Cambridge Investment Research Advisors
PSR icon

Cambridge Investment Research Advisors’s Invesco Active US Real Estate Fund PSR Stock Holding History

Cambridge Investment Research 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
2026
Q1 		$300K Sell
3,235
-139
-4% -$13.2K ﹤0.01% 3290
2025
Q4 		$305K Sell
3,374
-15
-0.4% -$1.37K ﹤0.01% 3188
2025
Q3 		$314K Sell
3,389
-152
-4% -$14K ﹤0.01% 3073
2025
Q2 		$323K Buy
3,541
+80
+2% +$7.25K ﹤0.01% 2918
2025
Q1 		$320K Sell
3,461
-460
-12% -$42.2K ﹤0.01% 2806
2024
Q4 		$354K Sell
3,921
-187
-5% -$17.9K ﹤0.01% 2709
2024
Q3 		$405K Sell
4,108
-164
-4% -$15.3K ﹤0.01% 2580
2024
Q2 		$366K Sell
4,272
-77
-2% -$6.47K ﹤0.01% 2553
2024
Q1 		$383K Sell
4,349
-5,201
-54% -$457K ﹤0.01% 2510
2023
Q4 		$874K Sell
9,550
-108
-1% -$8.92K ﹤0.01% 1736
2023
Q3 		$763K Sell
9,658
-2,696
-22% -$230K ﹤0.01% 1749
2023
Q2 		$1.07M Buy
12,354
+536
+5% +$45.6K ﹤0.01% 1565
2023
Q1 		$1.03M Buy
11,818
+280
+2% +$25.3K 0.01% 1554
2022
Q4 		$1M Buy
11,538
+784
+7% +$68.3K 0.01% 1513
2022
Q3 		$913K Buy
10,754
+164
+2% +$16.1K 0.01% 1541
2022
Q2 		$1.01M Sell
10,590
-747
-7% -$77.6K 0.01% 1477
2022
Q1 		$1.27M Buy
11,337
+798
+8% +$86.6K 0.01% 1414
2021
Q4 		$1.27M Buy
10,539
+890
+9% +$99.1K 0.01% 1428
2021
Q3 		$995K Buy
9,649
+210
+2% +$22.7K ﹤0.01% 1523
2021
Q2 		$977K Sell
9,439
-2,422
-20% -$244K ﹤0.01% 1552
2021
Q1 		$1.11M Buy
11,861
+2,685
+29% +$240K 0.01% 1367
2020
Q4 		$797K Buy
9,176
+216
+2% +$18.3K ﹤0.01% 1463
2020
Q3 		$726K Sell
8,960
-5,227
-37% -$430K ﹤0.01% 1372
2020
Q2 		$1.14M Buy
14,187
+716
+5% +$55.7K 0.01% 1046
2020
Q1 		$967K Buy
13,471
+2,566
+24% +$233K 0.01% 993
2019
Q4 		$1.04M Sell
10,905
-8,756
-45% -$836K 0.01% 1123
2019
Q3 		$1.88M Sell
19,661
-12,496
-39% -$1.17M 0.02% 779
2019
Q2 		$2.89M Buy
32,157
+25,546
+386% +$2.3M 0.03% 585
2019
Q1 		$589K Buy
6,611
+1,327
+25% +$111K 0.01% 1378
2018
Q4 		$403K Buy
5,284
+1,303
+33% +$104K ﹤0.01% 1442
2018
Q3 		$323K Buy
+3,981
New +$329K ﹤0.01% 1747

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

Cambridge Investment Research Advisors's PSR Position: Q1 2026 in Review

Cambridge Investment Research Advisors reduced its Invesco Active US Real Estate Fund (PSR) stake by 4.1% in Q1 2026, selling an estimated $13.2K and leaving 3,235 shares worth $300K. The position accounts for ﹤0.01% of the portfolio, ranked #3290.

Cambridge Investment Research Advisors first reported a position in PSR in Q3 2018 and has held it in 31 quarters since. The position peaked at $2.89M in Q2 2019. 47 funds tracked by Wall St. Rank hold PSR as of Q1 2026.

  • Cambridge Investment Research Advisors held 3,235 shares of Invesco Active US Real Estate Fund worth $300K as of Q1 2026.
  • Cambridge Investment Research Advisors sold 139 Invesco Active US Real Estate Fund shares in Q1 2026, an estimated $13.2K.
  • Invesco Active US Real Estate Fund made up ﹤0.01% of Cambridge Investment Research Advisors's portfolio in Q1 2026, its #3290 holding.
  • Cambridge Investment Research Advisors first reported a position in Invesco Active US Real Estate Fund in Q3 2018 and has held it in 31 quarters since.
  • Cambridge Investment Research Advisors's Invesco Active US Real Estate Fund position peaked at $2.89M in Q2 2019.
  • 47 funds tracked by Wall St. Rank held Invesco Active US Real Estate Fund as of Q1 2026.

Based on Cambridge Investment Research Advisors's 13F filing for Q1 2026, filed 30 Apr 2026.