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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

Other funds holding URE

Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
IWA
Intercontinental Wealth Advisors San Antonio, Texas $419M AUM 22.15% 1-Year Est. Return
TRCT
Tower Research Capital (TRC) New York $3.85B AUM 32.11% 1-Year Est. Return
TFA
Toth Financial Advisory Leesburg, Virginia $1.02B AUM 28.36% 1-Year Est. Return
SCA
Snowden Capital Advisors New York $3.76B AUM 23.4% 1-Year Est. Return
SWM
Spire Wealth Management Mclean, Virginia $3.31B AUM 38.78% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
JEST
JTC Employer Solutions Trustee St Helier, Jersey $1.2B AUM 37.55% 1-Year Est. Return
Simplex Trading
Simplex Trading Chicago, Illinois $149B AUM 62.07% 1-Year Est. Return
Citigroup
Citigroup New York $235B AUM 32.99% 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.