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Invesco Active US Real Estate Fund

51 hedge funds and large institutions have $28.8M invested in Invesco Active US Real Estate Fund in 2025 Q1 according to their latest regulatory filings, with 8 funds opening new positions, 20 increasing their positions, 15 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

33% more repeat investments, than reductions

Existing positions increased: 20 | Existing positions reduced: 15

14% more first-time investments, than exits

New positions opened: 8 | Existing positions closed: 7

2% less funds holding

Funds holding: 5251 (-1)

7.04% less ownership

Funds ownership: 54.28%47.24% (-7%)

99% less capital invested

Capital invested by funds: $2.86B → $28.8M (-$2.83B)

Holders
51
Holders Change
-1
Holders Change %
-1.92%
% 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
15
Closed
7
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Cambridge Investment Research Advisors
26
Cambridge Investment Research Advisors
Iowa
$320K -$42.2K -460 -12%
Citadel Advisors
27
Citadel Advisors
Florida
$298K +$296K +3,221 New
IWN
28
Independent Wealth Network
Iowa
$290K +$13.4K +146 +5%
GS
29
GWN Securities
Florida
$286K +$291K +3,172 New
Susquehanna International Group
30
Susquehanna International Group
Pennsylvania
$264K -$291K -3,173 -53%
Commonwealth Equity Services
31
Commonwealth Equity Services
Massachusetts
$246K +$18.5K +201 +8%
MML Investors Services
32
MML Investors Services
Massachusetts
$244K +$1.1K +12 +0.5%
PSF
33
Pacific Sun Financial
California
$237K +$5.97K +65 +3%
KAS
34
Kestra Advisory Services
Texas
$236K +$234K +2,548 New
AO
35
Advisor OS
Illinois
$212K +$210K +2,290 New
IWA
36
Integrity Wealth Advisors
California
$207K -$7.53K -82 -4%
CTC
37
Central Trust Company
Missouri
$157K -$82.4K -898 -35%
CFO
38
CVA Family Office
Colorado
$137K +$551 +6 +0.4%
MSG
39
Main Street Group
Virginia
$38.6K -$3.21K -35 -8%
CI
40
CX Institutional
Indiana
$22K +$21.9K +239 New
PS
41
Principal Securities
Iowa
$17.1K
IBOK
42
Independence Bank of Kentucky
Kentucky
$9.25K
EWA
43
EverSource Wealth Advisors
Alabama
$8.27K
UBS Group
44
UBS Group
Switzerland
$6.01K -$11.8K -128 -66%
Northwestern Mutual Wealth Management
45
Northwestern Mutual Wealth Management
Wisconsin
$5K +$4.96K +54 New
IA
46
IFP Advisors
Florida
$4.88K -$3.76K -41 -44%
National Bank of Canada
47
National Bank of Canada
Quebec, Canada
$3.21K
GJIA
48
Glass Jacobson Investment Advisors
Maryland
$2.98K
AWM
49
AE Wealth Management
Kansas
$2.13K
BBHC
50
Brown Brothers Harriman & Co
New York
$925

PSR Hedge Fund Activity: Q1 2025 in Review

51 of the 7,457 institutional investors tracked by Wall St. Rank reported a position in Invesco Active US Real Estate Fund (PSR) for Q1 2025, worth a combined $28.8M — down 99% from $2.86B a quarter earlier.

Buyers outnumbered sellers: 8 funds opened new PSR positions and 7 closed out — a net gain of 1 holder — while 20 added to existing stakes and 15 trimmed.

The largest buyer was Wells Fargo, adding an estimated $637K. The largest seller was Itau Unibanco Holding S.A., exiting entirely with an estimated $24.8M sold.

  • 51 institutional investors held Invesco Active US Real Estate Fund (PSR) as of Q1 2025, down from 52 in Q4 2024.
  • Funds reported $28.8M of Invesco Active US Real Estate Fund stock for Q1 2025, down 99% quarter-over-quarter.
  • 8 funds opened new Invesco Active US Real Estate Fund positions in Q1 2025 and 7 closed out, a net change of +1 holder.
  • The largest Invesco Active US Real Estate Fund buyer in Q1 2025 was Wells Fargo, an estimated $637K added.
  • The largest Invesco Active US Real Estate Fund seller in Q1 2025 was Itau Unibanco Holding S.A., an estimated $24.8M sold.

Based on aggregated 13F filings for Q1 2025.