Ken Griffin’s Invesco Active US Real Estate Fund PSR Stock Holding History

Ken Griffin’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	$588K	Buy	+6,352	New	+$601K	﹤0.01%	8907
2025 Q4	–	Sell	-3,354	Closed	-$311K	–	13783
2025 Q3	$311K	Sell	3,354 -3,663	-52%	-$337K	﹤0.01%	10286
2025 Q2	$641K	Buy	7,017 +3,796	+118%	+$344K	﹤0.01%	8040
2025 Q1	$298K	Buy	+3,221	New	+$296K	﹤0.01%	9612
2024 Q3	–	Sell	-8,455	Closed	-$724K	–	15022
2024 Q2	$724K	Sell	8,455 -573	-6%	-$48.2K	﹤0.01%	7295
2024 Q1	$796K	Sell	9,028 -3,124	-26%	-$274K	﹤0.01%	7407
2023 Q4	$1.11M	Buy	12,152 +880	+8%	+$72.7K	﹤0.01%	6465
2023 Q3	$891K	Sell	11,272 -5,087	-31%	-$435K	﹤0.01%	6824
2023 Q2	$1.42M	Buy	16,359 +9,676	+145%	+$824K	﹤0.01%	5778
2023 Q1	$585K	Buy	+6,683	New	+$605K	﹤0.01%	7997
2022 Q4	–	Sell	-5,250	Closed	-$446K	–	15330
2022 Q3	$446K	Buy	5,250 +196	+4%	+$19.2K	﹤0.01%	8716
2022 Q2	$483K	Buy	+5,054	New	+$525K	﹤0.01%	8737
2022 Q1	–	Sell	-8,568	Closed	-$1.03M	–	14376
2021 Q4	$1.03M	Buy	8,568 +1,174	+16%	+$131K	﹤0.01%	7888
2021 Q3	$762K	Buy	+7,394	New	+$798K	﹤0.01%	8841
2021 Q1	–	Sell	-5,844	Closed	-$508K	–	13605
2020 Q4	$508K	Sell	5,844 -20,392	-78%	-$1.72M	﹤0.01%	8113
2020 Q3	$2.13M	Sell	26,236 -17,449	-40%	-$1.44M	﹤0.01%	4606
2020 Q2	$3.52M	Buy	+43,685	New	+$3.4M	﹤0.01%	3595
2019 Q3	–	Sell	-15,055	Closed	-$1.35M	–	9637
2019 Q2	$1.35M	Sell	15,055 -21,217	-58%	-$1.91M	﹤0.01%	5192
2019 Q1	$3.23M	Buy	+36,272	New	+$3.05M	﹤0.01%	3636
2017 Q3	–	Sell	-28,560	Closed	-$2.26M	–	7928
2017 Q2	$2.26M	Buy	28,560 +16,310	+133%	+$1.27M	﹤0.01%	3019
2017 Q1	$942K	Buy	12,250 +6,016	+97%	+$457K	﹤0.01%	4092
2016 Q4	$470K	Buy	+6,234	New	+$464K	﹤0.01%	4999
2015 Q3	–	Sell	-6,922	Closed	-$472K	–	9161
2015 Q2	$472K	Buy	+6,922	New	+$497K	﹤0.01%	5060

Other funds holding PSR

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 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 $281M AUM 22.97% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 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 $832M AUM 20.55% 1-Year Est. Return

Ken Griffin's PSR Position: Q1 2026 in Review

Ken Griffin opened a new position in Invesco Active US Real Estate Fund (PSR) in Q1 2026: 6,352 shares worth $588K. The stake represents ﹤0.01% of the portfolio and ranks #8907 among its holdings. This is a return to the name: Ken Griffin previously reported a position in PSR as recently as Q3 2025.

Ken Griffin first reported a position in PSR in Q2 2015 and has held it in 23 quarters since. The position peaked at $3.52M in Q2 2020. 47 funds tracked by Wall St. Rank hold PSR as of Q1 2026.

Ken Griffin held 6,352 shares of Invesco Active US Real Estate Fund worth $588K as of Q1 2026.
Invesco Active US Real Estate Fund was a new Ken Griffin position in Q1 2026.
Invesco Active US Real Estate Fund made up ﹤0.01% of Ken Griffin's portfolio in Q1 2026, its #8907 holding.
Ken Griffin first reported a position in Invesco Active US Real Estate Fund in Q2 2015 and has held it in 23 quarters since.
Ken Griffin's Invesco Active US Real Estate Fund position peaked at $3.52M in Q2 2020.
47 funds tracked by Wall St. Rank held Invesco Active US Real Estate Fund as of Q1 2026.

Based on Citadel Advisors's 13F filing for Q1 2026, filed 15 May 2026.