RJA
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Raymond James & Associates’s Invesco Active US Real Estate Fund PSR Stock Holding History

Raymond James & Associates’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
2022
Q3 		– Sell
-2,234
Closed -$213K – 4102
2022
Q2 		$213K Hold
2,234
– – ﹤0.01% 3470
2022
Q1 		$250K Buy
2,234
+144
+7% +$15.6K ﹤0.01% 3536
2021
Q4 		$251K Sell
2,090
-1,072
-34% -$119K ﹤0.01% 3557
2021
Q3 		$326K Hold
3,162
– – ﹤0.01% 3354
2021
Q2 		$327K Hold
3,162
– – ﹤0.01% 3379
2021
Q1 		$296K Buy
3,162
+227
+8% +$20.3K ﹤0.01% 3366
2020
Q4 		$255K Hold
2,935
– – ﹤0.01% 3234
2020
Q3 		$238K Sell
2,935
-23,737
-89% -$1.95M ﹤0.01% 3098
2020
Q2 		$2.15M Buy
26,672
+3,645
+16% +$284K ﹤0.01% 1692
2020
Q1 		$1.65M Buy
23,027
+5,462
+31% +$495K ﹤0.01% 1682
2019
Q4 		$1.68M Buy
17,565
+448
+3% +$42.8K ﹤0.01% 1923
2019
Q3 		$1.64M Buy
+17,117
New +$1.6M ﹤0.01% 1889
2018
Q1 		– Sell
-5,493
Closed -$451K – 3562
2017
Q4 		$451K Buy
5,493
+70
+1% +$5.7K ﹤0.01% 2596
2017
Q3 		$430K Buy
5,423
+680
+14% +$54K ﹤0.01% 2564
2017
Q2 		$374K Buy
+4,743
New +$370K ﹤0.01% 2587

Other funds holding PSR

LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
FAIM
Financial Advocates Investment Management Olympia, Washington $178M AUM 21.03% 1-Year Est. Return
APWA
Atlas Private Wealth Advisors Matawan, New Jersey $425M AUM 14.73% 1-Year Est. Return
HW
Hedeker Wealth Lincolnshire, Illinois $474M AUM 41.25% 1-Year Est. Return
SPIA
Steward Partners Investment Advisory New York $19.6B AUM 22.89% 1-Year Est. Return
Koshinski Asset Management
Koshinski Asset Management Decatur, Illinois $1.6B AUM 20.7% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
AAS
Avantax Advisory Services Dallas, Texas $18.2B AUM 15.06% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
BWA
Beam Wealth Advisors Covington, Louisiana $402M AUM 20.08% 1-Year Est. Return

Raymond James & Associates's PSR Position: Q3 2022 in Review

Raymond James & Associates sold out of Invesco Active US Real Estate Fund (PSR) in Q3 2022, closing a stake of 2,234 shares — an estimated $213K sold.

Raymond James & Associates first reported a position in PSR in Q2 2017 and held it in 15 quarters. The position peaked at $2.15M in Q2 2020. 70 funds tracked by Wall St. Rank hold PSR as of Q3 2022.

  • Raymond James & Associates reported no remaining Invesco Active US Real Estate Fund position as of Q3 2022 after selling out during the quarter.
  • Raymond James & Associates sold 2,234 Invesco Active US Real Estate Fund shares in Q3 2022, an estimated $213K.
  • Raymond James & Associates first reported a position in Invesco Active US Real Estate Fund in Q2 2017 and held it in 15 quarters.
  • Raymond James & Associates's Invesco Active US Real Estate Fund position peaked at $2.15M in Q2 2020.
  • 70 funds tracked by Wall St. Rank held Invesco Active US Real Estate Fund as of Q3 2022.

Based on Raymond James & Associates's 13F filing for Q3 2022, filed 25 Oct 2022.