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
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

IUHSA
Itau Unibanco Holding S.A. Sao Paulo, Brazil $4.31B AUM 46.57% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
MHWM
Montz Harcus Wealth Management New Orleans, Louisiana $281M AUM 22.97% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
AFA
AA Financial Advisors Columbus, Ohio $832M AUM 20.55% 1-Year Est. Return

Global Retirement Partners's PSR Position: Q4 2025 in Review

Global Retirement Partners increased its Invesco Active US Real Estate Fund (PSR) stake by 17% in Q4 2025, buying an estimated $9.16K and bringing the position to 700 shares worth $63.2K. The position accounts for ﹤0.01% of the portfolio, ranked #2215.

Global Retirement Partners first reported a position in PSR in Q3 2021 and has held it in 17 quarters since. The position peaked at $117K in Q4 2021. 44 funds tracked by Wall St. Rank hold PSR as of Q4 2025.

  • Global Retirement Partners held 700 shares of Invesco Active US Real Estate Fund worth $63.2K as of Q4 2025.
  • Global Retirement Partners bought 100 Invesco Active US Real Estate Fund shares in Q4 2025, an estimated $9.16K.
  • Invesco Active US Real Estate Fund made up ﹤0.01% of Global Retirement Partners's portfolio in Q4 2025, its #2215 holding.
  • Global Retirement Partners first reported a position in Invesco Active US Real Estate Fund in Q3 2021 and has held it in 17 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 Q4 2025.

Based on Global Retirement Partners's 13F filing for Q4 2025, filed 6 Feb 2026.