UBS Group
PSR icon

UBS Group’s Invesco Active US Real Estate Fund PSR Stock Holding History

UBS Group’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 		$29.7K Buy
+321
New +$30.4K ﹤0.01% 7692
2025
Q4 		– Sell
-2,701
Closed -$250K – 11030
2025
Q3 		$250K Buy
2,701
+662
+32% +$60.9K ﹤0.01% 6537
2025
Q2 		$186K Buy
2,039
+1,974
+3,037% +$179K ﹤0.01% 6772
2025
Q1 		$6.01K Sell
65
-128
-66% -$11.8K ﹤0.01% 8938
2024
Q4 		$17.4K Buy
+193
New +$18.4K ﹤0.01% 7969
2024
Q3 		– Sell
-449
Closed -$38.4K – 9946
2024
Q2 		$38.4K Buy
+449
New +$37.8K ﹤0.01% 6890
2023
Q4 		– Sell
-299
Closed -$23.6K – 9770
2023
Q3 		$23.6K Sell
299
-2,512
-89% -$215K ﹤0.01% 6716
2023
Q2 		$244K Sell
2,811
-691
-20% -$58.8K ﹤0.01% 5354
2023
Q1 		$306K Buy
3,502
+1,550
+79% +$140K ﹤0.01% 5064
2022
Q4 		$170K Buy
1,952
+1,159
+146% +$101K ﹤0.01% 5598
2022
Q3 		$67K Sell
793
-208
-21% -$20.4K ﹤0.01% 6068
2022
Q2 		$96K Sell
1,001
-420
-30% -$43.6K ﹤0.01% 5466
2022
Q1 		$159K Buy
1,421
+1,418
+47,267% +$154K ﹤0.01% 5542
2021
Q4 		$0 Buy
+3
New +$334 ﹤0.01% 10595
2021
Q2 		– Sell
-4,232
Closed -$396K – 9720
2021
Q1 		$396K Buy
4,232
+4,159
+5,697% +$371K ﹤0.01% 5039
2020
Q4 		$6K Sell
73
-1,998
-96% -$169K ﹤0.01% 7769
2020
Q3 		$168K Sell
2,071
-2,122
-51% -$175K ﹤0.01% 4900
2020
Q2 		$338K Buy
4,193
+3,770
+891% +$293K ﹤0.01% 4429
2020
Q1 		$30K Buy
+423
New +$38.4K ﹤0.01% 6213
2019
Q2 		– Sell
-1,050
Closed -$94K – 8096
2019
Q1 		$94K Sell
1,050
-63
-6% -$5.29K ﹤0.01% 5110
2018
Q4 		$85K Buy
1,113
+707
+174% +$56.7K ﹤0.01% 5670
2018
Q3 		$33K Buy
406
+244
+151% +$20.1K ﹤0.01% 6471
2018
Q2 		$13K Sell
162
-428
-73% -$33.4K ﹤0.01% 6994
2018
Q1 		$45K Sell
590
-784
-57% -$60.2K ﹤0.01% 5794
2017
Q4 		$113K Sell
1,374
-701
-34% -$57.1K ﹤0.01% 5267
2017
Q3 		$164K Sell
2,075
-1,531
-42% -$122K ﹤0.01% 4984
2017
Q2 		$285K Buy
+3,606
New +$282K ﹤0.01% 4516
2017
Q1 		– Sell
-1,706
Closed -$128K – 7896
2016
Q4 		$128K Buy
1,706
+1,130
+196% +$84.2K ﹤0.01% 5120
2016
Q3 		$46K Sell
576
-41
-7% -$3.31K ﹤0.01% 5589
2016
Q2 		$49K Sell
617
-53
-8% -$4K ﹤0.01% 5536
2016
Q1 		$50K Buy
670
+171
+34% +$12K ﹤0.01% 5514
2015
Q4 		$36K Buy
+499
New +$36.2K ﹤0.01% 6146
2015
Q3 		– Sell
-1,246
Closed -$85K – 8580
2015
Q2 		$85K Buy
1,246
+494
+66% +$35.4K ﹤0.01% 5541
2015
Q1 		$57K Buy
752
+443
+143% +$33.6K ﹤0.01% 5921
2014
Q4 		$23K Buy
+309
New +$21.7K ﹤0.01% 7445

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 $281M AUM 22.97% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 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 $832M AUM 20.55% 1-Year Est. Return

UBS Group's PSR Position: Q1 2026 in Review

UBS Group opened a new position in Invesco Active US Real Estate Fund (PSR) in Q1 2026: 321 shares worth $29.7K. The stake represents ﹤0.01% of the portfolio and ranks #7692 among its holdings. This is a return to the name: UBS Group previously reported a position in PSR as recently as Q3 2025.

UBS Group first reported a position in PSR in Q4 2014 and has held it in 35 quarters since. The position peaked at $396K in Q1 2021. 47 funds tracked by Wall St. Rank hold PSR as of Q1 2026.

  • UBS Group held 321 shares of Invesco Active US Real Estate Fund worth $29.7K as of Q1 2026.
  • Invesco Active US Real Estate Fund was a new UBS Group position in Q1 2026.
  • Invesco Active US Real Estate Fund made up ﹤0.01% of UBS Group's portfolio in Q1 2026, its #7692 holding.
  • UBS Group first reported a position in Invesco Active US Real Estate Fund in Q4 2014 and has held it in 35 quarters since.
  • UBS Group's Invesco Active US Real Estate Fund position peaked at $396K in Q1 2021.
  • 47 funds tracked by Wall St. Rank held Invesco Active US Real Estate Fund as of Q1 2026.

Based on UBS Group's 13F filing for Q1 2026, filed 5 May 2026.