AIP
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Ameritas Investment Partners’s Invesco Active US Real Estate Fund PSR Stock Holding History

Ameritas Investment Partners’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
2026
Q2 		$520K Sell
5,066
-5
-0.1% -$505 0.01% 891
2026
Q1 		$470K Buy
5,071
+3
+0.1% +$284 0.01% 858
2025
Q4 		$458K Buy
5,068
+21
+0.4% +$1.92K 0.01% 852
2025
Q3 		$468K Buy
5,047
+20
+0.4% +$1.84K 0.01% 843
2025
Q2 		$459K Sell
5,027
-59
-1% -$5.35K 0.01% 873
2025
Q1 		$471K Sell
5,086
-411
-7% -$37.7K 0.02% 840
2024
Q4 		$496K Buy
5,497
+16
+0.3% +$1.53K 0.02% 845
2024
Q3 		$540K Sell
5,481
-122
-2% -$11.4K 0.02% 811
2024
Q2 		$480K Buy
5,603
+28
+0.5% +$2.35K 0.02% 814
2024
Q1 		$491K Buy
5,575
+26
+0.5% +$2.28K 0.02% 825
2023
Q4 		$508K Buy
5,549
+45
+0.8% +$3.72K 0.02% 799
2023
Q3 		$435K Sell
5,504
-69
-1% -$5.9K 0.02% 815
2023
Q2 		$483K Buy
5,573
+310
+6% +$26.4K 0.02% 774
2023
Q1 		$460K Sell
5,263
-55
-1% -$4.98K 0.02% 782
2022
Q4 		$463K Buy
5,318
+4,777
+883% +$416K 0.02% 802
2022
Q3 		$45K Buy
541
+216
+66% +$21.1K ﹤0.01% 2059
2022
Q2 		$31K Buy
325
+120
+59% +$12.5K ﹤0.01% 2292
2022
Q1 		$22K Sell
205
-240
-54% -$26K ﹤0.01% 2523
2021
Q4 		$53K Hold
445
– – ﹤0.01% 2098
2021
Q3 		$45K Hold
445
– – ﹤0.01% 2235
2021
Q2 		$46K Hold
445
– – ﹤0.01% 2247
2021
Q1 		$41K Hold
445
– – ﹤0.01% 2205
2020
Q4 		$38K Hold
445
– – ﹤0.01% 2144
2020
Q3 		$36K Hold
445
– – ﹤0.01% 2037
2020
Q2 		$35K Buy
+445
New +$34.6K ﹤0.01% 2045

Other funds holding PSR

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
MHWM
Montz Harcus Wealth Management New Orleans, Louisiana $285M AUM 16.11% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
AFA
AA Financial Advisors Columbus, Ohio $832M AUM 20.55% 1-Year Est. Return
BC
Brio Consultants San Francisco, California $853M AUM 15.61% 1-Year Est. Return

Ameritas Investment Partners's PSR Position: Q2 2026 in Review

Ameritas Investment Partners reduced its Invesco Active US Real Estate Fund (PSR) stake by 0.1% in Q2 2026, selling an estimated $505 and leaving 5,066 shares worth $520K. The position accounts for 0.01% of the portfolio, ranked #891.

Ameritas Investment Partners first reported a position in PSR in Q2 2020 and has held it in 25 quarters since. The position peaked at $540K in Q3 2024. 43 funds tracked by Wall St. Rank hold PSR as of Q2 2026.

  • Ameritas Investment Partners held 5,066 shares of Invesco Active US Real Estate Fund worth $520K as of Q2 2026.
  • Ameritas Investment Partners sold 5 Invesco Active US Real Estate Fund shares in Q2 2026, an estimated $505.
  • Invesco Active US Real Estate Fund made up 0.01% of Ameritas Investment Partners's portfolio in Q2 2026, its #891 holding.
  • Ameritas Investment Partners first reported a position in Invesco Active US Real Estate Fund in Q2 2020 and has held it in 25 quarters since.
  • Ameritas Investment Partners's Invesco Active US Real Estate Fund position peaked at $540K in Q3 2024.
  • 43 funds tracked by Wall St. Rank held Invesco Active US Real Estate Fund as of Q2 2026.

Based on Ameritas Investment Partners's 13F filing for Q2 2026, filed 13 Aug 2026.