Tower Research Capital (TRC)’s Invesco Active US Real Estate Fund PSR Stock Holding History

Tower Research Capital (TRC)’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	$340K	Sell	3,668 -750	-17%	-$71K	0.01%	1207
2025 Q4	$399K	Buy	4,418 +1,702	+63%	+$156K	0.01%	959
2025 Q3	$252K	Sell	2,716 -6,553	-71%	-$603K	0.01%	1303
2025 Q2	$846K	Sell	9,269 -1,493	-14%	-$135K	0.02%	628
2025 Q1	$996K	Buy	10,762 +1,368	+15%	+$126K	0.03%	499
2024 Q4	$848K	Buy	9,394 +7,146	+318%	+$683K	0.02%	714
2024 Q3	$221K	Sell	2,248 -12,069	-84%	-$1.13M	0.01%	1539
2024 Q2	$1.23M	Buy	14,317 +7,812	+120%	+$657K	0.02%	649
2024 Q1	$573K	Sell	6,505 -2,435	-27%	-$214K	0.01%	788
2023 Q4	$818K	Buy	8,940 +469	+6%	+$38.7K	0.01%	996
2023 Q3	$669K	Sell	8,471 -2,595	-23%	-$222K	0.02%	718
2023 Q2	$959K	Buy	11,066 +3,240	+41%	+$276K	0.03%	536
2023 Q1	$685K	Buy	7,826 +382	+5%	+$34.6K	0.02%	643
2022 Q4	$648K	Buy	7,444 +71	+1%	+$6.19K	0.03%	571
2022 Q3	$626K	Buy	7,373 +3,519	+91%	+$344K	0.01%	972
2022 Q2	$368K	Buy	3,854 +894	+30%	+$92.9K	0.01%	1332
2022 Q1	$331K	Buy	+2,960	New	+$321K	﹤0.01%	1420
2021 Q4	–	Sell	-5,661	Closed	-$584K	–	6477
2021 Q3	$584K	Buy	5,661 +3,144	+125%	+$339K	0.01%	874
2021 Q2	$261K	Buy	2,517 +2,126	+544%	+$214K	0.01%	1719
2021 Q1	$37K	Sell	391 -1,487	-79%	-$133K	﹤0.01%	3378
2020 Q4	$163K	Sell	1,878 -2,305	-55%	-$195K	0.01%	1888
2020 Q3	$339K	Sell	4,183 -1,228	-23%	-$101K	﹤0.01%	2073
2020 Q2	$436K	Buy	5,411 +2,945	+119%	+$229K	0.02%	1145
2020 Q1	$177K	Buy	+2,466	New	+$224K	0.01%	803
2015 Q2	–	Sell	-14	Closed	-$1K	–	4893
2015 Q1	$1K	Buy	+14	New	+$1.06K	﹤0.01%	4110
2014 Q3	–	Sell	-3	Closed	–	–	4797
2014 Q2	$0	Sell	3 -306	-99%	-$19.7K	﹤0.01%	4520
2014 Q1	$19K	Buy	+309	New	+$18.5K	﹤0.01%	1942

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

Tower Research Capital (TRC)'s PSR Position: Q1 2026 in Review

Tower Research Capital (TRC) reduced its Invesco Active US Real Estate Fund (PSR) stake by 17% in Q1 2026, selling an estimated $71K and leaving 3,668 shares worth $340K. The position accounts for 0.01% of the portfolio, ranked #1207.

Tower Research Capital (TRC) first reported a position in PSR in Q1 2014 and has held it in 27 quarters since. The position peaked at $1.23M in Q2 2024. 47 funds tracked by Wall St. Rank hold PSR as of Q1 2026.

Tower Research Capital (TRC) held 3,668 shares of Invesco Active US Real Estate Fund worth $340K as of Q1 2026.
Tower Research Capital (TRC) sold 750 Invesco Active US Real Estate Fund shares in Q1 2026, an estimated $71K.
Invesco Active US Real Estate Fund made up 0.01% of Tower Research Capital (TRC)'s portfolio in Q1 2026, its #1207 holding.
Tower Research Capital (TRC) first reported a position in Invesco Active US Real Estate Fund in Q1 2014 and has held it in 27 quarters since.
Tower Research Capital (TRC)'s Invesco Active US Real Estate Fund position peaked at $1.23M in Q2 2024.
47 funds tracked by Wall St. Rank held Invesco Active US Real Estate Fund as of Q1 2026.

Based on Tower Research Capital (TRC)'s 13F filing for Q1 2026, filed 15 May 2026.