INVESCO ACTIVE US REAL ESTAT (PSR) Institutional Shareholders
INVESCO ACTIVE US REAL ESTAT (PSR) is currently reported in institutional portfolios tracked by InsiderSet based on the latest available SEC Form 13F filings for the quarter ended June 30, 2026. The institutional investors covered on this page collectively reported approximately $51.15M in PSR holdings during the latest filing period.
Itau Unibanco Holding S.A. is currently the largest disclosed institutional shareholder of PSR tracked by InsiderSet, reporting ownership valued at approximately $28.46M in its March 31, 2026 SEC Form 13F filing. Based on current market prices and the latest disclosed share count, the position is now estimated to be worth approximately $4.91M, representing an estimated loss of -82.73% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 84% of the total disclosed PSR value among the investors covered in this analysis. Major shareholders include Itau Unibanco Holding S.A., Cetera Investment Advisers, Raymond James Financial Inc, and several other long-term asset managers with concentrated positions in INVESCO ACTIVE US REAL ESTAT (PSR).
This page ranks the largest institutional PSR shareholders using publicly disclosed SEC Form 13F data, including reported values, estimated current holding values, portfolio allocation percentages, ownership concentration metrics, and historical holding changes across major hedge funds and investment firms.
Institutional Holders
45
Total Reported Value
$51.15M
Largest Holder
Itau Unibanco Holding S.A.
Largest Position
$28.46M
Insider Transactions (90d)
0
Latest Filing Quarter
Q2 2026
New Institutional Positions
52
Funds Exiting Positions
0
| Name | Investor/Manager | Portfolio % | Quantity | Reported Balance | Current Estimated Value | Gain/loss Since Filing | Estimated Portfolio Performance |
|---|---|---|---|---|---|---|---|
| Itau Unibanco Holding S.A. | 0.70% | 46,330 | $28,462,836 | $4,914,927 | -$23,547,909 | -82.73% | |
| Cetera Investment Advisers | 0.01% | 58,028 | $5,373,331 | $6,155,912 | +$782,581 | +14.56% | |
| Raymond James Financial Inc | 0.00% | 14,260 | $1,320,469 | $1,512,775 | +$192,306 | +14.56% | |
| Lpl Financial Llc | 0.00% | 13,157 | $1,218,307 | $1,395,763 | +$177,456 | +14.57% | |
| Montz Harcus Wealth Management Llc | 0.43% | 11,688 | $1,198,818 | $1,239,924 | +$41,106 | +3.43% | |
| Royal Bank Of Canada | 0.00% | 12,892 | $1,193,000 | $1,367,650 | +$174,650 | +14.64% | |
| Susquehanna International Group, Llp | 0.00% | 12,867 | $1,191,478 | $1,364,998 | +$173,520 | +14.56% | |
| Kestra Advisory Services, Llc | 0.00% | 9,981 | $1,023,804 | $1,058,836 | +$35,032 | +3.42% | |
| Envestnet Asset Management Inc | 0.00% | 10,692 | $990,037 | $1,134,263 | +$144,226 | +14.57% | |
| Osaic Holdings, Inc. | 0.00% | 10,265 | $950,628 | $1,088,965 | +$138,337 | +14.55% | |
| Morgan Stanley | 0.00% | 9,852 | $912,290 | $1,045,151 | +$132,861 | +14.56% | |
| Aa Financial Advisors, Llc | 0.09% | 7,139 | $732,254 | $757,342 | +$25,088 | +3.43% | |
| Brio Consultants, Llc | 0.08% | 6,848 | $692,082 | $726,471 | +$34,389 | +4.97% | |
| Citadel Advisors Llc | 0.00% | 6,352 | $588,192 | $673,853 | +$85,661 | +14.56% | |
| Gateway Wealth Partners, Llc | 0.02% | 6,298 | $583,156 | $668,125 | +$84,969 | +14.57% | |
| Merit Financial Group, Llc | 0.00% | 5,049 | $517,890 | $535,624 | +$17,734 | +3.42% | |
| Ameritas Investment Partners, Inc. | 0.01% | 5,071 | $469,608 | $537,958 | +$68,350 | +14.55% | |
| Steward Partners Investment Advisory, Llc | 0.00% | 4,244 | $392,992 | $450,226 | +$57,234 | +14.56% | |
| Jones Financial Companies Lllp | 0.00% | 4,098 | $372,841 | $434,737 | +$61,896 | +16.60% | |
| Goldman Sachs Group Inc | 0.00% | 3,889 | $360,119 | $412,565 | +$52,446 | +14.56% | |
| Tower Research Capital Llc (Trc) | 0.01% | 3,668 | $339,655 | $389,121 | +$49,466 | +14.56% | |
| J.W. Cole Advisors, Inc. | 0.01% | 3,232 | $331,495 | $342,867 | +$11,372 | +3.43% | |
| Longview Wealth Management | 0.07% | 2,683 | $275,198 | $284,627 | +$9,429 | +3.43% | |
| Two Sigma Investments, Lp | 0.00% | 2,900 | $268,539 | $307,647 | +$39,108 | +14.56% | |
| Jane Street Group, Llc | 0.00% | 2,878 | $266,501 | $305,313 | +$38,812 | +14.56% | |
| Pacific Sun Financial Corp | 0.11% | 2,425 | $224,554 | $257,257 | +$32,703 | +14.56% | |
| Geneos Wealth Management Inc. | 0.01% | 2,382 | $220,573 | $252,695 | +$32,122 | +14.56% | |
| Creativeone Wealth, Llc | 0.01% | 2,354 | $217,924 | $249,725 | +$31,801 | +14.59% | |
| Wells Fargo & Company/Mn | 0.00% | 1,353 | $125,316 | $143,533 | +$18,217 | +14.54% | |
| Cva Family Office, Llc | 0.01% | 1,257 | $116,429 | $133,349 | +$16,920 | +14.53% | |
| Central Trust Co | 0.00% | 459 | $47,081 | $48,693 | +$1,612 | +3.42% | |
| Main Street Group, Ltd | 0.01% | 305 | $31,261 | $32,356 | +$1,095 | +3.50% | |
| Ubs Group Ag | 0.00% | 321 | $29,725 | $34,053 | +$4,328 | +14.56% | |
| Farther Finance Advisors, Llc | 0.00% | 207 | $21,224 | $21,960 | +$736 | +3.47% | |
| Parallel Advisors, Llc | 0.00% | 213 | $19,724 | $22,596 | +$2,872 | +14.56% | |
| Td Capital Management Llc | 0.00% | 213 | $19,716 | $22,596 | +$2,880 | +14.61% | |
| Harbour Investments, Inc. | 0.00% | 200 | $18,520 | $21,217 | +$2,697 | +14.56% | |
| Advisory Services Network, Llc | 0.00% | 122 | $11,316 | $12,942 | +$1,626 | +14.37% | |
| Independence Bank Of Kentucky | 0.00% | 100 | $10,257 | $10,609 | +$352 | +3.43% | |
| Ifp Advisors, Inc | 0.00% | 39 | $4,000 | $4,137 | +$137 | +3.43% | |
| Glass Jacobson Investment Advisors Llc | 0.00% | 35 | $3,590 | $3,713 | +$123 | +3.43% | |
| National Bank Of Canada | 0.00% | 35 | $3,299 | $3,713 | +$414 | +12.55% | |
| Ae Wealth Management Llc | 0.00% | 23 | $2,130 | $2,440 | +$310 | +14.55% | |
| Cambridge Investment Research Advisors, Inc. | 0.00% | 3,240 | $332 | $343,716 | +$343,384 | +103428.93% | |
| Cx Institutional | 0.00% | 290 | $30 | $30,765 | +$30,735 | +102449.03% |
Frequently asked questions about PSR
Who owns the most PSR stock?
The largest holders of PSR are typically major institutional investors such as asset managers and hedge funds reporting on Form 13F. The table above ranks tracked superinvestors by reported position size using the latest available filings for INVESCO ACTIVE US REAL ESTAT (PSR).
Is PSR widely held by superinvestors?
Many widely followed stocks like PSR appear across numerous superinvestor portfolios because of liquidity, index inclusion, and fundamentals. The holder count and table above show how broadly PSR is represented among the institutional managers we track.
What do “Current Estimated Value”, “Gain/loss Since Filing”, and “Estimated Portfolio Performance” mean?
Current Estimated Value is reported share quantity from the latest 13F times our most recent split-adjusted U.S. session close. Gain/loss Since Filing is that estimate minus the reported 13F dollar value; Estimated Portfolio Performance is that difference as a percent of the reported value. Green means the estimate is above the filing value; red means below (not purchase cost). If many filers share the same implied filing price per share, the performance % may match across rows. These are not official fund marks or live quotes.