Northwestern Mutual Wealth Management’s Invesco Active US Real Estate Fund PSR Stock Holding History

Northwestern Mutual 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
2025 Q2	–	Sell	-54	Closed	-$5K	–	3937
2025 Q1	$5K	Buy	+54	New	+$4.96K	﹤0.01%	2956
2023 Q2	–	Sell	-100	Closed	-$8.75K	–	3552
2023 Q1	$8.75K	Buy	+100	New	+$9.05K	﹤0.01%	2553
2022 Q3	–	Sell	-184	Closed	-$18K	–	3336
2022 Q2	$18K	Hold	184	–	–	﹤0.01%	2303
2022 Q1	$21K	Hold	184	–	–	﹤0.01%	2300
2021 Q4	$22K	Hold	184	–	–	﹤0.01%	2294
2021 Q3	$19K	Hold	184	–	–	﹤0.01%	2244
2021 Q2	$19K	Buy	+184	New	+$18.5K	﹤0.01%	2216
2015 Q1	–	Sell	-41	Closed	-$3K	–	1763
2014 Q4	$3K	Buy	+41	New	+$2.88K	﹤0.01%	1430

Other funds holding PSR

Koshinski Asset Management Decatur, Illinois $1.6B AUM 20.7% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

AAS

Avantax Advisory Services Dallas, Texas $18.2B AUM 15.06% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

SFC

Strategic Financial Concepts San Antonio, Texas $405M AUM 15.78% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

TRCT

Tower Research Capital (TRC) New York $3.85B AUM 32.11% 1-Year Est. Return

Northwestern Mutual Wealth Management's PSR Position: Q2 2025 in Review

Northwestern Mutual Wealth Management sold out of Invesco Active US Real Estate Fund (PSR) in Q2 2025, closing a stake of 54 shares — an estimated $5K sold.

Northwestern Mutual Wealth Management first reported a position in PSR in Q4 2014 and held it in 8 quarters. The position peaked at $22K in Q4 2021. 54 funds tracked by Wall St. Rank hold PSR as of Q2 2025.

Northwestern Mutual Wealth Management reported no remaining Invesco Active US Real Estate Fund position as of Q2 2025 after selling out during the quarter.
Northwestern Mutual Wealth Management sold 54 Invesco Active US Real Estate Fund shares in Q2 2025, an estimated $5K.
Northwestern Mutual Wealth Management first reported a position in Invesco Active US Real Estate Fund in Q4 2014 and held it in 8 quarters.
Northwestern Mutual Wealth Management's Invesco Active US Real Estate Fund position peaked at $22K in Q4 2021.
54 funds tracked by Wall St. Rank held Invesco Active US Real Estate Fund as of Q2 2025.

Based on Northwestern Mutual Wealth Management's 13F filing for Q2 2025, filed 13 Aug 2025.