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Brio Consultants’s Invesco Active US Real Estate Fund PSR Stock Holding History

Brio Consultants’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 		$692K Sell
6,848
-151
-2% -$14.3K 0.08% 90
2025
Q4 		$632K Buy
6,999
+1,497
+27% +$137K 0.08% 89
2025
Q3 		$510K Buy
5,502
+148
+3% +$13.6K 0.07% 92
2025
Q2 		$489K Buy
+5,354
New +$485K 0.07% 92
2022
Q4 		– Sell
-3,028
Closed -$248K – 93
2022
Q3 		$248K Sell
3,028
-832
-22% -$81.4K 0.05% 86
2022
Q2 		$369K Sell
3,860
-95,232
-96% -$9.9M 0.08% 65
2022
Q1 		$11.1M Buy
99,092
+4,076
+4% +$442K 2.36% 14
2021
Q4 		$11.4M Buy
95,016
+1,913
+2% +$213K 2.68% 12
2021
Q3 		$9.6M Buy
93,103
+3,807
+4% +$411K 2.33% 13
2021
Q2 		$9.24M Buy
89,296
+1,435
+2% +$144K 2.36% 14
2021
Q1 		$8.22M Buy
87,861
+4,100
+5% +$366K 2.42% 14
2020
Q4 		$7.28M Sell
83,761
-1,012
-1% -$85.6K 2.35% 15
2020
Q3 		$6.87M Buy
84,773
+2,268
+3% +$187K 2.08% 16
2020
Q2 		$6.65M Buy
82,505
+14,709
+22% +$1.14M 2.22% 14
2020
Q1 		$4.87M Buy
67,796
+277
+0.4% +$25.1K 1.94% 17
2019
Q4 		$6.47M Buy
67,519
+3,109
+5% +$297K 2.17% 14
2019
Q3 		$6.17M Buy
64,410
+1,673
+3% +$156K 2.31% 14
2019
Q2 		$5.63M Buy
62,737
+1,040
+2% +$93.5K 2.26% 15
2019
Q1 		$5.5M Buy
61,697
+7,383
+14% +$620K 2.44% 13
2018
Q4 		$4.15M Buy
+54,314
New +$4.35M 2.13% 13

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

Brio Consultants's PSR Position: Q1 2026 in Review

Brio Consultants reduced its Invesco Active US Real Estate Fund (PSR) stake by 2.2% in Q1 2026, selling an estimated $14.3K and leaving 6,848 shares worth $692K. The position accounts for 0.08% of the portfolio, ranked #90.

Brio Consultants first reported a position in PSR in Q4 2018 and has held it in 20 quarters since. The position peaked at $11.4M in Q4 2021. 47 funds tracked by Wall St. Rank hold PSR as of Q1 2026.

  • Brio Consultants held 6,848 shares of Invesco Active US Real Estate Fund worth $692K as of Q1 2026.
  • Brio Consultants sold 151 Invesco Active US Real Estate Fund shares in Q1 2026, an estimated $14.3K.
  • Invesco Active US Real Estate Fund made up 0.08% of Brio Consultants's portfolio in Q1 2026, its #90 holding.
  • Brio Consultants first reported a position in Invesco Active US Real Estate Fund in Q4 2018 and has held it in 20 quarters since.
  • Brio Consultants's Invesco Active US Real Estate Fund position peaked at $11.4M in Q4 2021.
  • 47 funds tracked by Wall St. Rank held Invesco Active US Real Estate Fund as of Q1 2026.

Based on Brio Consultants's 13F filing for Q1 2026, filed 6 May 2026.