Who Owns INVESCO ACTIVE U.S. REAL ESTATE FUND (PSR)? -- Institutional Holders (2026-06-30)

50 institutions reported holding $32.1M of INVESCO ACTIVE U.S. REAL ESTATE FUND (PSR) in SEC 13F filings for 2026-06-30. Largest institutional holders: LPL Financial LLC ($9.8M), Cetera Investment Advisers ($7.1M), RAYMOND JAMES FINANCIAL INC ($1.5M), ENVESTNET ASSET MANAGEMENT INC ($1.4M), Royal Bank of Canada ($1.3M). Source: SEC Form 13F.

RankInstitutionValueSharesChange
1LPL Financial LLC$9.8M95,394Added
2Cetera Investment Advisers$7.1M68,772Added
3RAYMOND JAMES FINANCIAL INC$1.5M14,304Added
4ENVESTNET ASSET MANAGEMENT INC$1.4M13,880Added
5Royal Bank of Canada$1.3M12,754Trimmed
6Montz Harcus Wealth Management LLC$1.2M11,688Added
7Kestra Advisory Services, LLC$1.0M9,981Added
8MORGAN STANLEY$854,2118,328Trimmed
9AA Financial Advisors, LLC$732,2547,139Trimmed
10Brio Consultants, LLC$714,7806,969Added
11SUSQUEHANNA INTERNATIONAL GROUP, LLP$657,5826,411Trimmed
12OSAIC HOLDINGS, INC.$535,5535,221Trimmed
13Ameritas Investment Partners, Inc.$519,5845,066Trimmed
14Merit Financial Group, LLC$517,8905,049Added
15Steward Partners Investment Advisory, LLC$407,9253,977Trimmed
16JONES FINANCIAL COMPANIES LLLP$399,5553,804Trimmed
17GOLDMAN SACHS GROUP INC$398,8993,889Hold
18Gateway Wealth Partners, LLC$358,0843,491Trimmed
19Cambridge Investment Research Advisors, Inc.$332,0003,240Added
20J.W. COLE ADVISORS, INC.$331,4953,232Added
21GLENMEDE TRUST CO NA$305,3532,977Trimmed
22LongView Wealth Management$275,1982,683Added
23PACIFIC SUN FINANCIAL CORP$246,1702,400Trimmed
24CreativeOne Wealth, LLC$208,9302,037Trimmed
25MML INVESTORS SERVICES, LLC$204,6221,995New

来源：SEC 13F 申报文件 · 截至 2026-06-30