HighTower Advisors
PSR icon

HighTower Advisors’s Invesco Active US Real Estate Fund PSR Stock Holding History

HighTower 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
2016
Q2 		– Sell
-18,509
Closed -$1.39M – 1964
2016
Q1 		$1.39M Buy
18,509
+387
+2% +$27.1K ﹤0.01% 871
2015
Q4 		$1.31M Buy
18,122
+290
+2% +$21.1K 0.02% 826
2015
Q3 		$1.22M Sell
17,832
-266
-1% -$18.6K 0.02% 799
2015
Q2 		$1.23M Buy
18,098
+612
+3% +$43.9K 0.02% 678
2015
Q1 		$1.31M Sell
17,486
-7,987
-31% -$606K 0.02% 717
2014
Q4 		$1.9M Sell
25,473
-1,153
-4% -$81.1K 0.03% 603
2014
Q3 		$1.72M Sell
26,626
-1,362
-5% -$91.1K 0.03% 599
2014
Q2 		$1.85M Sell
27,988
-217
-0.8% -$14K 0.03% 584
2014
Q1 		$1.74M Buy
28,205
+5,176
+22% +$309K 0.03% 558
2013
Q4 		$1.31M Buy
+23,029
New +$1.35M 0.03% 609
2013
Q3 		– Sell
-8,927
Closed -$536K – 1427
2013
Q2 		$536K Buy
+8,927
New +$561K 0.01% 780

Other funds holding PSR

Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
VKH
Virtu KCG Holdings New York $3.6B AUM 17.11% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 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
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Fifth Third Bancorp
Fifth Third Bancorp Cincinnati, Ohio $54.7B AUM 26.51% 1-Year Est. Return
MFS
MSI Financial Services Springfield, Massachusetts $3.07B AUM 10.22% 1-Year Est. Return
WA
WBH Advisory Baltimore, Maryland $1.34B AUM 15.16% 1-Year Est. Return

HighTower Advisors's PSR Position: Q2 2016 in Review

HighTower Advisors sold out of Invesco Active US Real Estate Fund (PSR) in Q2 2016, closing a stake of 18,509 shares — an estimated $1.39M sold.

HighTower Advisors first reported a position in PSR in Q2 2013 and held it in 11 quarters. The position peaked at $1.9M in Q4 2014. 20 funds tracked by Wall St. Rank hold PSR as of Q2 2016.

  • HighTower Advisors reported no remaining Invesco Active US Real Estate Fund position as of Q2 2016 after selling out during the quarter.
  • HighTower Advisors sold 18,509 Invesco Active US Real Estate Fund shares in Q2 2016, an estimated $1.39M.
  • HighTower Advisors first reported a position in Invesco Active US Real Estate Fund in Q2 2013 and held it in 11 quarters.
  • HighTower Advisors's Invesco Active US Real Estate Fund position peaked at $1.9M in Q4 2014.
  • 20 funds tracked by Wall St. Rank held Invesco Active US Real Estate Fund as of Q2 2016.

Based on HighTower Advisors's 13F filing for Q2 2016, filed 11 Aug 2016.