Principal Securities’s Invesco Active US Real Estate Fund PSR Stock Holding History

Principal Securities’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 Q4	–	Sell	-183	Closed	-$16.9K	–	2969
2025 Q3	$16.9K	Buy	183 +1	+0.5%	+$92	﹤0.01%	2476
2025 Q2	$16.6K	Sell	182 -8	-4%	-$725	﹤0.01%	2410
2025 Q1	$17.1K	Hold	190	–	–	﹤0.01%	2293
2024 Q4	$17.1K	Buy	190 +164	+631%	+$15.7K	﹤0.01%	2290
2024 Q3	$2.56K	Hold	26	–	–	﹤0.01%	2879
2024 Q2	$2.23K	Hold	26	–	–	﹤0.01%	2886
2024 Q1	$2.29K	Buy	26 +10	+63%	+$878	﹤0.01%	2838
2023 Q4	$1.46K	Buy	+16	New	+$1.32K	﹤0.01%	2879

Other funds holding PSR

IUHSA

Itau Unibanco Holding S.A. Sao Paulo, Brazil $4.31B AUM 46.57% 1-Year Est. Return

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

Morgan Stanley New York $1.66T AUM 25.57% 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

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

MHWM

Montz Harcus Wealth Management New Orleans, Louisiana $248M AUM 19.43% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

AFA

AA Financial Advisors Columbus, Ohio $710M AUM 18.48% 1-Year Est. Return

Principal Securities's PSR Position: Q4 2025 in Review

Principal Securities sold out of Invesco Active US Real Estate Fund (PSR) in Q4 2025, closing a stake of 183 shares — an estimated $16.9K sold.

Principal Securities first reported a position in PSR in Q4 2023 and held it in 8 quarters. The position peaked at $17.1K in Q1 2025. 44 funds tracked by Wall St. Rank hold PSR as of Q4 2025.

Principal Securities reported no remaining Invesco Active US Real Estate Fund position as of Q4 2025 after selling out during the quarter.
Principal Securities sold 183 Invesco Active US Real Estate Fund shares in Q4 2025, an estimated $16.9K.
Principal Securities first reported a position in Invesco Active US Real Estate Fund in Q4 2023 and held it in 8 quarters.
Principal Securities's Invesco Active US Real Estate Fund position peaked at $17.1K in Q1 2025.
44 funds tracked by Wall St. Rank held Invesco Active US Real Estate Fund as of Q4 2025.

Based on Principal Securities's 13F filing for Q4 2025, filed 12 Feb 2026.