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Invesco Active US Real Estate Fund
PSR

52 hedge funds and large institutions have $2.86B invested in Invesco Active US Real Estate Fund in 2024 Q4 according to their latest regulatory filings, with 8 funds opening new positions, 20 increasing their positions, 14 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

8,121% more capital invested

Capital invested by funds: $34.8M → $2.86B (+$2.83B)

100% more first-time investments, than exits

New positions opened: 8 | Existing positions closed: 4

43% more repeat investments, than reductions

Existing positions increased: 20 | Existing positions reduced: 14

6% more funds holding

Funds holding: 49 → 52 (+3)

3.73% more ownership

Funds ownership: 50.54% → 54.28% (+3.7%)

Holders
52
Holders Change
+3
Holders Change %
+6.12%
% of All Funds
0.68%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
8
Increased
20
Reduced
14
Closed
4
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
IUHSA
Itau Unibanco Holding S.A.
Brazil
+$4.64M
2
VF
Virtu Financial
New York
+$716K
3
TRCT
Tower Research Capital (TRC)
New York
+$683K
4
Susquehanna International Group
Susquehanna International Group
Pennsylvania
+$330K
5
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
+$206K

Top Sellers

Rank Fund Capital Flow
1
KAS
Kestra Advisory Services
Texas
-$1.78M
2
SFC
Swisher Financial Concepts
Ohio
-$648K
3
Morgan Stanley
Morgan Stanley
New York
-$392K
4
LPL Financial
LPL Financial
California
-$180K
5
Koshinski Asset Management
Koshinski Asset Management
Illinois
-$154K
Name Holding Trade Value Shares
Change 		Change in
Stake
GWM
26
Geneos Wealth Management
Colorado
$301K -$2.01K -21 -0.6%
Jones Financial Companies
27
Jones Financial Companies
Missouri
$280K +$62.8K +657 +27%
IWN
28
Independent Wealth Network
Iowa
$270K +$82.4K +862 +41%
MML Investors Services
29
MML Investors Services
Massachusetts
$237K +$20.1K +210 +9%
CTC
30
Central Trust Company
Missouri
$234K -$18.4K -193 -7%
PSF
31
Pacific Sun Financial
California
$226K +$1.72K +18 +0.7%
Commonwealth Equity Services
32
Commonwealth Equity Services
Massachusetts
$222K +$956 +10 +0.4%
IWA
33
Integrity Wealth Advisors
California
$210K +$222K +2,323 New
CA
34
Cambridge Advisors
Nebraska
$201K -$1.05K -11 -0.5%
Wells Fargo
35
Wells Fargo
California
$180K +$5.93K +62 +3%
CFO
36
CVA Family Office
Colorado
$133K +$574 +6 +0.4%
MSG
37
Main Street Group
Virginia
$40.9K +$287 +3 +0.7%
UBS Group
38
UBS Group
Switzerland
$17.4K +$18.4K +193 New
PS
39
Principal Securities
Iowa
$17.1K +$15.7K +164 +631%
GRP
40
Global Retirement Partners
California
$9.03K – – –
IBOK
41
Independence Bank of Kentucky
Kentucky
$9.03K – – –
IA
42
IFP Advisors
Florida
$8.45K +$96 +1 +1%
EWA
43
EverSource Wealth Advisors
Alabama
$8.02K – – –
CAS
44
Coppell Advisory Solutions
Texas
$3.58K – – –
National Bank of Canada
45
National Bank of Canada
Quebec, Canada
$3.16K +$3.35K +35 New
GJIA
46
Glass Jacobson Investment Advisors
Maryland
$2.98K – – –
AWM
47
AE Wealth Management
Kansas
$2.08K +$2.2K +23 New
BBHC
48
Brown Brothers Harriman & Co
New York
$903 – – –
HI
49
Harbour Investments
Wisconsin
$813 – – –
William Blair & Company
50
William Blair & Company
Illinois
$361 – – –
1
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PSR Hedge Fund Activity: Q4 2024 in Review

52 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in Invesco Active US Real Estate Fund (PSR) for Q4 2024, worth a combined $2.86B — up 8,121% from $34.8M a quarter earlier.

Buyers outnumbered sellers: 8 funds opened new PSR positions and 4 closed out — a net gain of 4 holders — while 20 added to existing stakes and 14 trimmed.

The largest buyer was Itau Unibanco Holding S.A., opening a new position worth an estimated $4.64M. The largest seller was Kestra Advisory Services, exiting entirely with an estimated $1.78M sold.

  • 52 institutional investors held Invesco Active US Real Estate Fund (PSR) as of Q4 2024, up from 49 in Q3 2024.
  • Funds reported $2.86B of Invesco Active US Real Estate Fund stock for Q4 2024, up 8,121% quarter-over-quarter.
  • 8 funds opened new Invesco Active US Real Estate Fund positions in Q4 2024 and 4 closed out, a net change of +4 holders.
  • The largest Invesco Active US Real Estate Fund buyer in Q4 2024 was Itau Unibanco Holding S.A., an estimated $4.64M added.
  • The largest Invesco Active US Real Estate Fund seller in Q4 2024 was Kestra Advisory Services, an estimated $1.78M sold.

Based on aggregated 13F filings for Q4 2024.