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 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

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

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

LPL Financial San Diego, California $377B AUM 19.32% 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 $248M AUM 19.43% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 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 $710M AUM 18.48% 1-Year Est. Return

Kestra Advisory Services's PSR Position: Q1 2026 in Review

Kestra Advisory Services increased its Invesco Active US Real Estate Fund (PSR) stake by 18% in Q1 2026, buying an estimated $38.2K and bringing the position to 2,650 shares worth $245K. The position accounts for ﹤0.01% of the portfolio, ranked #2786.

Kestra Advisory Services first reported a position in PSR in Q4 2020 and has held it in 9 quarters since. The position peaked at $1.78M in Q3 2024. 47 funds tracked by Wall St. Rank hold PSR as of Q1 2026.

Kestra Advisory Services held 2,650 shares of Invesco Active US Real Estate Fund worth $245K as of Q1 2026.
Kestra Advisory Services bought 404 Invesco Active US Real Estate Fund shares in Q1 2026, an estimated $38.2K.
Invesco Active US Real Estate Fund made up ﹤0.01% of Kestra Advisory Services's portfolio in Q1 2026, its #2786 holding.
Kestra Advisory Services first reported a position in Invesco Active US Real Estate Fund in Q4 2020 and has held it in 9 quarters since.
Kestra Advisory Services's Invesco Active US Real Estate Fund position peaked at $1.78M in Q3 2024.
47 funds tracked by Wall St. Rank held Invesco Active US Real Estate Fund as of Q1 2026.

Based on Kestra Advisory Services's 13F filing for Q1 2026, filed 30 Apr 2026.