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Brinker Capital Investments’s Invesco Active US Real Estate Fund PSR Stock Holding History

Brinker Capital Investments’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 		– Sell
-3,462
Closed -$313K – 2202
2025
Q4 		$313K Buy
+3,462
New +$317K ﹤0.01% 1789

Other funds holding PSR

Cetera Investment Advisers
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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

Brinker Capital Investments's PSR Position: Q1 2026 in Review

Brinker Capital Investments sold out of Invesco Active US Real Estate Fund (PSR) in Q1 2026, closing a stake of 3,462 shares — an estimated $313K sold.

Brinker Capital Investments first reported a position in PSR in Q4 2025 and held it in 1 quarter. The position peaked at $313K in Q4 2025. 47 funds tracked by Wall St. Rank hold PSR as of Q1 2026.

  • Brinker Capital Investments reported no remaining Invesco Active US Real Estate Fund position as of Q1 2026 after selling out during the quarter.
  • Brinker Capital Investments sold 3,462 Invesco Active US Real Estate Fund shares in Q1 2026, an estimated $313K.
  • Brinker Capital Investments first reported a position in Invesco Active US Real Estate Fund in Q4 2025 and held it in 1 quarter.
  • Brinker Capital Investments's Invesco Active US Real Estate Fund position peaked at $313K in Q4 2025.
  • 47 funds tracked by Wall St. Rank held Invesco Active US Real Estate Fund as of Q1 2026.

Based on Brinker Capital Investments's 13F filing for Q1 2026, filed 13 May 2026.