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Cambridge Associates’s Invesco Active US Real Estate Fund PSR Stock Holding History

Cambridge Associates’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
2024
Q2 		– Sell
-19,685
Closed -$1.74M – 53
2024
Q1 		$1.74M Sell
19,685
-68,276
-78% -$5.99M 0.09% 44
2023
Q4 		$8.05M Buy
+87,961
New +$7.27M 0.48% 26

Other funds holding PSR

LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Koshinski Asset Management
Koshinski Asset Management Decatur, Illinois $1.6B AUM 20.7% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
AAS
Avantax Advisory Services Dallas, Texas $18.2B AUM 15.06% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $26.4B AUM 21.05% 1-Year Est. Return
AFA
AA Financial Advisors Columbus, Ohio $710M AUM 18.48% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
TRCT
Tower Research Capital (TRC) New York $3.85B AUM 32.11% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Cambridge Associates's PSR Position: Q2 2024 in Review

Cambridge Associates sold out of Invesco Active US Real Estate Fund (PSR) in Q2 2024, closing a stake of 19,685 shares — an estimated $1.74M sold.

Cambridge Associates first reported a position in PSR in Q4 2023 and held it in 2 quarters. The position peaked at $8.05M in Q4 2023. 53 funds tracked by Wall St. Rank hold PSR as of Q2 2024.

  • Cambridge Associates reported no remaining Invesco Active US Real Estate Fund position as of Q2 2024 after selling out during the quarter.
  • Cambridge Associates sold 19,685 Invesco Active US Real Estate Fund shares in Q2 2024, an estimated $1.74M.
  • Cambridge Associates first reported a position in Invesco Active US Real Estate Fund in Q4 2023 and held it in 2 quarters.
  • Cambridge Associates's Invesco Active US Real Estate Fund position peaked at $8.05M in Q4 2023.
  • 53 funds tracked by Wall St. Rank held Invesco Active US Real Estate Fund as of Q2 2024.

Based on Cambridge Associates's 13F filing for Q2 2024, filed 14 Aug 2024.