LPL Financial
PSR icon

LPL Financial’s Invesco Active US Real Estate Fund PSR Stock Holding History

LPL Financial’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 		$1.22M Sell
13,157
-7,453
-36% -$705K ﹤0.01% 4000
2025
Q4 		$1.86M Buy
20,610
+790
+4% +$72.4K ﹤0.01% 3486
2025
Q3 		$1.84M Buy
19,820
+1,277
+7% +$117K ﹤0.01% 3395
2025
Q2 		$1.69M Sell
18,543
-5,889
-24% -$534K ﹤0.01% 3283
2025
Q1 		$2.26M Sell
24,432
-16,049
-40% -$1.47M ﹤0.01% 2836
2024
Q4 		$3.65M Sell
40,481
-1,878
-4% -$180K ﹤0.01% 2330
2024
Q3 		$4.17M Sell
42,359
-2,275
-5% -$212K ﹤0.01% 2136
2024
Q2 		$3.82M Sell
44,634
-7,357
-14% -$619K ﹤0.01% 2071
2024
Q1 		$4.58M Sell
51,991
-2,618
-5% -$230K ﹤0.01% 1859
2023
Q4 		$5M Sell
54,609
-11,656
-18% -$963K ﹤0.01% 1687
2023
Q3 		$5.24M Sell
66,265
-7,780
-11% -$665K ﹤0.01% 1573
2023
Q2 		$6.42M Sell
74,045
-7,108
-9% -$605K ﹤0.01% 1436
2023
Q1 		$7.1M Sell
81,153
-12,220
-13% -$1.11M 0.01% 1294
2022
Q4 		$8.13M Buy
93,373
+22,298
+31% +$1.94M 0.01% 1155
2022
Q3 		$6.03M Buy
71,075
+6,929
+11% +$678K 0.01% 1251
2022
Q2 		$6.12M Buy
64,146
+2,994
+5% +$311K 0.01% 1251
2022
Q1 		$6.83M Buy
61,152
+12,763
+26% +$1.38M 0.01% 1249
2021
Q4 		$5.81M Buy
48,389
+2,262
+5% +$252K ﹤0.01% 1365
2021
Q3 		$4.76M Buy
46,127
+5,506
+14% +$594K ﹤0.01% 1427
2021
Q2 		$4.21M Buy
40,621
+19,995
+97% +$2.01M ﹤0.01% 1464
2021
Q1 		$1.93M Buy
20,626
+6,000
+41% +$535K ﹤0.01% 1861
2020
Q4 		$1.27M Buy
14,626
+3,866
+36% +$327K ﹤0.01% 2002
2020
Q3 		$872K Sell
10,760
-8,971
-45% -$738K ﹤0.01% 2050
2020
Q2 		$1.59M Sell
19,731
-17,835
-47% -$1.39M ﹤0.01% 1503
2020
Q1 		$2.7M Buy
37,566
+18,179
+94% +$1.65M 0.01% 1020
2019
Q4 		$1.86M Sell
19,387
-8,116
-30% -$775K ﹤0.01% 1406
2019
Q3 		$2.63M Buy
27,503
+445
+2% +$41.5K 0.01% 1097
2019
Q2 		$2.43M Buy
27,058
+6,890
+34% +$619K 0.01% 1144
2019
Q1 		$1.8M Buy
20,168
+14,606
+263% +$1.23M ﹤0.01% 1248
2018
Q4 		$425K Buy
5,562
+562
+11% +$45K ﹤0.01% 2176
2018
Q3 		$406K Buy
5,000
+1,659
+50% +$137K ﹤0.01% 2413
2018
Q2 		$273K Sell
3,341
-1,076
-24% -$83.9K ﹤0.01% 2737
2018
Q1 		$338K Sell
4,417
-5,341
-55% -$410K ﹤0.01% 2502
2017
Q4 		$801K Buy
9,758
+792
+9% +$64.5K ﹤0.01% 1698
2017
Q3 		$710K Sell
8,966
-131
-1% -$10.4K ﹤0.01% 1675
2017
Q2 		$718K Buy
9,097
+233
+3% +$18.2K ﹤0.01% 1607
2017
Q1 		$682K Sell
8,864
-195
-2% -$14.8K ﹤0.01% 1540
2016
Q4 		$680K Sell
9,059
-23
-0.3% -$1.71K 0.01% 1472
2016
Q3 		$699K Sell
9,082
-641
-7% -$51.8K 0.01% 1458
2016
Q2 		$780K Buy
9,723
+2,393
+33% +$181K 0.01% 1337
2016
Q1 		$546K Sell
7,330
-622
-8% -$43.5K ﹤0.01% 2106
2015
Q4 		$579K Buy
7,952
+3,806
+92% +$276K ﹤0.01% 2100
2015
Q3 		$294K Buy
4,146
+1,237
+43% +$86.4K ﹤0.01% 2213
2015
Q2 		$201K Buy
+2,909
New +$209K ﹤0.01% 2627

Other funds holding PSR

Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Susquehanna International Group
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
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Morgan Stanley
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
BC
Brio Consultants San Francisco, California $818M AUM 13.48% 1-Year Est. Return

LPL Financial's PSR Position: Q1 2026 in Review

LPL Financial reduced its Invesco Active US Real Estate Fund (PSR) stake by 36% in Q1 2026, selling an estimated $705K and leaving 13,157 shares worth $1.22M. The position accounts for ﹤0.01% of the portfolio, ranked #4000.

LPL Financial first reported a position in PSR in Q2 2015 and has held it in 44 quarters since. The position peaked at $8.13M in Q4 2022. 47 funds tracked by Wall St. Rank hold PSR as of Q1 2026.

  • LPL Financial held 13,157 shares of Invesco Active US Real Estate Fund worth $1.22M as of Q1 2026.
  • LPL Financial sold 7,453 Invesco Active US Real Estate Fund shares in Q1 2026, an estimated $705K.
  • Invesco Active US Real Estate Fund made up ﹤0.01% of LPL Financial's portfolio in Q1 2026, its #4000 holding.
  • LPL Financial first reported a position in Invesco Active US Real Estate Fund in Q2 2015 and has held it in 44 quarters since.
  • LPL Financial's Invesco Active US Real Estate Fund position peaked at $8.13M in Q4 2022.
  • 47 funds tracked by Wall St. Rank held Invesco Active US Real Estate Fund as of Q1 2026.

Based on LPL Financial's 13F filing for Q1 2026, filed 6 May 2026.