TCM
PSR icon

TD Capital Management’s Invesco Active US Real Estate Fund PSR Stock Holding History

TD Capital Management’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 		$22K Buy
215
+2
+0.9% +$202 ﹤0.01% 350
2026
Q1 		$19.7K Buy
213
+2
+0.9% +$189 ﹤0.01% 371
2025
Q4 		$19.1K Buy
+211
New +$19.3K ﹤0.01% 359

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

TD Capital Management's PSR Position: Q2 2026 in Review

TD Capital Management increased its Invesco Active US Real Estate Fund (PSR) stake by 0.94% in Q2 2026, buying an estimated $202 and bringing the position to 215 shares worth $22K. The position accounts for ﹤0.01% of the portfolio, ranked #350.

TD Capital Management first reported a position in PSR in Q4 2025 and has held it in 3 quarters since. 44 funds tracked by Wall St. Rank hold PSR as of Q2 2026.

  • TD Capital Management held 215 shares of Invesco Active US Real Estate Fund worth $22K as of Q2 2026.
  • TD Capital Management bought 2 Invesco Active US Real Estate Fund shares in Q2 2026, an estimated $202.
  • Invesco Active US Real Estate Fund made up ﹤0.01% of TD Capital Management's portfolio in Q2 2026, its #350 holding.
  • TD Capital Management first reported a position in Invesco Active US Real Estate Fund in Q4 2025 and has held it in 3 quarters since.
  • 44 funds tracked by Wall St. Rank held Invesco Active US Real Estate Fund as of Q2 2026.

Based on TD Capital Management's 13F filing for Q2 2026, filed 6 Aug 2026.