Raymond James Financial
PSR icon

Raymond James Financial’s Invesco Active US Real Estate Fund PSR Stock Holding History

Raymond James Financial’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 		$1.32M Sell
14,260
-410
-3% -$38.8K ﹤0.01% 3659
2025
Q4 		$1.33M Buy
14,670
+10,752
+274% +$985K ﹤0.01% 3593
2025
Q3 		$363K Sell
3,918
-10,726
-73% -$986K ﹤0.01% 4304
2025
Q2 		$1.34M Buy
14,644
+382
+3% +$34.6K ﹤0.01% 3381
2025
Q1 		$1.32M Buy
14,262
+1,462
+11% +$134K ﹤0.01% 3289
2024
Q4 		$1.16M Buy
+12,800
New +$1.22M ﹤0.01% 3353

Other funds holding PSR

Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 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 22.96% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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

Raymond James Financial's PSR Position: Q1 2026 in Review

Raymond James Financial reduced its Invesco Active US Real Estate Fund (PSR) stake by 2.8% in Q1 2026, selling an estimated $38.8K and leaving 14,260 shares worth $1.32M. The position accounts for ﹤0.01% of the portfolio, ranked #3659.

Raymond James Financial first reported a position in PSR in Q4 2024 and has held it in 6 quarters since. The position peaked at $1.34M in Q2 2025. 47 funds tracked by Wall St. Rank hold PSR as of Q1 2026.

  • Raymond James Financial held 14,260 shares of Invesco Active US Real Estate Fund worth $1.32M as of Q1 2026.
  • Raymond James Financial sold 410 Invesco Active US Real Estate Fund shares in Q1 2026, an estimated $38.8K.
  • Invesco Active US Real Estate Fund made up ﹤0.01% of Raymond James Financial's portfolio in Q1 2026, its #3659 holding.
  • Raymond James Financial first reported a position in Invesco Active US Real Estate Fund in Q4 2024 and has held it in 6 quarters since.
  • Raymond James Financial's Invesco Active US Real Estate Fund position peaked at $1.34M in Q2 2025.
  • 47 funds tracked by Wall St. Rank held Invesco Active US Real Estate Fund as of Q1 2026.

Based on Raymond James Financial's 13F filing for Q1 2026, filed 14 May 2026.