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Glass Jacobson Investment Advisors’s Invesco Active US Real Estate Fund PSR Stock Holding History

Glass Jacobson Investment 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 		$3.24K Hold
35
– – ﹤0.01% 520
2025
Q4 		$3.16K Hold
35
– – ﹤0.01% 515
2025
Q3 		$3.24K Buy
35
+2
+6% +$184 ﹤0.01% 512
2025
Q2 		$3.01K Hold
33
– – ﹤0.01% 497
2025
Q1 		$2.98K Hold
33
– – ﹤0.01% 716
2024
Q4 		$2.98K Hold
33
– – ﹤0.01% 716
2024
Q3 		$3.25K Buy
33
+1
+3% +$93 ﹤0.01% 658
2024
Q2 		$2.74K Hold
32
– – ﹤0.01% 659
2024
Q1 		$2.82K Hold
32
– – ﹤0.01% 658
2023
Q4 		$2.93K Hold
32
– – ﹤0.01% 629
2023
Q3 		$2.53K Hold
32
– – ﹤0.01% 621
2023
Q2 		$2.77K Buy
+32
New +$2.73K ﹤0.01% 618

Other funds holding PSR

Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Susquehanna International Group
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
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Morgan Stanley
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

Glass Jacobson Investment Advisors's PSR Position: Q1 2026 in Review

Glass Jacobson Investment Advisors held its Invesco Active US Real Estate Fund (PSR) position steady in Q1 2026 at 35 shares worth $3.24K. The position accounts for ﹤0.01% of the portfolio, ranked #520.

Glass Jacobson Investment Advisors first reported a position in PSR in Q2 2023 and has held it in 12 quarters since. The position peaked at $3.25K in Q3 2024. 47 funds tracked by Wall St. Rank hold PSR as of Q1 2026.

  • Glass Jacobson Investment Advisors held 35 shares of Invesco Active US Real Estate Fund worth $3.24K as of Q1 2026.
  • Glass Jacobson Investment Advisors left its Invesco Active US Real Estate Fund share count unchanged in Q1 2026.
  • Invesco Active US Real Estate Fund made up ﹤0.01% of Glass Jacobson Investment Advisors's portfolio in Q1 2026, its #520 holding.
  • Glass Jacobson Investment Advisors first reported a position in Invesco Active US Real Estate Fund in Q2 2023 and has held it in 12 quarters since.
  • Glass Jacobson Investment Advisors's Invesco Active US Real Estate Fund position peaked at $3.25K in Q3 2024.
  • 47 funds tracked by Wall St. Rank held Invesco Active US Real Estate Fund as of Q1 2026.

Based on Glass Jacobson Investment Advisors's 13F filing for Q1 2026, filed 23 Apr 2026.