William Blair & Company’s Invesco Active US Real Estate Fund PSR Stock Holding History

William Blair & Company’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
2025 Q4	–	Sell	-4	Closed	-$371	–	1927
2025 Q3	$371	Hold	4	–	–	﹤0.01%	1840
2025 Q2	$365	Buy	+4	New	+$362	﹤0.01%	1820
2025 Q1	–	Sell	-4	Closed	-$361	–	1870
2024 Q4	$361	Hold	4	–	–	﹤0.01%	1813
2024 Q3	$394	Hold	4	–	–	﹤0.01%	1818
2024 Q2	$342	Hold	4	–	–	﹤0.01%	1818
2024 Q1	$353	Hold	4	–	–	﹤0.01%	1781
2023 Q4	$366	Hold	4	–	–	﹤0.01%	1780
2023 Q3	$316	Hold	4	–	–	﹤0.01%	1785
2023 Q2	$347	Hold	4	–	–	﹤0.01%	1804
2023 Q1	$350	Hold	4	–	–	﹤0.01%	1799
2022 Q4	$348	Hold	4	–	–	﹤0.01%	1809
2022 Q3	$0	Hold	4	–	–	﹤0.01%	1874
2022 Q2	$0	Hold	4	–	–	﹤0.01%	1916
2022 Q1	$0	Sell	4 -90	-96%	-$9.77K	﹤0.01%	1981
2021 Q4	$11K	Hold	94	–	–	﹤0.01%	1888
2021 Q3	$10K	Hold	94	–	–	﹤0.01%	1803
2021 Q2	$10K	Hold	94	–	–	﹤0.01%	1815
2021 Q1	$9K	Sell	94 -92	-49%	-$8.21K	﹤0.01%	1795
2020 Q4	$16K	Buy	+186	New	+$15.7K	﹤0.01%	1716

Other funds holding PSR

IUHSA

Itau Unibanco Holding S.A. Sao Paulo, Brazil $4.31B AUM 46.57% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

MHWM

Montz Harcus Wealth Management New Orleans, Louisiana $281M AUM 22.97% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

AFA

AA Financial Advisors Columbus, Ohio $832M AUM 20.55% 1-Year Est. Return

William Blair & Company's PSR Position: Q4 2025 in Review

William Blair & Company sold out of Invesco Active US Real Estate Fund (PSR) in Q4 2025, closing a stake of 4 shares — an estimated $371 sold.

William Blair & Company first reported a position in PSR in Q4 2020 and held it in 19 quarters. The position peaked at $16K in Q4 2020. 44 funds tracked by Wall St. Rank hold PSR as of Q4 2025.

William Blair & Company reported no remaining Invesco Active US Real Estate Fund position as of Q4 2025 after selling out during the quarter.
William Blair & Company sold 4 Invesco Active US Real Estate Fund shares in Q4 2025, an estimated $371.
William Blair & Company first reported a position in Invesco Active US Real Estate Fund in Q4 2020 and held it in 19 quarters.
William Blair & Company's Invesco Active US Real Estate Fund position peaked at $16K in Q4 2020.
44 funds tracked by Wall St. Rank held Invesco Active US Real Estate Fund as of Q4 2025.

Based on William Blair & Company's 13F filing for Q4 2025, filed 17 Feb 2026.