Steward Partners Investment Advisory’s Invesco Active US Real Estate Fund PSR Stock Holding History

Steward Partners Investment Advisory’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	$393K	Buy	4,244 +53	+1%	+$5.02K	﹤0.01%	1646
2025 Q4	$379K	Sell	4,191 -1,216	-22%	-$111K	﹤0.01%	1580
2025 Q3	$501K	Sell	5,407 -477	-8%	-$43.9K	﹤0.01%	1375
2025 Q2	$537K	Buy	5,884 +56	+1%	+$5.07K	﹤0.01%	1265
2025 Q1	$539K	Sell	5,828 -108	-2%	-$9.92K	﹤0.01%	1187
2024 Q4	$536K	Sell	5,936 -403	-6%	-$38.5K	﹤0.01%	1121
2024 Q3	$624K	Sell	6,339 -123	-2%	-$11.5K	0.01%	1022
2024 Q2	$553K	Sell	6,462 -37,713	-85%	-$3.17M	0.01%	1026
2024 Q1	$3.89M	Buy	44,175 +4,875	+12%	+$428K	0.04%	395
2023 Q4	$3.59M	Sell	39,300 -1,853	-5%	-$153K	0.05%	353
2023 Q3	$3.25M	Buy	41,153 +1,018	+3%	+$87K	0.05%	347
2023 Q2	$3.48M	Buy	40,135 +328	+0.8%	+$27.9K	0.05%	338
2023 Q1	$3.48M	Buy	39,807 +3,037	+8%	+$275K	0.06%	334
2022 Q4	$3.2M	Sell	36,770 -3,462	-9%	-$302K	0.05%	339
2022 Q3	$3.42M	Buy	40,232 +3,630	+10%	+$355K	0.06%	301
2022 Q2	$3.49M	Buy	36,602 +1,479	+4%	+$154K	0.06%	299
2022 Q1	$3.92M	Buy	35,123 +9,971	+40%	+$1.08M	0.06%	312
2021 Q4	$3.02M	Buy	25,152 +16,005	+175%	+$1.78M	0.05%	377
2021 Q3	$943K	Buy	9,147 +60	+0.7%	+$6.47K	0.02%	680
2021 Q2	$941K	Sell	9,087 -1,210	-12%	-$122K	0.02%	694
2021 Q1	$963K	Sell	10,297 -14,189	-58%	-$1.27M	0.02%	661
2020 Q4	$2.13M	Buy	24,486 +799	+3%	+$67.6K	0.05%	353
2020 Q3	$1.92M	Buy	23,687 +778	+3%	+$64K	0.05%	332
2020 Q2	$1.85M	Buy	22,909 +3,381	+17%	+$263K	0.05%	319
2020 Q1	$1.4M	Buy	+19,528	New	+$1.77M	0.05%	318

Other funds holding PSR

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

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

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

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

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 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

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

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

AFA

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

Steward Partners Investment Advisory's PSR Position: Q1 2026 in Review

Steward Partners Investment Advisory increased its Invesco Active US Real Estate Fund (PSR) stake by 1.3% in Q1 2026, buying an estimated $5.02K and bringing the position to 4,244 shares worth $393K. The position accounts for ﹤0.01% of the portfolio, ranked #1646.

Steward Partners Investment Advisory first reported a position in PSR in Q1 2020 and has held it in 25 quarters since. The position peaked at $3.92M in Q1 2022. 47 funds tracked by Wall St. Rank hold PSR as of Q1 2026.

Steward Partners Investment Advisory held 4,244 shares of Invesco Active US Real Estate Fund worth $393K as of Q1 2026.
Steward Partners Investment Advisory bought 53 Invesco Active US Real Estate Fund shares in Q1 2026, an estimated $5.02K.
Invesco Active US Real Estate Fund made up ﹤0.01% of Steward Partners Investment Advisory's portfolio in Q1 2026, its #1646 holding.
Steward Partners Investment Advisory first reported a position in Invesco Active US Real Estate Fund in Q1 2020 and has held it in 25 quarters since.
Steward Partners Investment Advisory's Invesco Active US Real Estate Fund position peaked at $3.92M in Q1 2022.
47 funds tracked by Wall St. Rank held Invesco Active US Real Estate Fund as of Q1 2026.

Based on Steward Partners Investment Advisory's 13F filing for Q1 2026, filed 8 May 2026.