Cetera Investment Advisers
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Cetera Investment Advisers’s Invesco Active US Real Estate Fund PSR Stock Holding History

Cetera Investment Advisers’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 		$5.37M Buy
58,028
+6,553
+13% +$620K 0.01% 1461
2025
Q4 		$4.65M Buy
51,475
+6,384
+14% +$585K 0.01% 1507
2025
Q3 		$4.18M Buy
45,091
+25,436
+129% +$2.34M ﹤0.01% 1552
2025
Q2 		$1.79M Buy
19,655
+2,090
+12% +$189K ﹤0.01% 1918
2025
Q1 		$1.63M Buy
17,565
+3,257
+23% +$299K ﹤0.01% 1899
2024
Q4 		$1.29M Buy
14,308
+1,558
+12% +$149K ﹤0.01% 1980
2024
Q3 		$1.26M Buy
12,750
+2,579
+25% +$241K ﹤0.01% 1956
2024
Q2 		$871K Buy
10,171
+2,161
+27% +$182K ﹤0.01% 2179
2024
Q1 		$706K Buy
8,010
+3,562
+80% +$313K ﹤0.01% 2344
2023
Q4 		$407K Sell
4,448
-886
-17% -$73.2K ﹤0.01% 1601
2023
Q3 		$421K Buy
5,334
+1,548
+41% +$132K ﹤0.01% 1516
2023
Q2 		$328K Sell
3,786
-1,858
-33% -$158K ﹤0.01% 1682
2023
Q1 		$494K Buy
5,644
+11
+0.2% +$995 ﹤0.01% 1443
2022
Q4 		$491K Buy
5,633
+982
+21% +$85.6K ﹤0.01% 1386
2022
Q3 		$395K Sell
4,651
-404
-8% -$39.5K 0.01% 1107
2022
Q2 		$483K Buy
5,055
+1,596
+46% +$166K 0.01% 1117
2022
Q1 		$386K Buy
3,459
+826
+31% +$89.6K 0.01% 1341
2021
Q4 		$316K Sell
2,633
-547
-17% -$60.9K ﹤0.01% 1465
2021
Q3 		$328K Sell
3,180
-200
-6% -$21.6K 0.01% 1383
2021
Q2 		$350K Buy
3,380
+309
+10% +$31.1K 0.01% 1318
2021
Q1 		$287K Sell
3,071
-429
-12% -$38.3K 0.01% 1274
2020
Q4 		$304K Buy
+3,500
New +$296K 0.01% 1224

Other funds holding PSR

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 $281M AUM 22.97% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 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 $832M AUM 20.55% 1-Year Est. Return
BC
Brio Consultants San Francisco, California $818M AUM 13.48% 1-Year Est. Return

Cetera Investment Advisers's PSR Position: Q1 2026 in Review

Cetera Investment Advisers increased its Invesco Active US Real Estate Fund (PSR) stake by 13% in Q1 2026, buying an estimated $620K and bringing the position to 58,028 shares worth $5.37M. The position accounts for 0.01% of the portfolio, ranked #1461.

Cetera Investment Advisers first reported a position in PSR in Q4 2020 and has held it in 22 quarters since. 47 funds tracked by Wall St. Rank hold PSR as of Q1 2026.

  • Cetera Investment Advisers held 58,028 shares of Invesco Active US Real Estate Fund worth $5.37M as of Q1 2026.
  • Cetera Investment Advisers bought 6,553 Invesco Active US Real Estate Fund shares in Q1 2026, an estimated $620K.
  • Invesco Active US Real Estate Fund made up 0.01% of Cetera Investment Advisers's portfolio in Q1 2026, its #1461 holding.
  • Cetera Investment Advisers first reported a position in Invesco Active US Real Estate Fund in Q4 2020 and has held it in 22 quarters since.
  • 47 funds tracked by Wall St. Rank held Invesco Active US Real Estate Fund as of Q1 2026.

Based on Cetera Investment Advisers's 13F filing for Q1 2026, filed 13 May 2026.