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Anchor Investment Management’s Invesco Active US Real Estate Fund PSR Stock Holding History

Anchor Investment Management’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
2023
Q4 		– Sell
-150
Closed -$11.8K – 981
2023
Q3 		$11.8K Hold
150
– – ﹤0.01% 722
2023
Q2 		$13K Hold
150
– – ﹤0.01% 697
2023
Q1 		$13.1K Hold
150
– – ﹤0.01% 703
2022
Q4 		$13.1K Hold
150
– – ﹤0.01% 687
2022
Q3 		$12.7K Hold
150
– – ﹤0.01% 687
2022
Q2 		$14.3K Hold
150
– – ﹤0.01% 691
2022
Q1 		$16.8K Buy
+150
New +$16.3K ﹤0.01% 691

Other funds holding PSR

MNBTD
Moody National Bank Trust Division Galveston, Texas $1.21B AUM 38.93% 1-Year Est. Return
CA
Cambridge Associates Boston, Massachusetts $6.27B AUM 14.78% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
SPIA
Steward Partners Investment Advisory New York $19.6B AUM 22.89% 1-Year Est. Return
IUHSA
Itau Unibanco Holding S.A. Sao Paulo, Brazil $4.31B AUM 46.57% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.3B AUM 22.13% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Anchor Investment Management's PSR Position: Q4 2023 in Review

Anchor Investment Management sold out of Invesco Active US Real Estate Fund (PSR) in Q4 2023, closing a stake of 150 shares — an estimated $11.8K sold.

Anchor Investment Management first reported a position in PSR in Q1 2022 and held it in 7 quarters. The position peaked at $16.8K in Q1 2022. 57 funds tracked by Wall St. Rank hold PSR as of Q4 2023.

  • Anchor Investment Management reported no remaining Invesco Active US Real Estate Fund position as of Q4 2023 after selling out during the quarter.
  • Anchor Investment Management sold 150 Invesco Active US Real Estate Fund shares in Q4 2023, an estimated $11.8K.
  • Anchor Investment Management first reported a position in Invesco Active US Real Estate Fund in Q1 2022 and held it in 7 quarters.
  • Anchor Investment Management's Invesco Active US Real Estate Fund position peaked at $16.8K in Q1 2022.
  • 57 funds tracked by Wall St. Rank held Invesco Active US Real Estate Fund as of Q4 2023.

Based on Anchor Investment Management's 13F filing for Q4 2023, filed 2 Jan 2024.