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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
Q2 		$408K Sell
3,977
-267
-6% -$27K ﹤0.01% 1819
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

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
MHWM
Montz Harcus Wealth Management New Orleans, Louisiana $281M AUM 22.97% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
AFA
AA Financial Advisors Columbus, Ohio $832M AUM 20.55% 1-Year Est. Return
BC
Brio Consultants San Francisco, California $853M AUM 15.61% 1-Year Est. Return

Steward Partners Investment Advisory's PSR Position: Q2 2026 in Review

Steward Partners Investment Advisory reduced its Invesco Active US Real Estate Fund (PSR) stake by 6.3% in Q2 2026, selling an estimated $27K and leaving 3,977 shares worth $408K. The position accounts for ﹤0.01% of the portfolio, ranked #1819.

Steward Partners Investment Advisory first reported a position in PSR in Q1 2020 and has held it in 26 quarters since. The position peaked at $3.92M in Q1 2022. 44 funds tracked by Wall St. Rank hold PSR as of Q2 2026.

  • Steward Partners Investment Advisory held 3,977 shares of Invesco Active US Real Estate Fund worth $408K as of Q2 2026.
  • Steward Partners Investment Advisory sold 267 Invesco Active US Real Estate Fund shares in Q2 2026, an estimated $27K.
  • Invesco Active US Real Estate Fund made up ﹤0.01% of Steward Partners Investment Advisory's portfolio in Q2 2026, its #1819 holding.
  • Steward Partners Investment Advisory first reported a position in Invesco Active US Real Estate Fund in Q1 2020 and has held it in 26 quarters since.
  • Steward Partners Investment Advisory's Invesco Active US Real Estate Fund position peaked at $3.92M in Q1 2022.
  • 44 funds tracked by Wall St. Rank held Invesco Active US Real Estate Fund as of Q2 2026.

Based on Steward Partners Investment Advisory's 13F filing for Q2 2026, filed 13 Aug 2026.