Who owns PSR?
Invesco Active U.S. Real Estate Fund · Invesco
44 institutions reported holding PSR, worth $32.4M, in Form 13F filings for June 30, 2026.
Top 10 institutional holders of PSR
| Firm | Location | Value | Shares | Change |
|---|---|---|---|---|
| LPL Financial LLC | Fort Mill, SC | $9.8M | 95,394 | +82,237 shares |
| Cetera Investment Advisers | Schaumburg, IL | $7.1M | 68,772 | +10,744 shares |
| Raymond James Financial Inc. | St. Petersburg, FL | $1.5M | 14,304 | +44 shares |
| Envestnet Asset Management Inc. | Berwyn, PA | $1.4M | 13,880 | +3,188 shares |
| Royal Bank of Canada | Toronto, Ontario, Canada | $1.3M | 12,754 | −138 shares |
| Montz Harcus Wealth Management LLC | New Orleans, LA | $1.2M | 11,688 | +990 shares |
| Kestra Advisory Services, LLC | Austin, TX | $1.0M | 9,981 | +7,331 shares |
| Morgan Stanley | New York, NY | $854K | 8,328 | −1,524 shares |
| AA Financial Advisors, LLC | Columbus, OH | $732K | 7,139 | −742 shares |
| Brio Consultants, LLC | San Francisco, CA | $715K | 6,969 | +121 shares |
From SEC Form 13F, for managers with $100M+ in US securities. Change compares June 30, 2026 with March 31, 2026. “New position” means no holding in the prior filing we have.
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Frequently asked questions
Who owns PSR?
44 institutional managers reported holding PSR in Form 13F filings for June 30, 2026, worth $32.4M in total. The largest reported position was held by LPL Financial LLC, at $9.8M.
Did institutions buy or sell PSR last quarter?
Reported 13F value rose 41.2% from March 31, 2026, which includes price moves as well as buying and selling. 4 firms reported a new position and 7 sold all of theirs.
What is a Form 13F?
A quarterly report filed with the SEC by institutional investment managers with $100 million or more in qualifying US securities. It lists their long positions at quarter end. It doesn't cover retail investors, cash, short positions, or managers under the threshold, so it shows part of a fund's ownership, not all of it.
How often is PSR ownership data updated?
13F filings are due 45 days after each quarter ends. The next set is due around mid-November. Positions can be up to about four and a half months old by the time a new set arrives.