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Invesco Active US Real Estat (PSR)

Q2 2026 vs Q3 2026

Comparing institutional holders between quarters

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
CompareDetailedHistoricalFundsOptions13D/13GPeersTargetingTrading SummaryProfile
LPL Financial LLC
INCREASED
Shares97,565 from 95,394
Change+2,171 (+2%)
Value$9.4M (-$370.4K)
Filed 2026-11-06
Montz Harcus Wealth Management LLC
INCREASED
Shares11,860 from 11,688
Change+172 (+1%)
Value$1.1M (-$54.4K)
Filed 2026-10-09
Kestra Advisory Services, LLC
DECREASED
Shares9,092 from 9,981
Change-889 (-9%)
Value$877.3K (-$146.5K)
Filed 2026-11-02
Merit Financial Group, LLC
INCREASED
Shares7,272 from 5,049
Change+2,223 (+44%)
Value$701.7K (+$183.8K)
Filed 2026-11-06
AA Financial Advisors, LLC
DECREASED
Shares5,840 from 7,139
Change-1,299 (-18%)
Value$563.5K (-$168.7K)
Filed 2026-10-19
J.W. Cole Advisors, Inc.
INCREASED
Shares3,480 from 3,232
Change+248 (+8%)
Value$335.8K (+$4.3K)
Filed 2026-11-05
Cambridge Investment Research Advisors, Inc.
DECREASED
Shares3,205 from 3,240
Change-35 (-1%)
Value$309.0K (-$23.0K)
Filed 2026-11-02
LongView Wealth Management
INCREASED
Shares2,905 from 2,683
Change+222 (+8%)
Value$280.3K (+$5.1K)
Filed 2026-10-19
Central Trust Co
DECREASED
Shares375 from 459
Change-84 (-18%)
Value$36.2K (-$10.9K)
Filed 2026-11-05
Main Street Group, LTD
INCREASED
Shares307 from 305
Change+2 (+1%)
Value$29.6K (-$1.7K)
Filed 2026-10-28
CX Institutional
INCREASED
Shares296 from 290
Change+6 (+2%)
Value$29 (-$1)
Filed 2026-10-02
Parallel Advisors, LLC
UNCHANGED
Shares213 from 213
Change0 (0%)
Value$20.6K (-$1.3K)
Filed 2026-11-03
Farther Finance Advisors, LLC
INCREASED
Shares208 from 207
Change+1 (+0%)
Value$20.0K (-$1.2K)
Filed 2026-10-08
Independence Bank of Kentucky
UNCHANGED
Shares100 from 100
Change0 (0%)
Value$9.6K (-$608)
Filed 2026-10-26
EverSource Wealth Advisors, LLC
DECREASED
Shares76 from 78
Change-2 (-3%)
Value$7.3K (-$714)
Filed 2026-11-04
IFP Advisors, Inc
UNCHANGED
Shares39 from 39
Change0 (0%)
Value$3.8K (-$237)
Filed 2026-10-16
Glass Jacobson Investment Advisors llc
UNCHANGED
Shares35 from 35
Change0 (0%)
Value$3.4K (-$212)
Filed 2026-10-26
Clearstead Advisors, LLC
UNCHANGED
Shares24 from 24
Change0 (0%)
Value$2.3K (-$146)
Filed 2026-11-06
Cetera Investment Advisers
N/A
Shares— from 68,772
Change-68,772 (-100%)
Value—
Raymond James Financial Inc
N/A
Shares— from 14,304
Change-14,304 (-100%)
Value—
Envestnet Asset Management Inc
N/A
Shares— from 13,880
Change-13,880 (-100%)
Value—
Royal Bank of Canada
N/A
Shares— from 12,754
Change-12,754 (-100%)
Value—
Morgan Stanley
N/A
Shares— from 8,328
Change-8,328 (-100%)
Value—
Brio Consultants, LLC
N/A
Shares— from 6,969
Change-6,969 (-100%)
Value—
Susquehanna International Group, LLP
N/A
Shares— from 6,411
Change-6,411 (-100%)
Value—
Osaic Holdings, Inc.
N/A
Shares— from 5,221
Change-5,221 (-100%)
Value—
Ameritas Investment Partners, Inc.
N/A
Shares— from 5,066
Change-5,066 (-100%)
Value—
Steward Partners Investment Advisory, LLC
N/A
Shares— from 3,977
Change-3,977 (-100%)
Value—
Goldman Sachs Group Inc
N/A
Shares— from 3,889
Change-3,889 (-100%)
Value—
Jones Financial Companies Lllp
N/A
Shares— from 3,804
Change-3,804 (-100%)
Value—
Gateway Wealth Partners, LLC
N/A
Shares— from 3,491
Change-3,491 (-100%)
Value—
Glenmede Trust Co NA
N/A
Shares— from 2,977
Change-2,977 (-100%)
Value—
Pacific SUN Financial Corp
N/A
Shares— from 2,400
Change-2,400 (-100%)
Value—
CreativeOne Wealth, LLC
N/A
Shares— from 2,037
Change-2,037 (-100%)
Value—
MML Investors Services, LLC
N/A
Shares— from 1,995
Change-1,995 (-100%)
Value—
Tower Research Capital LLC (TRC)
N/A
Shares— from 1,940
Change-1,940 (-100%)
Value—
Geneos Wealth Management Inc.
N/A
Shares— from 1,807
Change-1,807 (-100%)
Value—
CVA Family Office, LLC
N/A
Shares— from 1,265
Change-1,265 (-100%)
Value—
Global Retirement Partners, LLC
N/A
Shares— from 800
Change-800 (-100%)
Value—
TD Capital Management LLC
N/A
Shares— from 215
Change-215 (-100%)
Value—
Harbour Investments, Inc.
N/A
Shares— from 200
Change-200 (-100%)
Value—
National Bank of Canada
N/A
Shares— from 35
Change-35 (-100%)
Value—
Wells Fargo & Company
N/A
Shares— from 1
Change-1 (-100%)
Value—
Status
LPL Financial LLC
INCREASED97,56595,394+2,171+2%$9.8M$9.4M-$370.4K2026-11-06
Montz Harcus Wealth Management LLC
INCREASED11,86011,688+172+1%$1.2M$1.1M-$54.4K2026-10-09
Kestra Advisory Services, LLC
DECREASED9,0929,981-889-9%$1.0M$877.3K-$146.5K2026-11-02
Merit Financial Group, LLC
INCREASED7,2725,049+2,223+44%$517.9K$701.7K+$183.8K2026-11-06
AA Financial Advisors, LLC
DECREASED5,8407,139-1,299-18%$732.3K$563.5K-$168.7K2026-10-19
J.W. Cole Advisors, Inc.
INCREASED3,4803,232+248+8%$331.5K$335.8K+$4.3K2026-11-05
Cambridge Investment Research Advisors, Inc.
DECREASED3,2053,240-35-1%$332.0K$309.0K-$23.0K2026-11-02
LongView Wealth Management
INCREASED2,9052,683+222+8%$275.2K$280.3K+$5.1K2026-10-19
Central Trust Co
DECREASED375459-84-18%$47.1K$36.2K-$10.9K2026-11-05
Main Street Group, LTD
INCREASED307305+2+1%$31.3K$29.6K-$1.7K2026-10-28
CX Institutional
INCREASED296290+6+2%$30$29-$12026-10-02
Parallel Advisors, LLC
UNCHANGED21321300%$21.8K$20.6K-$1.3K2026-11-03
Farther Finance Advisors, LLC
INCREASED208207+1+0%$21.2K$20.0K-$1.2K2026-10-08
Independence Bank of Kentucky
UNCHANGED10010000%$10.3K$9.6K-$6082026-10-26
EverSource Wealth Advisors, LLC
DECREASED7678-2-3%$8.0K$7.3K-$7142026-11-04
IFP Advisors, Inc
UNCHANGED393900%$4.0K$3.8K-$2372026-10-16
Glass Jacobson Investment Advisors llc
UNCHANGED353500%$3.6K$3.4K-$2122026-10-26
Clearstead Advisors, LLC
UNCHANGED242400%$2.5K$2.3K-$1462026-11-06
Cetera Investment Advisers
N/A—68,772-68,772-100%$7.1M———
Raymond James Financial Inc
N/A—14,304-14,304-100%$1.5M———
Envestnet Asset Management Inc
N/A—13,880-13,880-100%$1.4M———
Royal Bank of Canada
N/A—12,754-12,754-100%$1.3M———
Morgan Stanley
N/A—8,328-8,328-100%$854.2K———
Brio Consultants, LLC
N/A—6,969-6,969-100%$714.8K———
Susquehanna International Group, LLP
N/A—6,411-6,411-100%$657.6K———
Osaic Holdings, Inc.
N/A—5,221-5,221-100%$535.6K———
Ameritas Investment Partners, Inc.
N/A—5,066-5,066-100%$519.6K———
Steward Partners Investment Advisory, LLC
N/A—3,977-3,977-100%$407.9K———
Goldman Sachs Group Inc
N/A—3,889-3,889-100%$398.9K———
Jones Financial Companies Lllp
N/A—3,804-3,804-100%$399.6K———
Gateway Wealth Partners, LLC
N/A—3,491-3,491-100%$358.1K———
Glenmede Trust Co NA
N/A—2,977-2,977-100%$305.4K———
Pacific SUN Financial Corp
N/A—2,400-2,400-100%$246.2K———
CreativeOne Wealth, LLC
N/A—2,037-2,037-100%$208.9K———
MML Investors Services, LLC
N/A—1,995-1,995-100%$204.6K———
Tower Research Capital LLC (TRC)
N/A—1,940-1,940-100%$199.0K———
Geneos Wealth Management Inc.
N/A—1,807-1,807-100%$185.3K———
CVA Family Office, LLC
N/A—1,265-1,265-100%$129.8K———
Global Retirement Partners, LLC
N/A—800-800-100%$82.1K———
TD Capital Management LLC
N/A—215-215-100%$22.0K———
Harbour Investments, Inc.
N/A—200-200-100%$20.5K———
National Bank of Canada
N/A—35-35-100%$3.6K———
Wells Fargo & Company
N/A—1-1-100%$92———
Showing 43 of 43 institutions