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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
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

Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 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 $248M AUM 19.43% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 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 $710M AUM 18.48% 1-Year Est. Return

TD Capital Management's PSR Position: Q1 2026 in Review

TD Capital Management increased its Invesco Active US Real Estate Fund (PSR) stake by 0.95% in Q1 2026, buying an estimated $189 and bringing the position to 213 shares worth $19.7K. The position accounts for ﹤0.01% of the portfolio, ranked #371.

TD Capital Management first reported a position in PSR in Q4 2025 and has held it in 2 quarters since. 47 funds tracked by Wall St. Rank hold PSR as of Q1 2026.

  • TD Capital Management held 213 shares of Invesco Active US Real Estate Fund worth $19.7K as of Q1 2026.
  • TD Capital Management bought 2 Invesco Active US Real Estate Fund shares in Q1 2026, an estimated $189.
  • Invesco Active US Real Estate Fund made up ﹤0.01% of TD Capital Management's portfolio in Q1 2026, its #371 holding.
  • TD Capital Management first reported a position in Invesco Active US Real Estate Fund in Q4 2025 and has held it in 2 quarters since.
  • 47 funds tracked by Wall St. Rank held Invesco Active US Real Estate Fund as of Q1 2026.

Based on TD Capital Management's 13F filing for Q1 2026, filed 11 May 2026.