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Invesco Active US Real Estate Fund
PSR

49 hedge funds and large institutions have $36.7M invested in Invesco Active US Real Estate Fund in 2024 Q1 according to their latest regulatory filings, with 3 funds opening new positions, 18 increasing their positions, 17 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed

6% more repeat investments, than reductions

Existing positions increased: 18 | Existing positions reduced: 17

14% less funds holding

Funds holding: 57 → 49 (-8)

14.91% less ownership

Funds ownership: 67.03% → 52.12% (-15%)

44% less capital invested

Capital invested by funds: $65.4M → $36.7M (-$28.7M)

73% less first-time investments, than exits

New positions opened: 3 | Existing positions closed: 11

Holders
49
Holders Change
-8
Holders Change %
-14.04%
% of All Funds
0.71%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
3
Increased
18
Reduced
17
Closed
11
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Koshinski Asset Management
Koshinski Asset Management
Illinois
+$3M
2
SFC
Strategic Financial Concepts
Texas
+$926K
3
Susquehanna International Group
Susquehanna International Group
Pennsylvania
+$519K
4
CA
Cetera Advisors
Colorado
+$464K
5
SPIA
Steward Partners Investment Advisory
New York
+$428K

Top Sellers

Rank Fund Capital Flow
1
MNBTD
Moody National Bank Trust Division
Texas
-$6.01M
2
CA
Cambridge Associates
Massachusetts
-$5.99M
3
Morgan Stanley
Morgan Stanley
New York
-$4.5M
4
Invesco
Invesco
Georgia
-$4.27M
5
IUHSA
Itau Unibanco Holding S.A.
Brazil
-$2.13M
Name Holding Trade Value Shares
Change 		Change in
Stake
Cambridge Investment Research Advisors
26
Cambridge Investment Research Advisors
Iowa
$383K -$457K -5,201 -54%
CW
27
CreativeOne Wealth
Kansas
$379K +$12.7K +145 +3%
Envestnet Asset Management
28
Envestnet Asset Management
Illinois
$362K -$37.7K -430 -9%
Goldman Sachs
29
Goldman Sachs
New York
$343K – – –
MFG
30
Merit Financial Group
Georgia
$290K +$176 +2 +0.1%
BWA
31
Beam Wealth Advisors
Louisiana
$269K -$15.1K -172 -5%
MML Investors Services
32
MML Investors Services
Massachusetts
$268K +$11.8K +134 +5%
PSF
33
Pacific Sun Financial
California
$237K -$4.74K -54 -2%
Invesco
34
Invesco
Georgia
$218K -$4.27M -48,687 -95%
Wells Fargo
35
Wells Fargo
California
$183K -$1.68M -19,174 -90%
CFO
36
CVA Family Office
Colorado
$124K +$527 +6 +0.4%
IA
37
IFP Advisors
Florida
$85.1K +$702 +8 +0.8%
MSG
38
Main Street Group
Virginia
$50.5K +$351 +4 +0.7%
BFEC
39
Benjamin F. Edwards & Company
Missouri
$48K – – –
EWA
40
EverSource Wealth Advisors
Alabama
$19.7K +$176 +2 +0.8%
HGERS
41
Householder Group Estate & Retirement Specialist
Arizona
$12.7K – – –
GRP
42
Global Retirement Partners
California
$8.81K – – –
IBOK
43
Independence Bank of Kentucky
Kentucky
$8.81K – – –
National Bank of Canada
44
National Bank of Canada
Quebec, Canada
$2.99K – – –
GJIA
45
Glass Jacobson Investment Advisors
Maryland
$2.82K – – –
PS
46
Principal Securities
Iowa
$2.29K +$878 +10 +63%
BBHC
47
Brown Brothers Harriman & Co
New York
$882 – – –
HI
48
Harbour Investments
Wisconsin
$793 – – –
William Blair & Company
49
William Blair & Company
Illinois
$353 – – –
PAG
50
Private Advisor Group
New Jersey
– -$1.96M -21,465 Closed
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PSR Hedge Fund Activity: Q1 2024 in Review

49 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in Invesco Active US Real Estate Fund (PSR) for Q1 2024, worth a combined $36.7M — down 44% from $65.4M a quarter earlier.

Sellers outnumbered buyers: 11 funds closed out of PSR and 3 opened new positions — a net loss of 8 holders — while 17 trimmed existing stakes and 18 added.

The largest buyer was Koshinski Asset Management, opening a new position worth an estimated $3M. The largest seller was Moody National Bank Trust Division, cutting an estimated $6.01M.

  • 49 institutional investors held Invesco Active US Real Estate Fund (PSR) as of Q1 2024, down from 57 in Q4 2023.
  • Funds reported $36.7M of Invesco Active US Real Estate Fund stock for Q1 2024, down 44% quarter-over-quarter.
  • 3 funds opened new Invesco Active US Real Estate Fund positions in Q1 2024 and 11 closed out, a net change of -8 holders.
  • The largest Invesco Active US Real Estate Fund buyer in Q1 2024 was Koshinski Asset Management, an estimated $3M added.
  • The largest Invesco Active US Real Estate Fund seller in Q1 2024 was Moody National Bank Trust Division, an estimated $6.01M sold.

Based on aggregated 13F filings for Q1 2024.