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Invesco Active US Real Estate Fund
PSR

44 hedge funds and large institutions have $50.6M invested in Invesco Active US Real Estate Fund in 2025 Q4 according to their latest regulatory filings, with 4 funds opening new positions, 21 increasing their positions, 11 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

91% more repeat investments, than reductions

Existing positions increased: 21 | Existing positions reduced: 11

35% more capital invested

Capital invested by funds: $37.6M → $50.6M (+$13M)

6.96% more ownership

Funds ownership: 47.92% → 54.89% (+7%)

12% less funds holding

Funds holding: 50 → 44 (-6)

56% less first-time investments, than exits

New positions opened: 4 | Existing positions closed: 9

Holders
44
Holders Change
-6
Holders Change %
-12%
% of All Funds
0.54%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
4
Increased
21
Reduced
11
Closed
9
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
IUHSA
Itau Unibanco Holding S.A.
Brazil
+$1.96M
2
Raymond James Financial
Raymond James Financial
Florida
+$985K
3
Cetera Investment Advisers
Cetera Investment Advisers
Illinois
+$585K
4
BCI
Brinker Capital Investments
Pennsylvania
+$317K
5
Susquehanna International Group
Susquehanna International Group
Pennsylvania
+$193K

Top Sellers

1
VF
Virtu Financial
New York
-$1.89M
2
Citadel Advisors
Citadel Advisors
Florida
-$311K
3
UBS Group
UBS Group
Switzerland
-$250K
4
SPIA
Steward Partners Investment Advisory
New York
-$111K
5
Osaic Holdings
Osaic Holdings
Arizona
-$72.7K
Name Holding Trade Value Shares
Change 		Change in
Stake
GWM
26
Geneos Wealth Management
Colorado
$242K -$50.9K -556 -17%
LWM
27
LongView Wealth Management
Georgia
$220K +$15.9K +174 +8%
PSF
28
Pacific Sun Financial
California
$219K -$6.41K -70 -3%
Commonwealth Equity Services
29
Commonwealth Equity Services
Massachusetts
$206K -$18.4K -201 -8%
CW
30
CreativeOne Wealth
Kansas
$204K -$37.9K -414 -15%
KAS
31
Kestra Advisory Services
Texas
$203K +$641 +7 +0.3%
Wells Fargo
32
Wells Fargo
California
$168K -$3.75K -41 -2%
CFO
33
CVA Family Office
Colorado
$118K -$16K -175 -12%
GRP
34
Global Retirement Partners
California
$63.2K +$9.16K +100 +17%
CTC
35
Central Trust Company
Missouri
$51.2K – – –
FHA
36
Flagship Harbor Advisors
Massachusetts
$44.7K +$45.3K +495 New
CI
37
CX Institutional
Indiana
$23K -$1.1K -12 -4%
TCM
38
TD Capital Management
Tennessee
$19.1K +$19.3K +211 New
IBOK
39
Independence Bank of Kentucky
Kentucky
$9.03K – – –
EWA
40
EverSource Wealth Advisors
Alabama
$6.95K +$92 +1 +1%
IA
41
IFP Advisors
Florida
$4.79K – – –
GJIA
42
Glass Jacobson Investment Advisors
Maryland
$3.16K – – –
National Bank of Canada
43
National Bank of Canada
Quebec, Canada
$3.16K – – –
AWM
44
AE Wealth Management
Kansas
$2.08K – – –
VF
45
Virtu Financial
New York
– -$1.89M -20,358 Closed
Citadel Advisors
46
Citadel Advisors
Florida
– -$311K -3,354 Closed
UBS Group
47
UBS Group
Switzerland
– -$250K -2,701 Closed
MSG
48
Main Street Group
Virginia
– -$27.3K -295 Closed
PS
49
Principal Securities
Iowa
– -$16.9K -183 Closed
ASN
50
Advisory Services Network
Georgia
– -$10.3K -112 Closed
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PSR Hedge Fund Activity: Q4 2025 in Review

44 of the 8,223 institutional investors tracked by Wall St. Rank reported a position in Invesco Active US Real Estate Fund (PSR) for Q4 2025, worth a combined $50.6M — up 35% from $37.6M a quarter earlier.

Sellers outnumbered buyers: 9 funds closed out of PSR and 4 opened new positions — a net loss of 5 holders — while 11 trimmed existing stakes and 21 added.

The largest buyer was Itau Unibanco Holding S.A., adding an estimated $1.96M. The largest seller was Virtu Financial, exiting entirely with an estimated $1.89M sold.

  • 44 institutional investors held Invesco Active US Real Estate Fund (PSR) as of Q4 2025, down from 50 in Q3 2025.
  • Funds reported $50.6M of Invesco Active US Real Estate Fund stock for Q4 2025, up 35% quarter-over-quarter.
  • 4 funds opened new Invesco Active US Real Estate Fund positions in Q4 2025 and 9 closed out, a net change of -5 holders.
  • The largest Invesco Active US Real Estate Fund buyer in Q4 2025 was Itau Unibanco Holding S.A., an estimated $1.96M added.
  • The largest Invesco Active US Real Estate Fund seller in Q4 2025 was Virtu Financial, an estimated $1.89M sold.

Based on aggregated 13F filings for Q4 2025.