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John Overdeck’s Invesco Active US Real Estate Fund PSR Stock Holding History

John Overdeck’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 		– Sell
-2,900
Closed -$269K – 5342
2026
Q1 		$269K Buy
+2,900
New +$274K ﹤0.01% 4138

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

John Overdeck's PSR Position: Q2 2026 in Review

John Overdeck sold out of Invesco Active US Real Estate Fund (PSR) in Q2 2026, closing a stake of 2,900 shares — an estimated $269K sold.

John Overdeck first reported a position in PSR in Q1 2026 and held it in 1 quarter. The position peaked at $269K in Q1 2026. 44 funds tracked by Wall St. Rank hold PSR as of Q2 2026.

  • John Overdeck reported no remaining Invesco Active US Real Estate Fund position as of Q2 2026 after selling out during the quarter.
  • John Overdeck sold 2,900 Invesco Active US Real Estate Fund shares in Q2 2026, an estimated $269K.
  • John Overdeck first reported a position in Invesco Active US Real Estate Fund in Q1 2026 and held it in 1 quarter.
  • John Overdeck's Invesco Active US Real Estate Fund position peaked at $269K in Q1 2026.
  • 44 funds tracked by Wall St. Rank held Invesco Active US Real Estate Fund as of Q2 2026.

Based on Two Sigma Investments's 13F filing for Q2 2026, filed 14 Aug 2026.