Envestnet Asset Management
PSR icon

Envestnet Asset Management’s Invesco Active US Real Estate Fund PSR Stock Holding History

Envestnet Asset Management’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 		$1.42M Buy
13,880
+3,188
+30% +$322K ﹤0.01% 3392
2026
Q1 		$990K Buy
10,692
+1,779
+20% +$168K ﹤0.01% 3477
2025
Q4 		$805K Buy
8,913
+2,069
+30% +$189K ﹤0.01% 3392
2025
Q3 		$634K Buy
6,844
+1,012
+17% +$93.1K ﹤0.01% 3591
2025
Q2 		$533K Buy
5,832
+770
+15% +$69.8K ﹤0.01% 3641
2025
Q1 		$468K Buy
5,062
+639
+14% +$58.7K ﹤0.01% 3664
2024
Q4 		$399K Sell
4,423
-146
-3% -$14K ﹤0.01% 3711
2024
Q3 		$450K Sell
4,569
-16
-0.3% -$1.49K ﹤0.01% 3588
2024
Q2 		$393K Buy
4,585
+480
+12% +$40.4K ﹤0.01% 3578
2024
Q1 		$362K Sell
4,105
-430
-9% -$37.7K ﹤0.01% 3625
2023
Q4 		$415K Buy
4,535
+211
+5% +$17.4K ﹤0.01% 3428
2023
Q3 		$342K Buy
4,324
+363
+9% +$31K ﹤0.01% 3463
2023
Q2 		$343K Sell
3,961
-4,873
-55% -$415K ﹤0.01% 3418
2023
Q1 		$773K Sell
8,834
-2,192
-20% -$198K ﹤0.01% 2851
2022
Q4 		$960K Buy
11,026
+2,020
+22% +$176K ﹤0.01% 2678
2022
Q3 		$764K Buy
9,006
+201
+2% +$19.7K ﹤0.01% 2762
2022
Q2 		$841K Buy
8,805
+1,884
+27% +$196K ﹤0.01% 2724
2022
Q1 		$773K Buy
6,921
+1,539
+29% +$167K ﹤0.01% 2846
2021
Q4 		$646K Sell
5,382
-6,402
-54% -$713K ﹤0.01% 2911
2021
Q3 		$1.22M Buy
11,784
+789
+7% +$85.1K ﹤0.01% 2408
2021
Q2 		$1.14M Buy
10,995
+1,606
+17% +$162K ﹤0.01% 2425
2021
Q1 		$878K Buy
9,389
+529
+6% +$47.2K ﹤0.01% 2491
2020
Q4 		$770K Buy
8,860
+729
+9% +$61.6K ﹤0.01% 2423
2020
Q3 		$659K Sell
8,131
-8,978
-52% -$739K ﹤0.01% 2322
2020
Q2 		$1.38M Sell
17,109
-1,402
-8% -$109K ﹤0.01% 1781
2020
Q1 		$1.33M Sell
18,511
-5,820
-24% -$528K ﹤0.01% 1651
2019
Q4 		$2.33M Buy
24,331
+9,124
+60% +$871K ﹤0.01% 1514
2019
Q3 		$1.46M Buy
15,207
+7,974
+110% +$744K ﹤0.01% 1725
2019
Q2 		$649K Buy
7,233
+600
+9% +$53.9K ﹤0.01% 2220
2019
Q1 		$591K Buy
6,633
+3,934
+146% +$330K ﹤0.01% 2236
2018
Q4 		$206K Buy
+2,699
New +$216K ﹤0.01% 2685

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
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
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return

Envestnet Asset Management's PSR Position: Q2 2026 in Review

Envestnet Asset Management increased its Invesco Active US Real Estate Fund (PSR) stake by 30% in Q2 2026, buying an estimated $322K and bringing the position to 13,880 shares worth $1.42M. The position accounts for ﹤0.01% of the portfolio, ranked #3392.

Envestnet Asset Management first reported a position in PSR in Q4 2018 and has held it in 31 quarters since. The position peaked at $2.33M in Q4 2019. 44 funds tracked by Wall St. Rank hold PSR as of Q2 2026.

  • Envestnet Asset Management held 13,880 shares of Invesco Active US Real Estate Fund worth $1.42M as of Q2 2026.
  • Envestnet Asset Management bought 3,188 Invesco Active US Real Estate Fund shares in Q2 2026, an estimated $322K.
  • Invesco Active US Real Estate Fund made up ﹤0.01% of Envestnet Asset Management's portfolio in Q2 2026, its #3392 holding.
  • Envestnet Asset Management first reported a position in Invesco Active US Real Estate Fund in Q4 2018 and has held it in 31 quarters since.
  • Envestnet Asset Management's Invesco Active US Real Estate Fund position peaked at $2.33M in Q4 2019.
  • 44 funds tracked by Wall St. Rank held Invesco Active US Real Estate Fund as of Q2 2026.

Based on Envestnet Asset Management's 13F filing for Q2 2026, filed 3 Aug 2026.