MML Investors Services
PSR icon

MML Investors Services’s Invesco Active US Real Estate Fund PSR Stock Holding History

MML Investors 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
2026
Q1 		– Sell
-3,116
Closed -$281K – 3143
2025
Q4 		$281K Buy
3,116
+178
+6% +$16.3K ﹤0.01% 2674
2025
Q3 		$272K Buy
2,938
+169
+6% +$15.5K ﹤0.01% 2595
2025
Q2 		$253K Buy
2,769
+134
+5% +$12.1K ﹤0.01% 2528
2025
Q1 		$244K Buy
2,635
+12
+0.5% +$1.1K ﹤0.01% 2422
2024
Q4 		$237K Buy
2,623
+210
+9% +$20.1K ﹤0.01% 2405
2024
Q3 		$238K Buy
2,413
+12
+0.5% +$1.12K ﹤0.01% 2323
2024
Q2 		$206K Sell
2,401
-642
-21% -$54K ﹤0.01% 2329
2024
Q1 		$268K Buy
3,043
+134
+5% +$11.8K ﹤0.01% 2184
2023
Q4 		$266K Buy
2,909
+76
+3% +$6.28K ﹤0.01% 2127
2023
Q3 		$224K Sell
2,833
-2,624
-48% -$224K ﹤0.01% 2093
2023
Q2 		$473K Buy
5,457
+3,021
+124% +$257K ﹤0.01% 1667
2023
Q1 		$213K Sell
2,436
-989
-29% -$89.5K ﹤0.01% 1878
2022
Q4 		$298K Buy
+3,425
New +$299K ﹤0.01% 1783

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
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
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

MML Investors Services's PSR Position: Q1 2026 in Review

MML Investors Services sold out of Invesco Active US Real Estate Fund (PSR) in Q1 2026, closing a stake of 3,116 shares — an estimated $281K sold.

MML Investors Services first reported a position in PSR in Q4 2022 and held it in 13 quarters. The position peaked at $473K in Q2 2023. 47 funds tracked by Wall St. Rank hold PSR as of Q1 2026.

  • MML Investors Services reported no remaining Invesco Active US Real Estate Fund position as of Q1 2026 after selling out during the quarter.
  • MML Investors Services sold 3,116 Invesco Active US Real Estate Fund shares in Q1 2026, an estimated $281K.
  • MML Investors Services first reported a position in Invesco Active US Real Estate Fund in Q4 2022 and held it in 13 quarters.
  • MML Investors Services's Invesco Active US Real Estate Fund position peaked at $473K in Q2 2023.
  • 47 funds tracked by Wall St. Rank held Invesco Active US Real Estate Fund as of Q1 2026.

Based on MML Investors Services's 13F filing for Q1 2026, filed 4 May 2026.