Atlas Private Wealth Advisors’s Invesco Active US Real Estate Fund PSR Stock Holding History

Atlas Private Wealth 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
2023 Q4	–	Sell	-182,157	Closed	-$14.4M	–	183
2023 Q3	$14.4M	Buy	182,157 +18,517	+11%	+$1.58M	2.72%	11
2023 Q2	$14.2M	Buy	163,640 +93,090	+132%	+$7.93M	2.87%	10
2023 Q1	$6.17M	Buy	70,550 +14,086	+25%	+$1.27M	2.85%	10
2022 Q4	$4.92M	Buy	56,464 +10,591	+23%	+$923K	2.62%	10
2022 Q3	$3.89M	Buy	45,873 +6,604	+17%	+$646K	2.34%	11
2022 Q2	$3.75M	Buy	+39,269	New	+$4.08M	2.25%	11

Other funds holding PSR

MNBTD

Moody National Bank Trust Division Galveston, Texas $1.21B AUM 38.93% 1-Year Est. Return

Cambridge Associates Boston, Massachusetts $6.27B AUM 14.78% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

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

Atlas Private Wealth Advisors's PSR Position: Q4 2023 in Review

Atlas Private Wealth Advisors sold out of Invesco Active US Real Estate Fund (PSR) in Q4 2023, closing a stake of 182,157 shares — an estimated $14.4M sold.

Atlas Private Wealth Advisors first reported a position in PSR in Q2 2022 and held it in 6 quarters. The position peaked at $14.4M in Q3 2023. 57 funds tracked by Wall St. Rank hold PSR as of Q4 2023.

Atlas Private Wealth Advisors reported no remaining Invesco Active US Real Estate Fund position as of Q4 2023 after selling out during the quarter.
Atlas Private Wealth Advisors sold 182,157 Invesco Active US Real Estate Fund shares in Q4 2023, an estimated $14.4M.
Atlas Private Wealth Advisors first reported a position in Invesco Active US Real Estate Fund in Q2 2022 and held it in 6 quarters.
Atlas Private Wealth Advisors's Invesco Active US Real Estate Fund position peaked at $14.4M in Q3 2023.
57 funds tracked by Wall St. Rank held Invesco Active US Real Estate Fund as of Q4 2023.

Based on Atlas Private Wealth Advisors's 13F filing for Q4 2023, filed 10 Jan 2024.