Fidelity Investments’s Invesco Active US Real Estate Fund PSR Stock Holding History

Fidelity Investments’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
2025 Q3	–	Sell	-1	Closed	-$91	–	5537
2025 Q2	$91	Buy	+1	New	+$91	﹤0.01%	5142
2025 Q1	–	Sell	-1	Closed	-$90	–	5617
2024 Q4	$90	Buy	+1	New	+$96	﹤0.01%	5123
2024 Q3	–	Sell	-1	Closed	-$86	–	5686
2024 Q2	$86	Buy	+1	New	+$84	﹤0.01%	4990
2023 Q1	–	Sell	-2	Closed	-$174	–	5474
2022 Q4	$174	Buy	+2	New	+$174	﹤0.01%	4843
2019 Q1	–	Sell	-2	Closed	–	–	4085
2018 Q4	$0	Buy	+2	New	+$160	﹤0.01%	4012

Other funds holding PSR

IUHSA

Itau Unibanco Holding S.A. Sao Paulo, Brazil $4.31B AUM 46.57% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Virtu Financial New York $2.41B AUM 48.35% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

MHWM

Montz Harcus Wealth Management New Orleans, Louisiana $248M AUM 19.43% 1-Year Est. Return

AFA

AA Financial Advisors Columbus, Ohio $710M AUM 18.48% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Fidelity Investments's PSR Position: Q3 2025 in Review

Fidelity Investments sold out of Invesco Active US Real Estate Fund (PSR) in Q3 2025, closing a stake of 1 share — an estimated $91 sold.

Fidelity Investments first reported a position in PSR in Q4 2018 and held it in 5 quarters. The position peaked at $174 in Q4 2022. 50 funds tracked by Wall St. Rank hold PSR as of Q3 2025.

Fidelity Investments reported no remaining Invesco Active US Real Estate Fund position as of Q3 2025 after selling out during the quarter.
Fidelity Investments sold 1 Invesco Active US Real Estate Fund share in Q3 2025, an estimated $91.
Fidelity Investments first reported a position in Invesco Active US Real Estate Fund in Q4 2018 and held it in 5 quarters.
Fidelity Investments's Invesco Active US Real Estate Fund position peaked at $174 in Q4 2022.
50 funds tracked by Wall St. Rank held Invesco Active US Real Estate Fund as of Q3 2025.

Based on Fidelity Investments's 13F filing for Q3 2025, filed 13 Nov 2025.