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
Q3 		$280K Buy
2,905
+222
+8% +$22.9K 0.07% 195
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

MHWM
Montz Harcus Wealth Management New Orleans, Louisiana $285M AUM 16.11% 1-Year Est. Return
AA Financial Advisors
AA Financial Advisors Columbus, Ohio $840M AUM 11.98% 1-Year Est. Return
CX Institutional
CX Institutional Auburn, Indiana $3.69B AUM 15.82% 1-Year Est. Return
Farther Finance Advisors
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
IFP Advisors
IFP Advisors Tampa, Florida $5.86B AUM 20.09% 1-Year Est. Return

LongView Wealth Management's PSR Position: Q3 2026 in Review

LongView Wealth Management increased its Invesco Active US Real Estate Fund (PSR) stake by 8.3% in Q3 2026, buying an estimated $22.9K and bringing the position to 2,905 shares worth $280K. The position accounts for 0.07% of the portfolio, ranked #195.

LongView Wealth Management first reported a position in PSR in Q3 2025 and has held it in 5 quarters since. 6 funds tracked by Wall St. Rank hold PSR as of Q3 2026.

  • LongView Wealth Management held 2,905 shares of Invesco Active US Real Estate Fund worth $280K as of Q3 2026.
  • LongView Wealth Management bought 222 Invesco Active US Real Estate Fund shares in Q3 2026, an estimated $22.9K.
  • Invesco Active US Real Estate Fund made up 0.07% of LongView Wealth Management's portfolio in Q3 2026, its #195 holding.
  • LongView Wealth Management first reported a position in Invesco Active US Real Estate Fund in Q3 2025 and has held it in 5 quarters since.
  • 6 funds tracked by Wall St. Rank held Invesco Active US Real Estate Fund as of Q3 2026.

Based on LongView Wealth Management's 13F filing for Q3 2026, filed 19 Oct 2026.