Invesco Active US Real Estate Fund
57 hedge funds and large institutions have $65.4M invested in Invesco Active US Real Estate Fund in 2023 Q4 according to their latest regulatory filings, with 11 funds opening new positions, 16 increasing their positions, 16 reducing their positions, and 10 closing their positions.
27% more capital invested
Capital invested by funds: $51.6M → $65.4M (+$13.8M)
10.1% more ownership
Funds ownership: 56.92% → 67.03% (+10%)
10% more first-time investments, than exits
New positions opened: 11 | Existing positions closed: 10
2% more funds holding
Funds holding: 56 → 57 (+1)
0% more repeat investments, than reductions
Existing positions increased: 16 | Existing positions reduced: 16
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
MNBTD
Moody National Bank Trust Division
Galveston,
Texas
|
+$7.29M |
| 2 |
CA
Cambridge Associates
Boston,
Massachusetts
|
+$7.27M |
| 3 |
Morgan Stanley
New York
|
+$3.78M |
| 4 |
Invesco
Atlanta,
Georgia
|
+$3.75M |
| 5 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
+$2.04M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
APWA
Atlas Private Wealth Advisors
Matawan,
New Jersey
|
-$14.4M |
| 2 |
Koshinski Asset Management
Decatur,
Illinois
|
-$2.62M |
| 3 |
LPL Financial
San Diego,
California
|
-$963K |
| 4 |
Osaic Holdings
Scottsdale,
Arizona
|
-$868K |
| 5 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$839K |
PSR Hedge Fund Activity: Q4 2023 in Review
57 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in Invesco Active US Real Estate Fund (PSR) for Q4 2023, worth a combined $65.4M — up 27% from $51.6M a quarter earlier.
Buyers outnumbered sellers: 11 funds opened new PSR positions and 10 closed out — a net gain of 1 holder — while 16 added to existing stakes and 16 trimmed.
The largest buyer was Moody National Bank Trust Division, opening a new position worth an estimated $7.29M. The largest seller was Atlas Private Wealth Advisors, exiting entirely with an estimated $14.4M sold.
- 57 institutional investors held Invesco Active US Real Estate Fund (PSR) as of Q4 2023, up from 56 in Q3 2023.
- Funds reported $65.4M of Invesco Active US Real Estate Fund stock for Q4 2023, up 27% quarter-over-quarter.
- 11 funds opened new Invesco Active US Real Estate Fund positions in Q4 2023 and 10 closed out, a net change of +1 holder.
- The largest Invesco Active US Real Estate Fund buyer in Q4 2023 was Moody National Bank Trust Division, an estimated $7.29M added.
- The largest Invesco Active US Real Estate Fund seller in Q4 2023 was Atlas Private Wealth Advisors, an estimated $14.4M sold.
Based on aggregated 13F filings for Q4 2023.