LWM
PSR icon

LongView Wealth Management’s Invesco Active US Real Estate Fund PSR Stock Holding History

LongView Wealth 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
2026
Q2 		$275K Buy
2,683
+118
+5% +$11.9K 0.07% 193
2026
Q1 		$253K Buy
2,565
+155
+6% +$14.7K 0.06% 215
2025
Q4 		$220K Buy
2,410
+174
+8% +$15.9K 0.05% 241
2025
Q3 		$207K Buy
+2,236
New +$206K 0.06% 218

Other funds holding PSR

MFG
Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return
MSG
Main Street Group Glen Allen, Virginia $429M AUM 34.03% 1-Year Est. Return
CI
CX Institutional Auburn, Indiana $3.46B AUM 21.89% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return
IBOK
Independence Bank of Kentucky Owensboro, Kentucky $888M AUM 29.17% 1-Year Est. Return

LongView Wealth Management's PSR Position: Q2 2026 in Review

LongView Wealth Management increased its Invesco Active US Real Estate Fund (PSR) stake by 4.6% in Q2 2026, buying an estimated $11.9K and bringing the position to 2,683 shares worth $275K. The position accounts for 0.07% of the portfolio, ranked #193.

LongView Wealth Management first reported a position in PSR in Q3 2025 and has held it in 4 quarters since. 6 funds tracked by Wall St. Rank hold PSR as of Q2 2026.

  • LongView Wealth Management held 2,683 shares of Invesco Active US Real Estate Fund worth $275K as of Q2 2026.
  • LongView Wealth Management bought 118 Invesco Active US Real Estate Fund shares in Q2 2026, an estimated $11.9K.
  • Invesco Active US Real Estate Fund made up 0.07% of LongView Wealth Management's portfolio in Q2 2026, its #193 holding.
  • LongView Wealth Management first reported a position in Invesco Active US Real Estate Fund in Q3 2025 and has held it in 4 quarters since.
  • 6 funds tracked by Wall St. Rank held Invesco Active US Real Estate Fund as of Q2 2026.

Based on LongView Wealth Management's 13F filing for Q2 2026, filed 17 Jul 2026.