JY
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Jeff Yass’s Invesco Active US Real Estate Fund PSR Stock Holding History

Jeff Yass’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
Q2 		$658K Sell
6,411
-6,456
-50% -$652K ﹤0.01% 9262
2026
Q1 		$1.19M Buy
12,867
+7,521
+141% +$712K ﹤0.01% 7433
2025
Q4 		$483K Buy
5,346
+2,107
+65% +$193K ﹤0.01% 8867
2025
Q3 		$300K Buy
3,239
+204
+7% +$18.8K ﹤0.01% 10109
2025
Q2 		$277K Buy
3,035
+186
+7% +$16.9K ﹤0.01% 10524
2025
Q1 		$264K Sell
2,849
-3,173
-53% -$291K ﹤0.01% 10353
2024
Q4 		$544K Buy
6,022
+3,453
+134% +$330K ﹤0.01% 8465
2024
Q3 		$253K Sell
2,569
-16,325
-86% -$1.52M ﹤0.01% 9981
2024
Q2 		$1.62M Buy
18,894
+5,859
+45% +$493K ﹤0.01% 5503
2024
Q1 		$1.15M Buy
13,035
+5,914
+83% +$519K ﹤0.01% 6554
2023
Q4 		$651K Sell
7,121
-10,163
-59% -$839K ﹤0.01% 8034
2023
Q3 		$1.37M Buy
17,284
+3,192
+23% +$273K ﹤0.01% 5932
2023
Q2 		$1.22M Buy
14,092
+8,263
+142% +$704K ﹤0.01% 6225
2023
Q1 		$510K Buy
5,829
+500
+9% +$45.2K ﹤0.01% 8517
2022
Q4 		$464K Hold
5,329
– – ﹤0.01% 8069
2022
Q3 		$452K Sell
5,329
-3,458
-39% -$338K ﹤0.01% 8761
2022
Q2 		$839K Hold
8,787
– – ﹤0.01% 6961
2022
Q1 		$982K Sell
8,787
-3,657
-29% -$397K ﹤0.01% 7170
2021
Q4 		$1.49M Buy
+12,444
New +$1.39M ﹤0.01% 6222
2021
Q1 		– Sell
-10,074
Closed -$875K – 12719
2020
Q4 		$875K Sell
10,074
-799
-7% -$67.6K ﹤0.01% 7031
2020
Q3 		$881K Sell
10,873
-7,142
-40% -$588K ﹤0.01% 6429
2020
Q2 		$1.45M Sell
18,015
-266
-1% -$20.7K ﹤0.01% 5092
2020
Q1 		$1.31M Buy
+18,281
New +$1.66M ﹤0.01% 4759
2019
Q4 		– Sell
-8,094
Closed -$775K – 10432
2019
Q3 		$775K Buy
8,094
+3,765
+87% +$351K ﹤0.01% 6273
2019
Q2 		$389K Buy
+4,329
New +$389K ﹤0.01% 7791
2018
Q4 		– Sell
-5,272
Closed -$429K – 9760
2018
Q3 		$429K Buy
+5,272
New +$435K ﹤0.01% 6814
2018
Q1 		– Sell
-26,770
Closed -$2.2M – 10002
2017
Q4 		$2.2M Sell
26,770
-1,706
-6% -$139K ﹤0.01% 3742
2017
Q3 		$2.26M Sell
28,476
-2,627
-8% -$209K ﹤0.01% 3688
2017
Q2 		$2.46M Buy
31,103
+2,629
+9% +$205K ﹤0.01% 3519
2017
Q1 		$2.19M Sell
28,474
-2,292
-7% -$174K ﹤0.01% 3549
2016
Q4 		$2.31M Buy
30,766
+6,205
+25% +$462K ﹤0.01% 3774
2016
Q3 		$1.96M Buy
24,561
+2,754
+13% +$223K ﹤0.01% 3602
2016
Q2 		$1.74M Buy
21,807
+389
+2% +$29.4K ﹤0.01% 3827
2016
Q1 		$1.61M Buy
21,418
+11,070
+107% +$774K ﹤0.01% 4181
2015
Q4 		$753K Buy
+10,348
New +$751K ﹤0.01% 5996
2015
Q1 		– Sell
-31,891
Closed -$2.37M – 9826
2014
Q4 		$2.37M Buy
+31,891
New +$2.24M ﹤0.01% 4129
2014
Q3 		– Sell
-17,606
Closed -$1.16M – 9833
2014
Q2 		$1.16M Sell
17,606
-9,586
-35% -$617K ﹤0.01% 5729
2014
Q1 		$1.67M Sell
27,192
-8,508
-24% -$509K ﹤0.01% 4622
2013
Q4 		$2.03M Buy
35,700
+4,347
+14% +$254K ﹤0.01% 4247
2013
Q3 		$1.81M Sell
31,353
-1,966
-6% -$116K ﹤0.01% 4265
2013
Q2 		$2M Buy
+33,319
New +$2.09M ﹤0.01% 3900

Other funds holding PSR

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
MHWM
Montz Harcus Wealth Management New Orleans, Louisiana $281M AUM 22.97% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
AFA
AA Financial Advisors Columbus, Ohio $832M AUM 20.55% 1-Year Est. Return
BC
Brio Consultants San Francisco, California $853M AUM 15.61% 1-Year Est. Return

Jeff Yass's PSR Position: Q2 2026 in Review

Jeff Yass reduced its Invesco Active US Real Estate Fund (PSR) stake by 50% in Q2 2026, selling an estimated $652K and leaving 6,411 shares worth $658K. The position accounts for ﹤0.01% of the portfolio, ranked #9262.

Jeff Yass first reported a position in PSR in Q2 2013 and has held it in 41 quarters since. The position peaked at $2.46M in Q2 2017. 44 funds tracked by Wall St. Rank hold PSR as of Q2 2026.

  • Jeff Yass held 6,411 shares of Invesco Active US Real Estate Fund worth $658K as of Q2 2026.
  • Jeff Yass sold 6,456 Invesco Active US Real Estate Fund shares in Q2 2026, an estimated $652K.
  • Invesco Active US Real Estate Fund made up ﹤0.01% of Jeff Yass's portfolio in Q2 2026, its #9262 holding.
  • Jeff Yass first reported a position in Invesco Active US Real Estate Fund in Q2 2013 and has held it in 41 quarters since.
  • Jeff Yass's Invesco Active US Real Estate Fund position peaked at $2.46M in Q2 2017.
  • 44 funds tracked by Wall St. Rank held Invesco Active US Real Estate Fund as of Q2 2026.

Based on Susquehanna International Group's 13F filing for Q2 2026, filed 14 Aug 2026.