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

Flagship Harbor 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	–	Sell	-495	Closed	-$44.7K	–	1802
2025 Q4	$44.7K	Buy	+495	New	+$45.3K	﹤0.01%	1103
2020 Q4	–	Sell	-275	Closed	-$22K	–	1439
2020 Q3	$22K	Hold	275	–	–	﹤0.01%	1110
2020 Q2	$22K	Hold	275	–	–	﹤0.01%	1114
2020 Q1	$20K	Sell	275 -12	-4%	-$1.09K	﹤0.01%	1030
2019 Q4	$27K	Hold	287	–	–	﹤0.01%	1018
2019 Q3	$27K	Hold	287	–	–	0.01%	986
2019 Q2	$25K	Buy	287 +12	+4%	+$1.08K	0.01%	998
2019 Q1	$24K	Hold	275	–	–	﹤0.01%	1007
2018 Q4	$20K	Hold	275	–	–	﹤0.01%	1022
2018 Q3	$22K	Hold	275	–	–	﹤0.01%	1088
2018 Q2	$22K	Buy	+275	New	+$21.4K	﹤0.01%	1065

Other funds holding PSR

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

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 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

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

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

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

Flagship Harbor Advisors's PSR Position: Q1 2026 in Review

Flagship Harbor Advisors sold out of Invesco Active US Real Estate Fund (PSR) in Q1 2026, closing a stake of 495 shares — an estimated $44.7K sold.

Flagship Harbor Advisors first reported a position in PSR in Q2 2018 and held it in 11 quarters. The position peaked at $44.7K in Q4 2025. 47 funds tracked by Wall St. Rank hold PSR as of Q1 2026.

Flagship Harbor Advisors reported no remaining Invesco Active US Real Estate Fund position as of Q1 2026 after selling out during the quarter.
Flagship Harbor Advisors sold 495 Invesco Active US Real Estate Fund shares in Q1 2026, an estimated $44.7K.
Flagship Harbor Advisors first reported a position in Invesco Active US Real Estate Fund in Q2 2018 and held it in 11 quarters.
Flagship Harbor Advisors's Invesco Active US Real Estate Fund position peaked at $44.7K in Q4 2025.
47 funds tracked by Wall St. Rank held Invesco Active US Real Estate Fund as of Q1 2026.

Based on Flagship Harbor Advisors's 13F filing for Q1 2026, filed 28 Apr 2026.