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1620 Investment Advisors’s Invesco Active US Real Estate Fund PSR Stock Holding History

1620 Investment Advisors’s Portfolio PSR Stock Details PSR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q4 		– Sell
-13
Closed -$1.3K – 743
2024
Q3 		$1.3K Hold
13
– – ﹤0.01% 597
2024
Q2 		$1.13K Buy
+13
New +$1.09K ﹤0.01% 568

Other funds holding PSR

Koshinski Asset Management
Koshinski Asset Management Decatur, Illinois $1.6B AUM 20.7% 1-Year Est. Return
IUHSA
Itau Unibanco Holding S.A. Sao Paulo, Brazil $4.31B AUM 46.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
MFG
Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
AAS
Avantax Advisory Services Dallas, Texas $18.2B AUM 15.06% 1-Year Est. Return
AFA
AA Financial Advisors Columbus, Ohio $710M AUM 18.48% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

1620 Investment Advisors's PSR Position: Q4 2024 in Review

1620 Investment Advisors sold out of Invesco Active US Real Estate Fund (PSR) in Q4 2024, closing a stake of 13 shares — an estimated $1.3K sold.

1620 Investment Advisors first reported a position in PSR in Q2 2024 and held it in 2 quarters. The position peaked at $1.3K in Q3 2024. 52 funds tracked by Wall St. Rank hold PSR as of Q4 2024.

  • 1620 Investment Advisors reported no remaining Invesco Active US Real Estate Fund position as of Q4 2024 after selling out during the quarter.
  • 1620 Investment Advisors sold 13 Invesco Active US Real Estate Fund shares in Q4 2024, an estimated $1.3K.
  • 1620 Investment Advisors first reported a position in Invesco Active US Real Estate Fund in Q2 2024 and held it in 2 quarters.
  • 1620 Investment Advisors's Invesco Active US Real Estate Fund position peaked at $1.3K in Q3 2024.
  • 52 funds tracked by Wall St. Rank held Invesco Active US Real Estate Fund as of Q4 2024.

Based on 1620 Investment Advisors's 13F filing for Q4 2024, filed 11 Feb 2025.