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Larson Financial Group’s ProShares Short Real Estate REK Stock Holding History

Larson Financial 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
Q4 		– Sell
-1,249
Closed -$20.1K – 2880
2024
Q3 		$20.1K Hold
1,249
– – ﹤0.01% 1206
2024
Q2 		$23.6K Hold
1,249
– – ﹤0.01% 1006
2024
Q1 		$23.1K Hold
1,249
– – ﹤0.01% 859
2023
Q4 		$22.8K Buy
+1,249
New +$26K ﹤0.01% 820

Other funds holding REK

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Citadel Advisors
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WAM
Worth Asset Management Dallas, Texas $313M AUM 37.93% 1-Year Est. Return
HCM
Hollencrest Capital Management Newport Beach, California $2.7B AUM 23.62% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
DP
Denver PWM Denver, Colorado $291M AUM 12.15% 1-Year Est. Return
TH
TCTC Holdings Dallas, Texas $3.51B AUM 30.71% 1-Year Est. Return
HNB
Huntington National Bank Columbus, Ohio $18.1B AUM 24.69% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Larson Financial Group's REK Position: Q4 2024 in Review

Larson Financial Group sold out of ProShares Short Real Estate (REK) in Q4 2024, closing a stake of 1,249 shares — an estimated $20.1K sold.

Larson Financial Group first reported a position in REK in Q4 2023 and held it in 4 quarters. The position peaked at $23.6K in Q2 2024. 9 funds tracked by Wall St. Rank hold REK as of Q4 2024.

  • Larson Financial Group reported no remaining ProShares Short Real Estate position as of Q4 2024 after selling out during the quarter.
  • Larson Financial Group sold 1,249 ProShares Short Real Estate shares in Q4 2024, an estimated $20.1K.
  • Larson Financial Group first reported a position in ProShares Short Real Estate in Q4 2023 and held it in 4 quarters.
  • Larson Financial Group's ProShares Short Real Estate position peaked at $23.6K in Q2 2024.
  • 9 funds tracked by Wall St. Rank held ProShares Short Real Estate as of Q4 2024.

Based on Larson Financial Group's 13F filing for Q4 2024, filed 7 Feb 2025.