Itau Unibanco Holding S.A.’s Invesco Active US Real Estate Fund PSR Stock Holding History

Itau Unibanco Holding S.A.’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	–	Sell	-46,330	Closed	-$28.5M	–	427
2025 Q4	$28.5M	Buy	46,330 +21,350	+85%	+$1.96M	0.68%	41
2025 Q3	$15M	Buy	+24,980	New	+$2.3M	0.5%	45
2025 Q1	–	Sell	-48,490	Closed	-$24.8M	–	444
2024 Q4	$24.8M	Buy	+48,490	New	+$4.64M	0.77%	29
2024 Q1	–	Sell	-5,200	Closed	-$2.13M	–	304
2023 Q4	$2.13M	Buy	+5,200	New	+$430K	0.07%	88
2022 Q3	–	Sell	-80,865	Closed	-$22.7M	–	613
2022 Q2	$22.7M	Buy	+80,865	New	+$8.4M	0.79%	31

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

Itau Unibanco Holding S.A.'s PSR Position: Q1 2026 in Review

Itau Unibanco Holding S.A. sold out of Invesco Active US Real Estate Fund (PSR) in Q1 2026, closing a stake of 46,330 shares — an estimated $28.5M sold.

Itau Unibanco Holding S.A. first reported a position in PSR in Q2 2022 and held it in 5 quarters. The position peaked at $28.5M in Q4 2025. 47 funds tracked by Wall St. Rank hold PSR as of Q1 2026.

Itau Unibanco Holding S.A. reported no remaining Invesco Active US Real Estate Fund position as of Q1 2026 after selling out during the quarter.
Itau Unibanco Holding S.A. sold 46,330 Invesco Active US Real Estate Fund shares in Q1 2026, an estimated $28.5M.
Itau Unibanco Holding S.A. first reported a position in Invesco Active US Real Estate Fund in Q2 2022 and held it in 5 quarters.
Itau Unibanco Holding S.A.'s Invesco Active US Real Estate Fund position peaked at $28.5M in Q4 2025.
47 funds tracked by Wall St. Rank held Invesco Active US Real Estate Fund as of Q1 2026.

Based on Itau Unibanco Holding S.A.'s 13F filing for Q1 2026, filed 14 May 2026.