Fidelity Investments’s ProShares Ultra Real Estate URE Stock Holding History

Fidelity Investments’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
2025 Q1	–	Sell	-1	Closed	-$63	–	5692
2024 Q4	$63	Buy	+1	New	+$71	﹤0.01%	5156
2024 Q1	–	Sell	-2	Closed	-$127	–	5728
2023 Q4	$127	Buy	+2	New	+$103	﹤0.01%	4919
2023 Q3	–	Sell	-1	Closed	-$58	–	5529
2023 Q2	$58	Buy	+1	New	+$56	﹤0.01%	5005
2021 Q4	–	Sell	-2	Closed	–	–	4949
2021 Q3	$0	Buy	2 +1	+100%	+$96	﹤0.01%	5056
2021 Q2	$0	Buy	+1	New	+$83	﹤0.01%	4899
2018 Q4	–	Sell	-3	Closed	–	–	4185
2018 Q3	$0	Buy	+3	New	+$201	﹤0.01%	3808

Other funds holding URE

Corient Private Wealth Miami, Florida $69.9B AUM 22.19% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

Belvedere Trading Chicago, Illinois $87.6B AUM 131.08% 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 $3.85B AUM 32.11% 1-Year Est. Return

SWM

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

Simplex Trading Chicago, Illinois $149B AUM 62.07% 1-Year Est. Return

Clearstead Advisors Cleveland, Ohio $10.6B AUM 24.87% 1-Year Est. Return

JEST

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

Fidelity Investments's URE Position: Q1 2025 in Review

Fidelity Investments sold out of ProShares Ultra Real Estate (URE) in Q1 2025, closing a stake of 1 share — an estimated $63 sold.

Fidelity Investments first reported a position in URE in Q3 2018 and held it in 6 quarters. The position peaked at $127 in Q4 2023. 14 funds tracked by Wall St. Rank hold URE as of Q1 2025.

Fidelity Investments reported no remaining ProShares Ultra Real Estate position as of Q1 2025 after selling out during the quarter.
Fidelity Investments sold 1 ProShares Ultra Real Estate share in Q1 2025, an estimated $63.
Fidelity Investments first reported a position in ProShares Ultra Real Estate in Q3 2018 and held it in 6 quarters.
Fidelity Investments's ProShares Ultra Real Estate position peaked at $127 in Q4 2023.
14 funds tracked by Wall St. Rank held ProShares Ultra Real Estate as of Q1 2025.

Based on Fidelity Investments's 13F filing for Q1 2025, filed 12 May 2025.