Citadel Advisors
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Citadel Advisors’s Invesco Active US Real Estate Fund PSR Stock Holding History

Citadel 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 		$588K Buy
+6,352
New +$601K ﹤0.01% 8907
2025
Q4 		– Sell
-3,354
Closed -$311K – 13783
2025
Q3 		$311K Sell
3,354
-3,663
-52% -$337K ﹤0.01% 10286
2025
Q2 		$641K Buy
7,017
+3,796
+118% +$344K ﹤0.01% 8040
2025
Q1 		$298K Buy
+3,221
New +$296K ﹤0.01% 9612
2024
Q3 		– Sell
-8,455
Closed -$724K – 15022
2024
Q2 		$724K Sell
8,455
-573
-6% -$48.2K ﹤0.01% 7295
2024
Q1 		$796K Sell
9,028
-3,124
-26% -$274K ﹤0.01% 7407
2023
Q4 		$1.11M Buy
12,152
+880
+8% +$72.7K ﹤0.01% 6465
2023
Q3 		$891K Sell
11,272
-5,087
-31% -$435K ﹤0.01% 6824
2023
Q2 		$1.42M Buy
16,359
+9,676
+145% +$824K ﹤0.01% 5778
2023
Q1 		$585K Buy
+6,683
New +$605K ﹤0.01% 7997
2022
Q4 		– Sell
-5,250
Closed -$446K – 15330
2022
Q3 		$446K Buy
5,250
+196
+4% +$19.2K ﹤0.01% 8716
2022
Q2 		$483K Buy
+5,054
New +$525K ﹤0.01% 8737
2022
Q1 		– Sell
-8,568
Closed -$1.03M – 14376
2021
Q4 		$1.03M Buy
8,568
+1,174
+16% +$131K ﹤0.01% 7888
2021
Q3 		$762K Buy
+7,394
New +$798K ﹤0.01% 8841
2021
Q1 		– Sell
-5,844
Closed -$508K – 13605
2020
Q4 		$508K Sell
5,844
-20,392
-78% -$1.72M ﹤0.01% 8113
2020
Q3 		$2.13M Sell
26,236
-17,449
-40% -$1.44M ﹤0.01% 4606
2020
Q2 		$3.52M Buy
+43,685
New +$3.4M ﹤0.01% 3595
2019
Q3 		– Sell
-15,055
Closed -$1.35M – 9637
2019
Q2 		$1.35M Sell
15,055
-21,217
-58% -$1.91M ﹤0.01% 5192
2019
Q1 		$3.23M Buy
+36,272
New +$3.05M ﹤0.01% 3636
2017
Q3 		– Sell
-28,560
Closed -$2.26M – 7928
2017
Q2 		$2.26M Buy
28,560
+16,310
+133% +$1.27M ﹤0.01% 3019
2017
Q1 		$942K Buy
12,250
+6,016
+97% +$457K ﹤0.01% 4092
2016
Q4 		$470K Buy
+6,234
New +$464K ﹤0.01% 4999
2015
Q3 		– Sell
-6,922
Closed -$472K – 9161
2015
Q2 		$472K Buy
+6,922
New +$497K ﹤0.01% 5060

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

Citadel Advisors's PSR Position: Q1 2026 in Review

Citadel Advisors opened a new position in Invesco Active US Real Estate Fund (PSR) in Q1 2026: 6,352 shares worth $588K. The stake represents ﹤0.01% of the portfolio and ranks #8907 among its holdings. This is a return to the name: Citadel Advisors previously reported a position in PSR as recently as Q3 2025.

Citadel Advisors first reported a position in PSR in Q2 2015 and has held it in 23 quarters since. The position peaked at $3.52M in Q2 2020. 47 funds tracked by Wall St. Rank hold PSR as of Q1 2026.

  • Citadel Advisors held 6,352 shares of Invesco Active US Real Estate Fund worth $588K as of Q1 2026.
  • Invesco Active US Real Estate Fund was a new Citadel Advisors position in Q1 2026.
  • Invesco Active US Real Estate Fund made up ﹤0.01% of Citadel Advisors's portfolio in Q1 2026, its #8907 holding.
  • Citadel Advisors first reported a position in Invesco Active US Real Estate Fund in Q2 2015 and has held it in 23 quarters since.
  • Citadel Advisors's Invesco Active US Real Estate Fund position peaked at $3.52M in Q2 2020.
  • 47 funds tracked by Wall St. Rank held Invesco Active US Real Estate Fund as of Q1 2026.

Based on Citadel Advisors's 13F filing for Q1 2026, filed 15 May 2026.