GRP
PSR icon

Global Retirement Partners’s Invesco Active US Real Estate Fund PSR Stock Holding History

Global Retirement Partners’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 		$82.1K Buy
+800
New +$80.8K ﹤0.01% 2198
2025
Q4 		$63.2K Buy
700
+100
+17% +$9.16K ﹤0.01% 2215
2025
Q3 		$55.6K Buy
600
+500
+500% +$46K ﹤0.01% 1835
2025
Q2 		$9.13K Buy
+100
New +$9.06K ﹤0.01% 2648
2024
Q4 		$9.03K Hold
100
– – ﹤0.01% 2431
2024
Q3 		$9.85K Hold
100
– – ﹤0.01% 2302
2024
Q2 		$8.56K Hold
100
– – ﹤0.01% 2383
2024
Q1 		$8.81K Hold
100
– – ﹤0.01% 2177
2023
Q4 		$9K Hold
100
– – ﹤0.01% 2109
2023
Q3 		$7.7K Sell
100
-12
-11% -$1.03K ﹤0.01% 2055
2023
Q2 		$9.71K Sell
112
-46
-29% -$3.92K ﹤0.01% 1974
2023
Q1 		$13.3K Sell
158
-1
-0.6% -$90 ﹤0.01% 1807
2022
Q4 		$13.8K Hold
159
– – ﹤0.01% 1635
2022
Q3 		$14K Buy
159
+35
+28% +$3.43K ﹤0.01% 1547
2022
Q2 		$12K Hold
124
– – ﹤0.01% 1560
2022
Q1 		$13K Sell
124
-851
-87% -$92.3K ﹤0.01% 1527
2021
Q4 		$117K Buy
975
+835
+596% +$93K 0.09% 67
2021
Q3 		$14K Buy
+140
New +$15.1K ﹤0.01% 1323

Other funds holding PSR

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
MHWM
Montz Harcus Wealth Management New Orleans, Louisiana $281M AUM 22.97% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return
Morgan Stanley
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
BC
Brio Consultants San Francisco, California $853M AUM 15.61% 1-Year Est. Return

Global Retirement Partners's PSR Position: Q2 2026 in Review

Global Retirement Partners opened a new position in Invesco Active US Real Estate Fund (PSR) in Q2 2026: 800 shares worth $82.1K. The stake represents ﹤0.01% of the portfolio and ranks #2198 among its holdings. This is a return to the name: Global Retirement Partners previously reported a position in PSR as recently as Q4 2025.

Global Retirement Partners first reported a position in PSR in Q3 2021 and has held it in 18 quarters since. The position peaked at $117K in Q4 2021. 44 funds tracked by Wall St. Rank hold PSR as of Q2 2026.

  • Global Retirement Partners held 800 shares of Invesco Active US Real Estate Fund worth $82.1K as of Q2 2026.
  • Invesco Active US Real Estate Fund was a new Global Retirement Partners position in Q2 2026.
  • Invesco Active US Real Estate Fund made up ﹤0.01% of Global Retirement Partners's portfolio in Q2 2026, its #2198 holding.
  • Global Retirement Partners first reported a position in Invesco Active US Real Estate Fund in Q3 2021 and has held it in 18 quarters since.
  • Global Retirement Partners's Invesco Active US Real Estate Fund position peaked at $117K in Q4 2021.
  • 44 funds tracked by Wall St. Rank held Invesco Active US Real Estate Fund as of Q2 2026.

Based on Global Retirement Partners's 13F filing for Q2 2026, filed 6 Aug 2026.