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 Q2	$3.59K	Hold	35	–	–	﹤0.01%	526
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

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

MHWM

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

Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

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

Brio Consultants San Francisco, California $853M AUM 15.61% 1-Year Est. Return

Glass Jacobson Investment Advisors's PSR Position: Q2 2026 in Review

Glass Jacobson Investment Advisors held its Invesco Active US Real Estate Fund (PSR) position steady in Q2 2026 at 35 shares worth $3.59K. The position accounts for ﹤0.01% of the portfolio, ranked #526.

Glass Jacobson Investment Advisors first reported a position in PSR in Q2 2023 and has held it in 13 quarters since. 43 funds tracked by Wall St. Rank hold PSR as of Q2 2026.

Glass Jacobson Investment Advisors held 35 shares of Invesco Active US Real Estate Fund worth $3.59K as of Q2 2026.
Glass Jacobson Investment Advisors left its Invesco Active US Real Estate Fund share count unchanged in Q2 2026.
Invesco Active US Real Estate Fund made up ﹤0.01% of Glass Jacobson Investment Advisors's portfolio in Q2 2026, its #526 holding.
Glass Jacobson Investment Advisors first reported a position in Invesco Active US Real Estate Fund in Q2 2023 and has held it in 13 quarters since.
43 funds tracked by Wall St. Rank held Invesco Active US Real Estate Fund as of Q2 2026.

Based on Glass Jacobson Investment Advisors's 13F filing for Q2 2026, filed 30 Jul 2026.