Wealthspire Advisors (New York)’s ProShares Ultra Real Estate URE Stock Holding History

Wealthspire Advisors (New York)’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 Q4	–	Sell	-1,694	Closed	-$109K	–	2797
2025 Q3	$109K	Buy	+1,694	New	+$108K	﹤0.01%	987
2022 Q2	–	Sell	-2,324	Closed	-$233K	–	524
2022 Q1	$233K	Sell	2,324 -317	-12%	-$30.2K	0.01%	388
2021 Q4	$307K	Sell	2,641 -1,004	-28%	-$103K	0.01%	414
2021 Q3	$327K	Sell	3,645 -1,040	-22%	-$99.9K	0.01%	449
2021 Q2	$414K	Hold	4,685	–	–	0.01%	247
2021 Q1	$334K	Hold	4,685	–	–	0.01%	519
2020 Q4	$291K	Buy	+4,685	New	+$276K	0.01%	446
2020 Q2	–	Sell	-7,884	Closed	-$343K	–	515
2020 Q1	$343K	Buy	+7,884	New	+$622K	0.01%	354

Other funds holding URE

Mirae Asset Global ETFs Holdings Causeway Bay, Hong Kong $73.7B AUM 53.56% 1-Year Est. Return

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

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

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

TFA

Toth Financial Advisory Leesburg, Virginia $1.02B AUM 28.36% 1-Year Est. Return

KAS

Kestra Advisory Services Austin, Texas $26.4B AUM 21.05% 1-Year Est. Return

SWM

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

JEST

JTC Employer Solutions Trustee St Helier, Jersey $1.2B AUM 37.55% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Wealthspire Advisors (New York)'s URE Position: Q4 2025 in Review

Wealthspire Advisors (New York) sold out of ProShares Ultra Real Estate (URE) in Q4 2025, closing a stake of 1,694 shares — an estimated $109K sold.

Wealthspire Advisors (New York) first reported a position in URE in Q1 2020 and held it in 8 quarters. The position peaked at $414K in Q2 2021. 13 funds tracked by Wall St. Rank hold URE as of Q4 2025.

Wealthspire Advisors (New York) reported no remaining ProShares Ultra Real Estate position as of Q4 2025 after selling out during the quarter.
Wealthspire Advisors (New York) sold 1,694 ProShares Ultra Real Estate shares in Q4 2025, an estimated $109K.
Wealthspire Advisors (New York) first reported a position in ProShares Ultra Real Estate in Q1 2020 and held it in 8 quarters.
Wealthspire Advisors (New York)'s ProShares Ultra Real Estate position peaked at $414K in Q2 2021.
13 funds tracked by Wall St. Rank held ProShares Ultra Real Estate as of Q4 2025.

Based on Wealthspire Advisors (New York)'s 13F filing for Q4 2025, filed 13 Feb 2026.