Invesco Active US Real Estate Fund
70 hedge funds and large institutions have $53M invested in Invesco Active US Real Estate Fund in 2022 Q3 according to their latest regulatory filings, with 5 funds opening new positions, 25 increasing their positions, 23 reducing their positions, and 9 closing their positions.
9% more repeat investments, than reductions
Existing positions increased: 25 | Existing positions reduced: 23
6.02% less ownership
Funds ownership: 53.47% → 47.45% (-6%)
8% less funds holding
Funds holding: 76 → 70 (-6)
35% less capital invested
Capital invested by funds: $81.3M → $53M (-$28.4M)
44% less first-time investments, than exits
New positions opened: 5 | Existing positions closed: 9
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
HW
Hedeker Wealth
Lincolnshire,
Illinois
|
+$2.6M |
| 2 |
Wells Fargo
San Francisco,
California
|
+$1.05M |
| 3 |
CI
CX Institutional
Auburn,
Indiana
|
+$984K |
| 4 |
LPL Financial
San Diego,
California
|
+$678K |
| 5 |
APWA
Atlas Private Wealth Advisors
Matawan,
New Jersey
|
+$646K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
IUHSA
Itau Unibanco Holding S.A.
Sao Paulo,
Brazil
|
-$22.7M |
| 2 |
Morgan Stanley
New York
|
-$3.45M |
| 3 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
-$1.23M |
| 4 |
FAIM
Financial Advocates Investment Management
Olympia,
Washington
|
-$456K |
| 5 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$338K |
PSR Hedge Fund Activity: Q3 2022 in Review
70 of the 5,805 institutional investors tracked by Wall St. Rank reported a position in Invesco Active US Real Estate Fund (PSR) for Q3 2022, worth a combined $53M — down 35% from $81.3M a quarter earlier.
Sellers outnumbered buyers: 9 funds closed out of PSR and 5 opened new positions — a net loss of 4 holders — while 23 trimmed existing stakes and 25 added.
The largest buyer was Hedeker Wealth, adding an estimated $2.6M. The largest seller was Itau Unibanco Holding S.A., exiting entirely with an estimated $22.7M sold.
- 70 institutional investors held Invesco Active US Real Estate Fund (PSR) as of Q3 2022, down from 76 in Q2 2022.
- Funds reported $53M of Invesco Active US Real Estate Fund stock for Q3 2022, down 35% quarter-over-quarter.
- 5 funds opened new Invesco Active US Real Estate Fund positions in Q3 2022 and 9 closed out, a net change of -4 holders.
- The largest Invesco Active US Real Estate Fund buyer in Q3 2022 was Hedeker Wealth, an estimated $2.6M added.
- The largest Invesco Active US Real Estate Fund seller in Q3 2022 was Itau Unibanco Holding S.A., an estimated $22.7M sold.
Based on aggregated 13F filings for Q3 2022.