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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
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

Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
MHWM
Montz Harcus Wealth Management New Orleans, Louisiana $248M AUM 19.43% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
AFA
AA Financial Advisors Columbus, Ohio $710M AUM 18.48% 1-Year Est. Return

Ameritas Investment Partners's PSR Position: Q1 2026 in Review

Ameritas Investment Partners increased its Invesco Active US Real Estate Fund (PSR) stake by 0.06% in Q1 2026, buying an estimated $284 and bringing the position to 5,071 shares worth $470K. The position accounts for 0.01% of the portfolio, ranked #858.

Ameritas Investment Partners first reported a position in PSR in Q2 2020 and has held it in 24 quarters since. The position peaked at $540K in Q3 2024. 47 funds tracked by Wall St. Rank hold PSR as of Q1 2026.

  • Ameritas Investment Partners held 5,071 shares of Invesco Active US Real Estate Fund worth $470K as of Q1 2026.
  • Ameritas Investment Partners bought 3 Invesco Active US Real Estate Fund shares in Q1 2026, an estimated $284.
  • Invesco Active US Real Estate Fund made up 0.01% of Ameritas Investment Partners's portfolio in Q1 2026, its #858 holding.
  • Ameritas Investment Partners first reported a position in Invesco Active US Real Estate Fund in Q2 2020 and has held it in 24 quarters since.
  • Ameritas Investment Partners's Invesco Active US Real Estate Fund position peaked at $540K in Q3 2024.
  • 47 funds tracked by Wall St. Rank held Invesco Active US Real Estate Fund as of Q1 2026.

Based on Ameritas Investment Partners's 13F filing for Q1 2026, filed 13 May 2026.