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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
Q2 		$715K Buy
6,969
+121
+2% +$12.2K 0.08% 93
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

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
MHWM
Montz Harcus Wealth Management New Orleans, Louisiana $281M AUM 22.97% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
AFA
AA Financial Advisors Columbus, Ohio $832M AUM 20.55% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return

Brio Consultants's PSR Position: Q2 2026 in Review

Brio Consultants increased its Invesco Active US Real Estate Fund (PSR) stake by 1.8% in Q2 2026, buying an estimated $12.2K and bringing the position to 6,969 shares worth $715K. The position accounts for 0.08% of the portfolio, ranked #93.

Brio Consultants first reported a position in PSR in Q4 2018 and has held it in 21 quarters since. The position peaked at $11.4M in Q4 2021. 44 funds tracked by Wall St. Rank hold PSR as of Q2 2026.

  • Brio Consultants held 6,969 shares of Invesco Active US Real Estate Fund worth $715K as of Q2 2026.
  • Brio Consultants bought 121 Invesco Active US Real Estate Fund shares in Q2 2026, an estimated $12.2K.
  • Invesco Active US Real Estate Fund made up 0.08% of Brio Consultants's portfolio in Q2 2026, its #93 holding.
  • Brio Consultants first reported a position in Invesco Active US Real Estate Fund in Q4 2018 and has held it in 21 quarters since.
  • Brio Consultants's Invesco Active US Real Estate Fund position peaked at $11.4M in Q4 2021.
  • 44 funds tracked by Wall St. Rank held Invesco Active US Real Estate Fund as of Q2 2026.

Based on Brio Consultants's 13F filing for Q2 2026, filed 12 Aug 2026.