Belpointe Asset Management
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Belpointe Asset Management’s ProShares Ultra Real Estate URE Stock Holding History

Belpointe Asset Management’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
2023
Q2 		– Sell
-727
Closed -$41.8K – 3237
2023
Q1 		$41.8K Sell
727
-62
-8% -$3.83K ﹤0.01% 1812
2022
Q4 		$45.6K Buy
+789
New +$45.9K ﹤0.01% 1665
2022
Q3 		– Sell
-2,157
Closed -$154K – 1237
2022
Q2 		$154K Buy
2,157
+86
+4% +$7.29K 0.01% 933
2022
Q1 		$207K Buy
+2,071
New +$198K 0.01% 893

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Tower Research Capital (TRC)
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Toth Financial Advisory
Toth Financial Advisory Leesburg, Virginia $1B AUM 19.18% 1-Year Est. Return
Snowden Capital Advisors
Snowden Capital Advisors New York $4.23B AUM 29.95% 1-Year Est. Return
Spire Wealth Management
Spire Wealth Management Mclean, Virginia $3.27B AUM 30.11% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
JTC Employer Solutions Trustee
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Simplex Trading
Simplex Trading Chicago, Illinois $184B AUM 51.71% 1-Year Est. Return
Citigroup
Citigroup New York $308B AUM 40.94% 1-Year Est. Return

Belpointe Asset Management's URE Position: Q2 2023 in Review

Belpointe Asset Management sold out of ProShares Ultra Real Estate (URE) in Q2 2023, closing a stake of 727 shares — an estimated $41.8K sold.

Belpointe Asset Management first reported a position in URE in Q1 2022 and held it in 4 quarters. The position peaked at $207K in Q1 2022. 15 funds tracked by Wall St. Rank hold URE as of Q2 2023.

  • Belpointe Asset Management reported no remaining ProShares Ultra Real Estate position as of Q2 2023 after selling out during the quarter.
  • Belpointe Asset Management sold 727 ProShares Ultra Real Estate shares in Q2 2023, an estimated $41.8K.
  • Belpointe Asset Management first reported a position in ProShares Ultra Real Estate in Q1 2022 and held it in 4 quarters.
  • Belpointe Asset Management's ProShares Ultra Real Estate position peaked at $207K in Q1 2022.
  • 15 funds tracked by Wall St. Rank held ProShares Ultra Real Estate as of Q2 2023.

Based on Belpointe Asset Management's 13F filing for Q2 2023, filed 15 Aug 2023.