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Central Trust Company’s Invesco Active US Real Estate Fund PSR Stock Holding History

Central Trust Company’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 		$47.1K Sell
459
-36
-7% -$3.63K ﹤0.01% 894
2026
Q1 		$45.8K Sell
495
-72
-13% -$6.81K ﹤0.01% 859
2025
Q4 		$51.2K Hold
567
– – ﹤0.01% 812
2025
Q3 		$52.5K Sell
567
-695
-55% -$63.9K ﹤0.01% 805
2025
Q2 		$115K Sell
1,262
-434
-26% -$39.3K ﹤0.01% 654
2025
Q1 		$157K Sell
1,696
-898
-35% -$82.4K ﹤0.01% 603
2024
Q4 		$234K Sell
2,594
-193
-7% -$18.4K 0.01% 534
2024
Q3 		$275K Sell
2,787
-958
-26% -$89.4K 0.01% 502
2024
Q2 		$321K Sell
3,745
-8,811
-70% -$741K 0.01% 474
2024
Q1 		$1.11M Buy
12,556
+577
+5% +$50.7K 0.03% 310
2023
Q4 		$1.1M Sell
11,979
-436
-4% -$36K 0.03% 307
2023
Q3 		$981K Sell
12,415
-530
-4% -$45.3K 0.03% 319
2023
Q2 		$1.12M Sell
12,945
-4,241
-25% -$361K 0.03% 295
2023
Q1 		$1.5M Buy
17,186
+1,869
+12% +$169K 0.04% 255
2022
Q4 		$1.33M Buy
15,317
+2,593
+20% +$226K 0.04% 258
2022
Q3 		$1.08M Buy
12,724
+2,666
+27% +$261K 0.04% 275
2022
Q2 		$960K Buy
10,058
+2,075
+26% +$216K 0.03% 300
2022
Q1 		$892K Buy
7,983
+3,112
+64% +$338K 0.03% 328
2021
Q4 		$585K Buy
4,871
+1,465
+43% +$163K 0.02% 408
2021
Q3 		$351K Buy
+3,406
New +$367K 0.01% 466

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
BC
Brio Consultants San Francisco, California $853M AUM 15.61% 1-Year Est. Return

Central Trust Company's PSR Position: Q2 2026 in Review

Central Trust Company reduced its Invesco Active US Real Estate Fund (PSR) stake by 7.3% in Q2 2026, selling an estimated $3.63K and leaving 459 shares worth $47.1K. The position accounts for ﹤0.01% of the portfolio, ranked #894.

Central Trust Company first reported a position in PSR in Q3 2021 and has held it in 20 quarters since. The position peaked at $1.5M in Q1 2023. 44 funds tracked by Wall St. Rank hold PSR as of Q2 2026.

  • Central Trust Company held 459 shares of Invesco Active US Real Estate Fund worth $47.1K as of Q2 2026.
  • Central Trust Company sold 36 Invesco Active US Real Estate Fund shares in Q2 2026, an estimated $3.63K.
  • Invesco Active US Real Estate Fund made up ﹤0.01% of Central Trust Company's portfolio in Q2 2026, its #894 holding.
  • Central Trust Company first reported a position in Invesco Active US Real Estate Fund in Q3 2021 and has held it in 20 quarters since.
  • Central Trust Company's Invesco Active US Real Estate Fund position peaked at $1.5M in Q1 2023.
  • 44 funds tracked by Wall St. Rank held Invesco Active US Real Estate Fund as of Q2 2026.

Based on Central Trust Company's 13F filing for Q2 2026, filed 31 Jul 2026.