Morgan Stanley
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Morgan Stanley’s Invesco Active US Real Estate Fund PSR Stock Holding History

Morgan Stanley’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 		$912K Sell
9,852
-12,514
-56% -$1.18M ﹤0.01% 5192
2025
Q4 		$2.02M Buy
22,366
+154
+0.7% +$14.1K ﹤0.01% 4800
2025
Q3 		$2.06M Buy
22,212
+141
+0.6% +$13K ﹤0.01% 4762
2025
Q2 		$2.02M Sell
22,071
-4,282
-16% -$388K ﹤0.01% 4696
2025
Q1 		$2.44M Buy
26,353
+220
+0.8% +$20.2K ﹤0.01% 4476
2024
Q4 		$2.36M Sell
26,133
-4,098
-14% -$392K ﹤0.01% 4589
2024
Q3 		$2.98M Buy
30,231
+2,421
+9% +$226K ﹤0.01% 4373
2024
Q2 		$2.38M Buy
27,810
+302
+1% +$25.4K ﹤0.01% 4446
2024
Q1 		$2.42M Sell
27,508
-51,294
-65% -$4.5M ﹤0.01% 4448
2023
Q4 		$7.21M Buy
78,802
+45,798
+139% +$3.78M ﹤0.01% 4145
2023
Q3 		$2.61M Sell
33,004
-3,366
-9% -$288K ﹤0.01% 4220
2023
Q2 		$3.15M Sell
36,370
-274
-0.7% -$23.3K ﹤0.01% 4108
2023
Q1 		$3.21M Buy
36,644
+1,845
+5% +$167K ﹤0.01% 4132
2022
Q4 		$3.03M Buy
34,799
+10,797
+45% +$941K ﹤0.01% 4158
2022
Q3 		$2.04M Sell
24,002
-35,255
-59% -$3.45M ﹤0.01% 4422
2022
Q2 		$5.66M Buy
59,257
+49,417
+502% +$5.14M ﹤0.01% 3654
2022
Q1 		$1.1M Buy
9,840
+775
+9% +$84.1K ﹤0.01% 4924
2021
Q4 		$1.09M Buy
9,065
+1,628
+22% +$181K ﹤0.01% 5010
2021
Q3 		$767K Buy
7,437
+3,263
+78% +$352K ﹤0.01% 5228
2021
Q2 		$432K Sell
4,174
-123
-3% -$12.4K ﹤0.01% 5617
2021
Q1 		$402K Buy
4,297
+730
+20% +$65.1K ﹤0.01% 5278
2020
Q4 		$310K Buy
3,567
+2,263
+174% +$191K ﹤0.01% 5352
2020
Q3 		$106K Sell
1,304
-76
-6% -$6.25K ﹤0.01% 5404
2020
Q2 		$111K Sell
1,380
-733
-35% -$57.1K ﹤0.01% 5356
2020
Q1 		$152K Sell
2,113
-6,768
-76% -$614K ﹤0.01% 4994
2019
Q4 		$850K Buy
8,881
+3,365
+61% +$321K ﹤0.01% 4625
2019
Q3 		$528K Sell
5,516
-2,395
-30% -$223K ﹤0.01% 4661
2019
Q2 		$710K Buy
7,911
+158
+2% +$14.2K ﹤0.01% 4420
2019
Q1 		$691K Sell
7,753
-1,762
-19% -$148K ﹤0.01% 4352
2018
Q4 		$726K Sell
9,515
-1,310
-12% -$105K ﹤0.01% 4527
2018
Q3 		$879K Sell
10,825
-347
-3% -$28.6K ﹤0.01% 4639
2018
Q2 		$914K Buy
11,172
+5,811
+108% +$453K ﹤0.01% 4683
2018
Q1 		$410K Sell
5,361
-219
-4% -$16.8K ﹤0.01% 5117
2017
Q4 		$458K Buy
5,580
+1,153
+26% +$93.9K ﹤0.01% 5023
2017
Q3 		$351K Sell
4,427
-320
-7% -$25.4K ﹤0.01% 5076
2017
Q2 		$375K Buy
4,747
+519
+12% +$40.5K ﹤0.01% 4982
2017
Q1 		$325K Sell
4,228
-602
-12% -$45.7K ﹤0.01% 5082
2016
Q4 		$363K Sell
4,830
-382
-7% -$28.4K ﹤0.01% 5098
2016
Q3 		$415K Sell
5,212
-61
-1% -$4.93K ﹤0.01% 4630
2016
Q2 		$420K Buy
5,273
+65
+1% +$4.91K ﹤0.01% 4524
2016
Q1 		$391K Sell
5,208
-4,206
-45% -$294K ﹤0.01% 4589
2015
Q4 		$685K Buy
9,414
+7,415
+371% +$538K ﹤0.01% 4328
2015
Q3 		$137K Buy
1,999
+438
+28% +$30.6K ﹤0.01% 5271
2015
Q2 		$107K Sell
1,561
-1,416
-48% -$102K ﹤0.01% 5546
2015
Q1 		$223K Sell
2,977
-13,364
-82% -$1.01M ﹤0.01% 5149
2014
Q4 		$1.22M Buy
16,341
+14,451
+765% +$1.02M ﹤0.01% 3988
2014
Q3 		$121K Buy
1,890
+464
+33% +$31K ﹤0.01% 5388
2014
Q2 		$95K Sell
1,426
-1,285
-47% -$82.7K ﹤0.01% 5521
2014
Q1 		$167K Sell
2,711
-5,961
-69% -$356K ﹤0.01% 5199
2013
Q4 		$493K Sell
8,672
-2,010
-19% -$117K ﹤0.01% 4453
2013
Q3 		$617K Sell
10,682
-1,397
-12% -$82.1K ﹤0.01% 4187
2013
Q2 		$725K Buy
+12,079
New +$759K ﹤0.01% 3987

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 $281M AUM 22.97% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
AFA
AA Financial Advisors Columbus, Ohio $832M AUM 20.55% 1-Year Est. Return
BC
Brio Consultants San Francisco, California $818M AUM 13.48% 1-Year Est. Return

Morgan Stanley's PSR Position: Q1 2026 in Review

Morgan Stanley reduced its Invesco Active US Real Estate Fund (PSR) stake by 56% in Q1 2026, selling an estimated $1.18M and leaving 9,852 shares worth $912K. The position accounts for ﹤0.01% of the portfolio, ranked #5192.

Morgan Stanley first reported a position in PSR in Q2 2013 and has held it in 52 quarters since. The position peaked at $7.21M in Q4 2023. 47 funds tracked by Wall St. Rank hold PSR as of Q1 2026.

  • Morgan Stanley held 9,852 shares of Invesco Active US Real Estate Fund worth $912K as of Q1 2026.
  • Morgan Stanley sold 12,514 Invesco Active US Real Estate Fund shares in Q1 2026, an estimated $1.18M.
  • Invesco Active US Real Estate Fund made up ﹤0.01% of Morgan Stanley's portfolio in Q1 2026, its #5192 holding.
  • Morgan Stanley first reported a position in Invesco Active US Real Estate Fund in Q2 2013 and has held it in 52 quarters since.
  • Morgan Stanley's Invesco Active US Real Estate Fund position peaked at $7.21M in Q4 2023.
  • 47 funds tracked by Wall St. Rank held Invesco Active US Real Estate Fund as of Q1 2026.

Based on Morgan Stanley's 13F filing for Q1 2026, filed 15 May 2026.