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J.W. Cole Advisors’s Invesco Active US Real Estate Fund PSR Stock Holding History

J.W. Cole 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
2026
Q1 		$285K Buy
3,077
+250
+9% +$23.7K 0.01% 642
2025
Q4 		$255K Buy
2,827
+430
+18% +$39.4K 0.01% 1181
2025
Q3 		$222K Buy
+2,397
New +$220K ﹤0.01% 1394

Other funds holding PSR

Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 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
Susquehanna International Group
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
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Morgan Stanley
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

J.W. Cole Advisors's PSR Position: Q1 2026 in Review

J.W. Cole Advisors increased its Invesco Active US Real Estate Fund (PSR) stake by 8.8% in Q1 2026, buying an estimated $23.7K and bringing the position to 3,077 shares worth $285K. The position accounts for 0.01% of the portfolio, ranked #642.

J.W. Cole Advisors first reported a position in PSR in Q3 2025 and has held it in 3 quarters since. 47 funds tracked by Wall St. Rank hold PSR as of Q1 2026.

  • J.W. Cole Advisors held 3,077 shares of Invesco Active US Real Estate Fund worth $285K as of Q1 2026.
  • J.W. Cole Advisors bought 250 Invesco Active US Real Estate Fund shares in Q1 2026, an estimated $23.7K.
  • Invesco Active US Real Estate Fund made up 0.01% of J.W. Cole Advisors's portfolio in Q1 2026, its #642 holding.
  • J.W. Cole Advisors first reported a position in Invesco Active US Real Estate Fund in Q3 2025 and has held it in 3 quarters since.
  • 47 funds tracked by Wall St. Rank held Invesco Active US Real Estate Fund as of Q1 2026.

Based on J.W. Cole Advisors's 13F filing for Q1 2026, filed 23 Apr 2026.