Wells Fargo
PSR icon

Wells Fargo’s Invesco Active US Real Estate Fund PSR Stock Holding History

Wells Fargo’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 		$125K Sell
1,353
-502
-27% -$47.5K ﹤0.01% 4978
2025
Q4 		$168K Sell
1,855
-41
-2% -$3.75K ﹤0.01% 5163
2025
Q3 		$176K Sell
1,896
-72
-4% -$6.62K ﹤0.01% 5004
2025
Q2 		$180K Sell
1,968
-6,970
-78% -$632K ﹤0.01% 4829
2025
Q1 		$827K Buy
8,938
+6,941
+348% +$637K ﹤0.01% 3773
2024
Q4 		$180K Buy
1,997
+62
+3% +$5.93K ﹤0.01% 4856
2024
Q3 		$191K Buy
1,935
+25
+1% +$2.33K ﹤0.01% 4611
2024
Q2 		$164K Sell
1,910
-162
-8% -$13.6K ﹤0.01% 4641
2024
Q1 		$183K Sell
2,072
-19,174
-90% -$1.68M ﹤0.01% 4528
2023
Q4 		$1.94M Buy
21,246
+231
+1% +$19.1K ﹤0.01% 2941
2023
Q3 		$1.66M Sell
21,015
-687
-3% -$58.7K ﹤0.01% 2941
2023
Q2 		$1.88M Sell
21,702
-484
-2% -$41.2K ﹤0.01% 2965
2023
Q1 		$1.94M Sell
22,186
-15,751
-42% -$1.43M ﹤0.01% 2890
2022
Q4 		$3.3M Buy
37,937
+20,652
+119% +$1.8M ﹤0.01% 2380
2022
Q3 		$1.47M Buy
17,285
+10,763
+165% +$1.05M ﹤0.01% 2972
2022
Q2 		$623K Sell
6,522
-547
-8% -$56.8K ﹤0.01% 3603
2022
Q1 		$790K Buy
7,069
+4,956
+235% +$538K ﹤0.01% 4080
2021
Q4 		$254K Sell
2,113
-1
-0% -$111 ﹤0.01% 5129
2021
Q3 		$218K Sell
2,114
-236
-10% -$25.5K ﹤0.01% 5061
2021
Q2 		$244K Sell
2,350
-1,349
-36% -$136K ﹤0.01% 4943
2021
Q1 		$346K Sell
3,699
-1,050
-22% -$93.7K ﹤0.01% 4884
2020
Q4 		$413K Sell
4,749
-5,478
-54% -$463K ﹤0.01% 4655
2020
Q3 		$830K Sell
10,227
-2,183
-18% -$180K ﹤0.01% 3999
2020
Q2 		$1M Buy
12,410
+216
+2% +$16.8K ﹤0.01% 3816
2020
Q1 		$875K Sell
12,194
-1,345
-10% -$122K ﹤0.01% 3629
2019
Q4 		$1.3M Sell
13,539
-5,494
-29% -$524K ﹤0.01% 3679
2019
Q3 		$1.82M Sell
19,033
-1,752
-8% -$163K ﹤0.01% 3408
2019
Q2 		$1.87M Buy
20,785
+3,603
+21% +$324K ﹤0.01% 3430
2019
Q1 		$1.53M Buy
17,182
+1,817
+12% +$153K ﹤0.01% 3567
2018
Q4 		$1.17M Buy
15,365
+3,045
+25% +$244K ﹤0.01% 3712
2018
Q3 		$1M Sell
12,320
-2,527
-17% -$209K ﹤0.01% 3971
2018
Q2 		$1.22M Buy
14,847
+1,215
+9% +$94.7K ﹤0.01% 3851
2018
Q1 		$1.04M Buy
13,632
+2,152
+19% +$165K ﹤0.01% 3886
2017
Q4 		$942K Sell
11,480
-6,191
-35% -$504K ﹤0.01% 3973
2017
Q3 		$1.4M Buy
17,671
+14,517
+460% +$1.15M ﹤0.01% 3590
2017
Q2 		$249K Buy
3,154
+536
+20% +$41.9K ﹤0.01% 4647
2017
Q1 		$201K Sell
2,618
-38
-1% -$2.89K ﹤0.01% 4814
2016
Q4 		$199K Buy
2,656
+2,341
+743% +$174K ﹤0.01% 4787
2016
Q3 		$25K Buy
315
+93
+42% +$7.52K ﹤0.01% 5539
2016
Q2 		$18K Sell
222
-308
-58% -$23.2K ﹤0.01% 5516
2016
Q1 		$40K Sell
530
-20,830
-98% -$1.46M ﹤0.01% 5305
2015
Q4 		$1.55M Sell
21,360
-15,110
-41% -$1.1M ﹤0.01% 3177
2015
Q3 		$2.51M Buy
36,470
+34,625
+1,877% +$2.42M ﹤0.01% 2831
2015
Q2 		$126K Sell
1,845
-12
-0.6% -$861 ﹤0.01% 4899
2015
Q1 		$140K Sell
1,857
-379
-17% -$28.8K ﹤0.01% 4598
2014
Q4 		$167K Sell
2,236
-1,787
-44% -$126K ﹤0.01% 4516
2014
Q3 		$260K Buy
4,023
+3,733
+1,287% +$250K ﹤0.01% 4233
2014
Q2 		$19K Buy
290
+200
+222% +$12.9K ﹤0.01% 5400
2014
Q1 		$5K Sell
90
-116
-56% -$6.93K ﹤0.01% 5541
2013
Q4 		$12K Sell
206
-1
-0.5% -$58 ﹤0.01% 5153
2013
Q3 		$12K Sell
207
-7,209
-97% -$424K ﹤0.01% 5084
2013
Q2 		$445K Buy
+7,416
New +$466K ﹤0.01% 3756

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

Wells Fargo's PSR Position: Q1 2026 in Review

Wells Fargo reduced its Invesco Active US Real Estate Fund (PSR) stake by 27% in Q1 2026, selling an estimated $47.5K and leaving 1,353 shares worth $125K. The position accounts for ﹤0.01% of the portfolio, ranked #4978.

Wells Fargo first reported a position in PSR in Q2 2013 and has held it in 52 quarters since. The position peaked at $3.3M in Q4 2022. 47 funds tracked by Wall St. Rank hold PSR as of Q1 2026.

  • Wells Fargo held 1,353 shares of Invesco Active US Real Estate Fund worth $125K as of Q1 2026.
  • Wells Fargo sold 502 Invesco Active US Real Estate Fund shares in Q1 2026, an estimated $47.5K.
  • Invesco Active US Real Estate Fund made up ﹤0.01% of Wells Fargo's portfolio in Q1 2026, its #4978 holding.
  • Wells Fargo first reported a position in Invesco Active US Real Estate Fund in Q2 2013 and has held it in 52 quarters since.
  • Wells Fargo's Invesco Active US Real Estate Fund position peaked at $3.3M in Q4 2022.
  • 47 funds tracked by Wall St. Rank held Invesco Active US Real Estate Fund as of Q1 2026.

Based on Wells Fargo's 13F filing for Q1 2026, filed 11 May 2026.