Harbour Investments’s Invesco Active US Real Estate Fund PSR Stock Holding History

Harbour Investments’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	$18.5K	Buy	+200	New	+$18.9K	﹤0.01%	2935
2025 Q1	–	Sell	-9	Closed	-$813	–	3642
2024 Q4	$813	Hold	9	–	–	﹤0.01%	3208
2024 Q3	$887	Hold	9	–	–	﹤0.01%	3113
2024 Q2	$770	Hold	9	–	–	﹤0.01%	3035
2024 Q1	$793	Hold	9	–	–	﹤0.01%	2973
2023 Q4	$823	Hold	9	–	–	﹤0.01%	2857
2023 Q3	$711	Hold	9	–	–	﹤0.01%	2755
2023 Q2	$780	Hold	9	–	–	﹤0.01%	2739
2023 Q1	$787	Hold	9	–	–	﹤0.01%	2734
2022 Q4	$784	Hold	9	–	–	﹤0.01%	2728
2022 Q3	$1K	Hold	9	–	–	﹤0.01%	2639
2022 Q2	$1K	Buy	+9	New	+$935	﹤0.01%	2639
2021 Q4	$1K	Sell	11 -1,038	-99%	-$116K	﹤0.01%	2550
2021 Q3	$108K	Sell	1,049 -136	-11%	-$14.7K	﹤0.01%	1333
2021 Q2	$123K	Hold	1,185	–	–	﹤0.01%	1288
2021 Q1	$111K	Buy	+1,185	New	+$106K	﹤0.01%	1250

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

Harbour Investments's PSR Position: Q1 2026 in Review

Harbour Investments opened a new position in Invesco Active US Real Estate Fund (PSR) in Q1 2026: 200 shares worth $18.5K. The stake represents ﹤0.01% of the portfolio and ranks #2935 among its holdings. This is a return to the name: Harbour Investments previously reported a position in PSR as recently as Q4 2024.

Harbour Investments first reported a position in PSR in Q1 2021 and has held it in 16 quarters since. The position peaked at $123K in Q2 2021. 47 funds tracked by Wall St. Rank hold PSR as of Q1 2026.

Harbour Investments held 200 shares of Invesco Active US Real Estate Fund worth $18.5K as of Q1 2026.
Invesco Active US Real Estate Fund was a new Harbour Investments position in Q1 2026.
Invesco Active US Real Estate Fund made up ﹤0.01% of Harbour Investments's portfolio in Q1 2026, its #2935 holding.
Harbour Investments first reported a position in Invesco Active US Real Estate Fund in Q1 2021 and has held it in 16 quarters since.
Harbour Investments's Invesco Active US Real Estate Fund position peaked at $123K in Q2 2021.
47 funds tracked by Wall St. Rank held Invesco Active US Real Estate Fund as of Q1 2026.

Based on Harbour Investments's 13F filing for Q1 2026, filed 15 May 2026.