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Custom Portfolio Group’s ProShares Short Real Estate REK Stock Holding History

Custom Portfolio Group’s Portfolio REK Stock Details REK Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q2 		$27.8K Hold
1,472
– – 0.02% 133
2024
Q1 		$27.2K Hold
1,472
– – 0.02% 133
2023
Q4 		$26.8K Buy
+1,472
New +$30.7K 0.02% 128

Other funds holding REK

WAM
Worth Asset Management Dallas, Texas $313M AUM 37.93% 1-Year Est. Return
MCM
Mainstay Capital Management Grand Blanc, Michigan $1.35B AUM 46.51% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.91% 1-Year Est. Return
HCM
Hollencrest Capital Management Newport Beach, California $1.54B AUM 30.1% 1-Year Est. Return
BCV
Banque Cantonale Vaudoise Lausanne, Switzerland $722M AUM 30.45% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
CAS
Coppell Advisory Solutions Coppell, Texas $1.21B AUM 20.39% 1-Year Est. Return
Simplex Trading
Simplex Trading Chicago, Illinois $171B AUM 85% 1-Year Est. Return
LFG
Larson Financial Group St Louis, Missouri $3.81B AUM 32.31% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Custom Portfolio Group's REK Position: Q2 2024 in Review

Custom Portfolio Group held its ProShares Short Real Estate (REK) position steady in Q2 2024 at 1,472 shares worth $27.8K. The position accounts for 0.02% of the portfolio, ranked #133.

Custom Portfolio Group first reported a position in REK in Q4 2023 and has held it in 3 quarters since. 17 funds tracked by Wall St. Rank hold REK as of Q2 2024.

  • Custom Portfolio Group held 1,472 shares of ProShares Short Real Estate worth $27.8K as of Q2 2024.
  • Custom Portfolio Group left its ProShares Short Real Estate share count unchanged in Q2 2024.
  • ProShares Short Real Estate made up 0.02% of Custom Portfolio Group's portfolio in Q2 2024, its #133 holding.
  • Custom Portfolio Group first reported a position in ProShares Short Real Estate in Q4 2023 and has held it in 3 quarters since.
  • 17 funds tracked by Wall St. Rank held ProShares Short Real Estate as of Q2 2024.

Based on Custom Portfolio Group's 13F filing for Q2 2024, filed 27 Aug 2024.