TD Capital Management
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
Q3 		$20.8K Buy
216
+1
+0.5% +$103 ﹤0.01% 363
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 $468B AUM 17.69% 1-Year Est. Return
Montz Harcus Wealth Management
Montz Harcus Wealth Management New Orleans, Louisiana $285M AUM 16.11% 1-Year Est. Return
Kestra Advisory Services
Kestra Advisory Services Austin, Texas $35.1B AUM 20.13% 1-Year Est. Return
Merit Financial Group
Merit Financial Group Alpharetta, Georgia $17.9B AUM 18.85% 1-Year Est. Return
AA Financial Advisors
AA Financial Advisors Columbus, Ohio $840M AUM 11.98% 1-Year Est. Return
J.W. Cole Advisors
J.W. Cole Advisors Tampa, Florida $5.93B AUM 23.96% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $45.2B AUM 20.72% 1-Year Est. Return
LongView Wealth Management
LongView Wealth Management Atlanta, Georgia $415M AUM 12.41% 1-Year Est. Return
Geneos Wealth Management
Geneos Wealth Management Englewood, Colorado $5.32B AUM 16.49% 1-Year Est. Return
Global Retirement Partners
Global Retirement Partners San Rafael, California $7.1B AUM

TD Capital Management's PSR Position: Q3 2026 in Review

TD Capital Management increased its Invesco Active US Real Estate Fund (PSR) stake by 0.47% in Q3 2026, buying an estimated $103 and bringing the position to 216 shares worth $20.8K. The position accounts for ﹤0.01% of the portfolio, ranked #363.

TD Capital Management first reported a position in PSR in Q4 2025 and has held it in 4 quarters since. The position peaked at $22K in Q2 2026. 22 funds tracked by Wall St. Rank hold PSR as of Q3 2026.

  • TD Capital Management held 216 shares of Invesco Active US Real Estate Fund worth $20.8K as of Q3 2026.
  • TD Capital Management bought 1 Invesco Active US Real Estate Fund share in Q3 2026, an estimated $103.
  • Invesco Active US Real Estate Fund made up ﹤0.01% of TD Capital Management's portfolio in Q3 2026, its #363 holding.
  • TD Capital Management first reported a position in Invesco Active US Real Estate Fund in Q4 2025 and has held it in 4 quarters since.
  • TD Capital Management's Invesco Active US Real Estate Fund position peaked at $22K in Q2 2026.
  • 22 funds tracked by Wall St. Rank held Invesco Active US Real Estate Fund as of Q3 2026.

Based on TD Capital Management's 13F filing for Q3 2026, filed 10 Nov 2026.