Kestra Advisory Services’s Invesco Active US Real Estate Fund PSR Stock Holding History

Kestra Advisory Services’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	$1.02M	Buy	9,981 +7,331	+277%	+$740K	﹤0.01%	1818
2026 Q1	$245K	Buy	2,650 +404	+18%	+$38.2K	﹤0.01%	2786
2025 Q4	$203K	Buy	2,246 +7	+0.3%	+$641	﹤0.01%	2877
2025 Q3	$207K	Buy	+2,239	New	+$206K	﹤0.01%	2726
2025 Q2	–	Sell	-2,548	Closed	-$236K	–	2954
2025 Q1	$236K	Buy	+2,548	New	+$234K	﹤0.01%	2360
2024 Q4	–	Sell	-18,021	Closed	-$1.78M	–	2786
2024 Q3	$1.78M	Sell	18,021 -383	-2%	-$35.8K	0.01%	1013
2024 Q2	$1.58M	Buy	+18,404	New	+$1.55M	0.01%	1086
2023 Q1	–	Sell	-2,355	Closed	-$205K	–	2263
2022 Q4	$205K	Buy	+2,355	New	+$205K	﹤0.01%	2010
2021 Q4	–	Sell	-7,284	Closed	-$751K	–	2156
2021 Q3	$751K	Buy	+7,284	New	+$786K	0.01%	1167
2021 Q1	–	Sell	-2,621	Closed	-$225K	–	2010
2020 Q4	$225K	Buy	+2,621	New	+$222K	﹤0.01%	1644

Other funds holding PSR

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

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

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

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

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

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

Brio Consultants San Francisco, California $853M AUM 15.61% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return

Kestra Advisory Services's PSR Position: Q2 2026 in Review

Kestra Advisory Services increased its Invesco Active US Real Estate Fund (PSR) stake by 277% in Q2 2026, buying an estimated $740K and bringing the position to 9,981 shares worth $1.02M. The position accounts for ﹤0.01% of the portfolio, ranked #1818.

Kestra Advisory Services first reported a position in PSR in Q4 2020 and has held it in 10 quarters since. The position peaked at $1.78M in Q3 2024. 44 funds tracked by Wall St. Rank hold PSR as of Q2 2026.

Kestra Advisory Services held 9,981 shares of Invesco Active US Real Estate Fund worth $1.02M as of Q2 2026.
Kestra Advisory Services bought 7,331 Invesco Active US Real Estate Fund shares in Q2 2026, an estimated $740K.
Invesco Active US Real Estate Fund made up ﹤0.01% of Kestra Advisory Services's portfolio in Q2 2026, its #1818 holding.
Kestra Advisory Services first reported a position in Invesco Active US Real Estate Fund in Q4 2020 and has held it in 10 quarters since.
Kestra Advisory Services's Invesco Active US Real Estate Fund position peaked at $1.78M in Q3 2024.
44 funds tracked by Wall St. Rank held Invesco Active US Real Estate Fund as of Q2 2026.

Based on Kestra Advisory Services's 13F filing for Q2 2026, filed 28 Jul 2026.