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Ladenburg Thalmann Financial Services’s Invesco Active US Real Estate Fund PSR Stock Holding History

Ladenburg Thalmann Financial 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
2019
Q4 		$1.05M Buy
11,235
+10,462
+1,353% +$999K 0.01% 1258
2019
Q3 		$74K Buy
773
+607
+366% +$56.6K ﹤0.01% 3153
2019
Q2 		$15K Buy
+166
New +$14.9K ﹤0.01% 4233
2018
Q3 		– Sell
-201
Closed -$15K – 5267
2018
Q2 		$15K Hold
201
– – ﹤0.01% 4006
2018
Q1 		$15K Buy
201
+1
+0.5% +$77 ﹤0.01% 4006
2017
Q4 		$16K Hold
200
– – ﹤0.01% 3924
2017
Q3 		$16K Hold
200
– – ﹤0.01% 3817
2017
Q2 		$16K Sell
200
-88
-31% -$6.87K ﹤0.01% 3742
2017
Q1 		$22K Sell
288
-83
-22% -$6.3K ﹤0.01% 3497
2016
Q4 		$28K Hold
371
– – ﹤0.01% 3261
2016
Q3 		$30K Hold
371
– – ﹤0.01% 3138
2016
Q2 		$30K Sell
371
-84
-18% -$6.34K ﹤0.01% 3064
2016
Q1 		$34K Hold
455
– – ﹤0.01% 2883
2015
Q4 		$33K Buy
455
+136
+43% +$9.87K ﹤0.01% 2875
2015
Q3 		$22K Hold
319
– – ﹤0.01% 3052
2015
Q2 		$22K Sell
319
-1,484
-82% -$106K ﹤0.01% 3182
2015
Q1 		$136K Buy
1,803
+1,484
+465% +$113K ﹤0.01% 1856
2014
Q4 		$24K Hold
319
– – ﹤0.01% 2874
2014
Q3 		$21K Hold
319
– – ﹤0.01% 2635
2014
Q2 		$21K Buy
319
+84
+36% +$5.4K ﹤0.01% 2634
2014
Q1 		$14K Sell
235
-507
-68% -$30.3K ﹤0.01% 2770
2013
Q4 		$42K Buy
742
+240
+48% +$14K ﹤0.01% 2033
2013
Q3 		$29K Sell
502
-534
-52% -$31.4K ﹤0.01% 2208
2013
Q2 		$62K Buy
+1,036
New +$65.1K ﹤0.01% 1578

Other funds holding PSR

BFG
Barber Financial Group Lenexa, Kansas $567M AUM 5.25% 1-Year Est. Return
BC
Brio Consultants San Francisco, California $818M AUM 13.48% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
LWAC
Laurel Wealth Advisors (California) Solana Beach, California $1.01B AUM 13.55% 1-Year Est. Return
UWM
USAdvisors Wealth Management Eden Prairie, Minnesota $301M AUM 15.03% 1-Year Est. Return
NCM
Niemann Capital Management Stateline, Nevada $788K AUM 23.27% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
WAS
Wealth Advisory Solutions Indiianapolis, Indiana $449M AUM 16.51% 1-Year Est. Return
AG
Advisor Group Phoenix, Arizona $14.5B AUM 24.86% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Ladenburg Thalmann Financial Services's PSR Position: Q4 2019 in Review

Ladenburg Thalmann Financial Services increased its Invesco Active US Real Estate Fund (PSR) stake by 1,353% in Q4 2019, buying an estimated $999K and bringing the position to 11,235 shares worth $1.05M. The position accounts for 0.01% of the portfolio, ranked #1258.

Ladenburg Thalmann Financial Services first reported a position in PSR in Q2 2013 and has held it in 24 quarters since. 43 funds tracked by Wall St. Rank hold PSR as of Q4 2019.

  • Ladenburg Thalmann Financial Services held 11,235 shares of Invesco Active US Real Estate Fund worth $1.05M as of Q4 2019.
  • Ladenburg Thalmann Financial Services bought 10,462 Invesco Active US Real Estate Fund shares in Q4 2019, an estimated $999K.
  • Invesco Active US Real Estate Fund made up 0.01% of Ladenburg Thalmann Financial Services's portfolio in Q4 2019, its #1258 holding.
  • Ladenburg Thalmann Financial Services first reported a position in Invesco Active US Real Estate Fund in Q2 2013 and has held it in 24 quarters since.
  • 43 funds tracked by Wall St. Rank held Invesco Active US Real Estate Fund as of Q4 2019.

Based on Ladenburg Thalmann Financial Services's 13F filing for Q4 2019, filed 14 Feb 2020.