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Mutual Advisors’s Invesco Active US Real Estate Fund PSR Stock Holding History

Mutual Advisors’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
2023
Q4 		– Sell
-7,999
Closed -$632K – 1057
2023
Q3 		$632K Sell
7,999
-9,369
-54% -$801K 0.02% 553
2023
Q2 		$1.51M Buy
17,368
+1,148
+7% +$97.8K 0.06% 325
2023
Q1 		$1.42M Buy
16,220
+6,804
+72% +$616K 0.06% 332
2022
Q4 		$820K Buy
+9,416
New +$821K 0.04% 467

Other funds holding PSR

MNBTD
Moody National Bank Trust Division Galveston, Texas $1.21B AUM 38.93% 1-Year Est. Return
CA
Cambridge Associates Boston, Massachusetts $6.27B AUM 14.78% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
SPIA
Steward Partners Investment Advisory New York $19.6B AUM 22.89% 1-Year Est. Return
IUHSA
Itau Unibanco Holding S.A. Sao Paulo, Brazil $4.31B AUM 46.57% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.3B AUM 22.13% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Mutual Advisors's PSR Position: Q4 2023 in Review

Mutual Advisors sold out of Invesco Active US Real Estate Fund (PSR) in Q4 2023, closing a stake of 7,999 shares — an estimated $632K sold.

Mutual Advisors first reported a position in PSR in Q4 2022 and held it in 4 quarters. The position peaked at $1.51M in Q2 2023. 57 funds tracked by Wall St. Rank hold PSR as of Q4 2023.

  • Mutual Advisors reported no remaining Invesco Active US Real Estate Fund position as of Q4 2023 after selling out during the quarter.
  • Mutual Advisors sold 7,999 Invesco Active US Real Estate Fund shares in Q4 2023, an estimated $632K.
  • Mutual Advisors first reported a position in Invesco Active US Real Estate Fund in Q4 2022 and held it in 4 quarters.
  • Mutual Advisors's Invesco Active US Real Estate Fund position peaked at $1.51M in Q2 2023.
  • 57 funds tracked by Wall St. Rank held Invesco Active US Real Estate Fund as of Q4 2023.

Based on Mutual Advisors's 13F filing for Q4 2023, filed 12 Jan 2024.