Koshinski Asset Management
PSR icon

Koshinski Asset Management’s Invesco Active US Real Estate Fund PSR Stock Holding History

Koshinski Asset Management’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
2025
Q3 		– Sell
-29,684
Closed -$2.71M – 735
2025
Q2 		$2.71M Sell
29,684
-2,524
-8% -$229K 0.2% 107
2025
Q1 		$2.98M Buy
32,208
+1,102
+4% +$101K 0.25% 94
2024
Q4 		$2.81B Sell
31,106
-1,606
-5% -$154K 0.24% 92
2024
Q3 		$3.22M Buy
32,712
+436
+1% +$40.7K 0.28% 79
2024
Q2 		$2.76M Sell
32,276
-1,846
-5% -$155K 0.26% 82
2024
Q1 		$3.01M Buy
+34,122
New +$3M 0.31% 70
2023
Q4 		– Sell
-33,219
Closed -$2.62M – 608
2023
Q3 		$2.62M Sell
33,219
-5,541
-14% -$474K 0.3% 73
2023
Q2 		$3.36M Buy
+38,760
New +$3.3M 0.36% 63
2022
Q4 		– Sell
-39,136
Closed -$3.32M – 627
2022
Q3 		$3.32M Buy
39,136
+661
+2% +$64.7K 0.4% 59
2022
Q2 		$3.67M Sell
38,475
-199
-0.5% -$20.7K 0.37% 66
2022
Q1 		$4.32M Buy
38,674
+1,586
+4% +$172K 0.35% 61
2021
Q4 		$4.45M Sell
37,088
-2,609
-7% -$291K 0.36% 57
2021
Q3 		$4.09M Buy
39,697
+661
+2% +$71.3K 0.36% 59
2021
Q2 		$4.04M Buy
+39,036
New +$3.93M 0.51% 43

Other funds holding PSR

IUHSA
Itau Unibanco Holding S.A. Sao Paulo, Brazil $4.31B AUM 46.57% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
VF
Virtu Financial New York $2.41B AUM 48.35% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
MHWM
Montz Harcus Wealth Management New Orleans, Louisiana $248M AUM 19.43% 1-Year Est. Return
AFA
AA Financial Advisors Columbus, Ohio $710M AUM 18.48% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Koshinski Asset Management's PSR Position: Q3 2025 in Review

Koshinski Asset Management sold out of Invesco Active US Real Estate Fund (PSR) in Q3 2025, closing a stake of 29,684 shares — an estimated $2.71M sold.

Koshinski Asset Management first reported a position in PSR in Q2 2021 and held it in 14 quarters. The position peaked at $2.81B in Q4 2024. 50 funds tracked by Wall St. Rank hold PSR as of Q3 2025.

  • Koshinski Asset Management reported no remaining Invesco Active US Real Estate Fund position as of Q3 2025 after selling out during the quarter.
  • Koshinski Asset Management sold 29,684 Invesco Active US Real Estate Fund shares in Q3 2025, an estimated $2.71M.
  • Koshinski Asset Management first reported a position in Invesco Active US Real Estate Fund in Q2 2021 and held it in 14 quarters.
  • Koshinski Asset Management's Invesco Active US Real Estate Fund position peaked at $2.81B in Q4 2024.
  • 50 funds tracked by Wall St. Rank held Invesco Active US Real Estate Fund as of Q3 2025.

Based on Koshinski Asset Management's 13F filing for Q3 2025, filed 10 Nov 2025.