CX Institutional’s Invesco Active US Real Estate Fund PSR Stock Holding History

CX Institutional’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 Q3	$29K	Buy	296 +6	+2%	+$620	﹤0.01%	1147
2026 Q2	$30K	Sell	290 -3,055	-91%	-$308K	﹤0.01%	1080
2026 Q1	$310K	Buy	3,345 +3,090	+1,212%	+$292K	0.01%	594
2025 Q4	$23K	Sell	255 -12	-4%	-$1.1K	﹤0.01%	1092
2025 Q3	$25K	Buy	267 +20	+8%	+$1.84K	﹤0.01%	1059
2025 Q2	$23K	Buy	247 +8	+3%	+$725	﹤0.01%	945
2025 Q1	$22K	Buy	+239	New	+$21.9K	﹤0.01%	936
2023 Q1	–	Sell	-4,400	Closed	-$383K	–	561
2022 Q4	$383K	Sell	4,400 -5,650	-56%	-$493K	0.02%	398
2022 Q3	$853K	Buy	+10,050	New	+$984K	0.06%	281

Other funds holding PSR

MHWM

Montz Harcus Wealth Management New Orleans, Louisiana $285M AUM 16.11% 1-Year Est. Return

AA Financial Advisors Columbus, Ohio $840M AUM 11.98% 1-Year Est. Return

LWM

LongView Wealth Management Atlanta, Georgia $415M AUM 12.41% 1-Year Est. Return

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

IFP Advisors Tampa, Florida $5.86B AUM 20.09% 1-Year Est. Return

CX Institutional's PSR Position: Q3 2026 in Review

CX Institutional increased its Invesco Active US Real Estate Fund (PSR) stake by 2.1% in Q3 2026, buying an estimated $620 and bringing the position to 296 shares worth $29K. The position accounts for ﹤0.01% of the portfolio, ranked #1147.

CX Institutional first reported a position in PSR in Q3 2022 and has held it in 9 quarters since. The position peaked at $853K in Q3 2022. 6 funds tracked by Wall St. Rank hold PSR as of Q3 2026.

CX Institutional held 296 shares of Invesco Active US Real Estate Fund worth $29K as of Q3 2026.
CX Institutional bought 6 Invesco Active US Real Estate Fund shares in Q3 2026, an estimated $620.
Invesco Active US Real Estate Fund made up ﹤0.01% of CX Institutional's portfolio in Q3 2026, its #1147 holding.
CX Institutional first reported a position in Invesco Active US Real Estate Fund in Q3 2022 and has held it in 9 quarters since.
CX Institutional's Invesco Active US Real Estate Fund position peaked at $853K in Q3 2022.
6 funds tracked by Wall St. Rank held Invesco Active US Real Estate Fund as of Q3 2026.

Based on CX Institutional's 13F filing for Q3 2026, filed 2 Oct 2026.