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Get Institutions for : 
Invesco Active Us Real Estate Fund (PSR)  
$82.68 0.69 (0.83%) as of 4:30 Wed 5/8


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Institutional Holders
Viewing Quarter :
  
Total Institutions: 57    1
Total shares held : 
 642,836  
% of shares held : 
 65.6%  
Changes In:
New/increased positions vs   
old/decreased positions : 
 0  
Amount of shares held : 
 -6,423  
% of shares held change : 
   -0.66%  
Quarter Price vs. Current Price:
Last Quarter's Starting Price : 
 $77.62  
Last Quarter's Ending Price : 
 $91.47  
Last Quarter's Average Price : 
 $82.60  
Change from last quarter's     
avg. price to the last closing  : 
0.08 (0.1%)  




 
All Securities Held :
Positions
     Shares
% Of
Total Shares
New Positions :
7
 190,779
 29.68%
 
Increased Positions :
17
 89,443
 13.91%
 
Unchanged Positions :
17
 12,584
 1.96%
 
Decreased Positions :
16
-50,315
-7.83%
 
Closed Positions :
8
-236,330
-36.76%
 
Guru Positions :
0
 0%
 
View holdings for period: 3-31-2022 View holdings for period: 6-30-2022 View holdings for period: 9-30-2022 View holdings for period: 12-31-2022 View holdings for period: 3-31-2023 View holdings for period: 6-30-2023 View holdings for period: 09-30-2023 View holdings for the current period

  Page 1 of 1  
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            Institution Name		 Portfolio
Position		 New/Closed
Position
Filing Date
Total Shares
Total Value
Change in Shares
File
   LPL FINANCIAL CORP 1677 - 2023-12-31 54,609 $4,995,000 -11,656
   Steward Partners Investment Advisory LLC 350 - 2023-12-31 39,300 $3,595,000 -1,853
   MOODY NATIONAL BANK TRUST DIVISION 105 - 2024-03-31 19,871 $1,752,000 -68,412
   H D Vest Advisory Services 553 - 2023-12-31 18,487 $1,691,000 -7,172
   Advisor Group Holdings Inc. 2358 - 2023-12-31 12,748 $1,166,000 -10,506
   RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC. 2022 - 2024-03-31 11,749 $1,036,000 -2,796
   SUSQUEHANNA INTERNATIONAL GROUP, LLP 3399 - 2023-12-31 7,121 $651,000 -10,163
   Stratos Wealth Advisors LLC 443 - 2024-03-31 6,113 $539,000 -825
   Geneos Wealth Management Inc. - 2024-03-31 4,759 $420,000 -1,518
   Cetera Investment Advisers 1595 - 2023-12-31 4,448 $407,000 -886
   CAMBRIDGE INVESTMENT RESEARCH ADVISORS INC 2497 - 2024-03-31 4,349 $383,000 -5,201
   Change Path LLC 428 - 2023-12-31 4,145 $379,000 -474
   BEAM Asset Management LLC 94 - 2024-03-31 3,051 $269,000 -172
   PACIFIC SUN FINANCIAL CORP - 2024-03-31 2,683 $237,000 -54
   IFP Advisors Inc 1275 - 2023-12-31 958 $88,000 -7
  15 Records found
  1    
  Page 1 of 1
Free Registration Required For Full Results

  
    
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