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

Farther Finance 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 Q3	$20K	Buy	208 +1	+0.5%	+$103	﹤0.01%	4135
2026 Q2	$21.2K	Buy	207 +1	+0.5%	+$101	﹤0.01%	3919
2026 Q1	$19.2K	Buy	+206	New	+$19.5K	﹤0.01%	3692

Other funds holding PSR

MHWM

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

CX Institutional Auburn, Indiana $3.69B AUM 15.82% 1-Year Est. Return

Farther Finance Advisors's PSR Position: Q3 2026 in Review

Farther Finance Advisors increased its Invesco Active US Real Estate Fund (PSR) stake by 0.48% in Q3 2026, buying an estimated $103 and bringing the position to 208 shares worth $20K. The position accounts for ﹤0.01% of the portfolio, ranked #4135.

Farther Finance Advisors first reported a position in PSR in Q1 2026 and has held it in 3 quarters since. The position peaked at $21.2K in Q2 2026. 3 funds tracked by Wall St. Rank hold PSR as of Q3 2026.

Farther Finance Advisors held 208 shares of Invesco Active US Real Estate Fund worth $20K as of Q3 2026.
Farther Finance Advisors bought 1 Invesco Active US Real Estate Fund share in Q3 2026, an estimated $103.
Invesco Active US Real Estate Fund made up ﹤0.01% of Farther Finance Advisors's portfolio in Q3 2026, its #4135 holding.
Farther Finance Advisors first reported a position in Invesco Active US Real Estate Fund in Q1 2026 and has held it in 3 quarters since.
Farther Finance Advisors's Invesco Active US Real Estate Fund position peaked at $21.2K in Q2 2026.
3 funds tracked by Wall St. Rank held Invesco Active US Real Estate Fund as of Q3 2026.

Based on Farther Finance Advisors's 13F filing for Q3 2026, filed 8 Oct 2026.