Invesco Active US Real Estate Fund
49 hedge funds and large institutions have $36.7M invested in Invesco Active US Real Estate Fund in 2024 Q1 according to their latest regulatory filings, with 3 funds opening new positions, 18 increasing their positions, 17 reducing their positions, and 11 closing their positions.
6% more repeat investments, than reductions
Existing positions increased: 18 | Existing positions reduced: 17
14% less funds holding
Funds holding: 57 → 49 (-8)
14.91% less ownership
Funds ownership: 67.03% → 52.12% (-15%)
44% less capital invested
Capital invested by funds: $65.4M → $36.7M (-$28.7M)
73% less first-time investments, than exits
New positions opened: 3 | Existing positions closed: 11
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Koshinski Asset Management
Decatur,
Illinois
|
+$3M |
| 2 |
SFC
Strategic Financial Concepts
San Antonio,
Texas
|
+$926K |
| 3 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
+$519K |
| 4 |
CA
Cetera Advisors
Denver,
Colorado
|
+$464K |
| 5 |
SPIA
Steward Partners Investment Advisory
New York
|
+$428K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
MNBTD
Moody National Bank Trust Division
Galveston,
Texas
|
-$6.01M |
| 2 |
CA
Cambridge Associates
Boston,
Massachusetts
|
-$5.99M |
| 3 |
Morgan Stanley
New York
|
-$4.5M |
| 4 |
Invesco
Atlanta,
Georgia
|
-$4.27M |
| 5 |
IUHSA
Itau Unibanco Holding S.A.
Sao Paulo,
Brazil
|
-$2.13M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
FMB
51
Field & Main Bank
Henderson,
Kentucky
| – | -$1.27M | -13,880 | Closed |
|
|
IUHSA
52
Itau Unibanco Holding S.A.
Sao Paulo,
Brazil
| – | -$2.13M | -5,200 | Closed |
|
|
LBC
53
Lowe Brockenbrough & Co
Richmond,
Virginia
| – | -$306K | -3,350 | Closed |
|
|
CA
54
Cambridge Advisors
Omaha,
Nebraska
| – | -$217K | -2,367 | Closed |
|
|
SWM
55
Sculati Wealth Management
Bloomfield Hills,
Michigan
| – | -$204K | -2,235 | Closed |
|
56
Fifth Third Bancorp
Cincinnati,
Ohio
| – | -$137K | -1,500 | Closed |
|
|
SS
57
Sunbelt Securities
Houston,
Texas
| – | -$13.7K | -150 | Closed |
|
|
ASBI
58
American State Bank (Iowa)
Sioux Center,
Iowa
| – | -$11.2K | -122 | Closed |
|
|
PTC
59
Private Trust Company
Cleveland,
Ohio
| – | -$11K | -120 | Closed |
|
60
Comerica Bank
Dallas,
Texas
| – | -$3.66K | -40 | Closed |
|
PSR Hedge Fund Activity: Q1 2024 in Review
49 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in Invesco Active US Real Estate Fund (PSR) for Q1 2024, worth a combined $36.7M — down 44% from $65.4M a quarter earlier.
Sellers outnumbered buyers: 11 funds closed out of PSR and 3 opened new positions — a net loss of 8 holders — while 17 trimmed existing stakes and 18 added.
The largest buyer was Koshinski Asset Management, opening a new position worth an estimated $3M. The largest seller was Moody National Bank Trust Division, cutting an estimated $6.01M.
- 49 institutional investors held Invesco Active US Real Estate Fund (PSR) as of Q1 2024, down from 57 in Q4 2023.
- Funds reported $36.7M of Invesco Active US Real Estate Fund stock for Q1 2024, down 44% quarter-over-quarter.
- 3 funds opened new Invesco Active US Real Estate Fund positions in Q1 2024 and 11 closed out, a net change of -8 holders.
- The largest Invesco Active US Real Estate Fund buyer in Q1 2024 was Koshinski Asset Management, an estimated $3M added.
- The largest Invesco Active US Real Estate Fund seller in Q1 2024 was Moody National Bank Trust Division, an estimated $6.01M sold.
Based on aggregated 13F filings for Q1 2024.