. Return

Bank of America's URE Position: Q3 2025 in Review

Bank of America sold out of ProShares Ultra Real Estate (URE) in Q3 2025, closing a stake of 166 shares — an estimated $10.5K sold.

Bank of America first reported a position in URE in Q2 2013 and held it in 18 quarters. The position peaked at $736K in Q2 2013. 13 funds tracked by Wall St. Rank hold URE as of Q3 2025.

Bank of America reported no remaining ProShares Ultra Real Estate position as of Q3 2025 after selling out during the quarter.
Bank of America sold 166 ProShares Ultra Real Estate shares in Q3 2025, an estimated $10.5K.
Bank of America first reported a position in ProShares Ultra Real Estate in Q2 2013 and held it in 18 quarters.
Bank of America's ProShares Ultra Real Estate position peaked at $736K in Q2 2013.
13 funds tracked by Wall St. Rank held ProShares Ultra Real Estate as of Q3 2025.

Based on Bank of America's 13F filing for Q3 2025, filed 14 Nov 2025.