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Invesco Active US Real Estate Fund

50 hedge funds and large institutions have $37.6M invested in Invesco Active US Real Estate Fund in 2025 Q3 according to their latest regulatory filings, with 8 funds opening new positions, 19 increasing their positions, 14 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed

43% more capital invested

Capital invested by funds: $26.3M → $37.6M (+$11.3M)

36% more repeat investments, than reductions

Existing positions increased: 19 | Existing positions reduced: 14

2.27% more ownership

Funds ownership: 45.65%47.92% (+2.3%)

7% less funds holding

Funds holding: 5450 (-4)

27% less first-time investments, than exits

New positions opened: 8 | Existing positions closed: 11

Holders
50
Holders Change
-4
Holders Change %
-7.41%
% of All Funds
0.66%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
8
Increased
19
Reduced
14
Closed
11
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
TRCT
26
Tower Research Capital (TRC)
New York
$252K -$603K -6,553 -71%
UBS Group
27
UBS Group
Switzerland
$250K +$60.9K +662 +32%
CW
28
CreativeOne Wealth
Kansas
$248K -$39.4K -428 -14%
PSF
29
Pacific Sun Financial
California
$231K +$460 +5 +0.2%
Commonwealth Equity Services
30
Commonwealth Equity Services
Massachusetts
$230K +$736 +8 +0.3%
JWCA
31
J.W. Cole Advisors
Florida
$222K +$220K +2,397 New
KAS
32
Kestra Advisory Services
Texas
$207K +$206K +2,239 New
LWM
33
LongView Wealth Management
Georgia
$207K +$206K +2,236 New
Wells Fargo
34
Wells Fargo
California
$176K -$6.62K -72 -4%
CFO
35
CVA Family Office
Colorado
$137K -$276 -3 -0.2%
GRP
36
Global Retirement Partners
California
$55.6K +$46K +500 +500%
CTC
37
Central Trust Company
Missouri
$52.5K -$63.9K -695 -55%
MSG
38
Main Street Group
Virginia
$27.3K -$11.5K -125 -30%
CI
39
CX Institutional
Indiana
$25K +$1.84K +20 +8%
PS
40
Principal Securities
Iowa
$16.9K +$92 +1 +0.5%
ASN
41
Advisory Services Network
Georgia
$10.3K +$10.3K +112 New
IBOK
42
Independence Bank of Kentucky
Kentucky
$9.27K
EWA
43
EverSource Wealth Advisors
Alabama
$7.08K -$1.29K -14 -16%
IA
44
IFP Advisors
Florida
$4.91K
GJIA
45
Glass Jacobson Investment Advisors
Maryland
$3.24K +$184 +2 +6%
National Bank of Canada
46
National Bank of Canada
Quebec, Canada
$3.23K
AWM
47
AE Wealth Management
Kansas
$2.13K
BBHC
48
Brown Brothers Harriman & Co
New York
$927
Russell Investments Group
49
Russell Investments Group
United Kingdom
$556 +$552 +6 New
William Blair & Company
50
William Blair & Company
Illinois
$371

PSR Hedge Fund Activity: Q3 2025 in Review

50 of the 7,619 institutional investors tracked by Wall St. Rank reported a position in Invesco Active US Real Estate Fund (PSR) for Q3 2025, worth a combined $37.6M — up 43% from $26.3M a quarter earlier.

Sellers outnumbered buyers: 11 funds closed out of PSR and 8 opened new positions — a net loss of 3 holders — while 14 trimmed existing stakes and 19 added.

The largest buyer was Cetera Investment Advisers, adding an estimated $2.34M. The largest seller was Koshinski Asset Management, exiting entirely with an estimated $2.71M sold.

  • 50 institutional investors held Invesco Active US Real Estate Fund (PSR) as of Q3 2025, down from 54 in Q2 2025.
  • Funds reported $37.6M of Invesco Active US Real Estate Fund stock for Q3 2025, up 43% quarter-over-quarter.
  • 8 funds opened new Invesco Active US Real Estate Fund positions in Q3 2025 and 11 closed out, a net change of -3 holders.
  • The largest Invesco Active US Real Estate Fund buyer in Q3 2025 was Cetera Investment Advisers, an estimated $2.34M added.
  • The largest Invesco Active US Real Estate Fund seller in Q3 2025 was Koshinski Asset Management, an estimated $2.71M sold.

Based on aggregated 13F filings for Q3 2025.