Invesco Active US Real Estate Fund
52 hedge funds and large institutions have $2.86B invested in Invesco Active US Real Estate Fund in 2024 Q4 according to their latest regulatory filings, with 8 funds opening new positions, 20 increasing their positions, 14 reducing their positions, and 4 closing their positions.
8,121% more capital invested
Capital invested by funds: $34.8M → $2.86B (+$2.83B)
100% more first-time investments, than exits
New positions opened: 8 | Existing positions closed: 4
43% more repeat investments, than reductions
Existing positions increased: 20 | Existing positions reduced: 14
6% more funds holding
Funds holding: 49 → 52 (+3)
3.73% more ownership
Funds ownership: 50.54% → 54.28% (+3.7%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
IUHSA
Itau Unibanco Holding S.A.
Sao Paulo,
Brazil
|
+$4.64M |
| 2 |
VF
Virtu Financial
New York
|
+$716K |
| 3 |
TRCT
Tower Research Capital (TRC)
New York
|
+$683K |
| 4 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
+$330K |
| 5 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
+$206K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
KAS
Kestra Advisory Services
Austin,
Texas
|
-$1.78M |
| 2 |
SFC
Swisher Financial Concepts
Westerville,
Ohio
|
-$648K |
| 3 |
Morgan Stanley
New York
|
-$392K |
| 4 |
LPL Financial
San Diego,
California
|
-$180K |
| 5 |
Koshinski Asset Management
Decatur,
Illinois
|
-$154K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
51
Fidelity Investments
Boston,
Massachusetts
| $90 | +$96 | +1 | New |
|
|
KAS
52
Kestra Advisory Services
Austin,
Texas
| – | -$1.78M | -18,021 | Closed |
|
53
Bank of America
Charlotte,
North Carolina
| – | -$116K | -1,180 | Closed |
|
|
FNWA
54
Financial Network Wealth Advisors
Murray,
Utah
| – | -$24.6K | -250 | Closed |
|
|
HGERS
55
Householder Group Estate & Retirement Specialist
Scottsdale,
Arizona
| – | -$17.5K | -183 | -99% |
|
|
1IA
56
1620 Investment Advisors
Plymouth,
Massachusetts
| – | -$1.3K | -13 | Closed |
|
PSR Hedge Fund Activity: Q4 2024 in Review
52 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in Invesco Active US Real Estate Fund (PSR) for Q4 2024, worth a combined $2.86B — up 8,121% from $34.8M a quarter earlier.
Buyers outnumbered sellers: 8 funds opened new PSR positions and 4 closed out — a net gain of 4 holders — while 20 added to existing stakes and 14 trimmed.
The largest buyer was Itau Unibanco Holding S.A., opening a new position worth an estimated $4.64M. The largest seller was Kestra Advisory Services, exiting entirely with an estimated $1.78M sold.
- 52 institutional investors held Invesco Active US Real Estate Fund (PSR) as of Q4 2024, up from 49 in Q3 2024.
- Funds reported $2.86B of Invesco Active US Real Estate Fund stock for Q4 2024, up 8,121% quarter-over-quarter.
- 8 funds opened new Invesco Active US Real Estate Fund positions in Q4 2024 and 4 closed out, a net change of +4 holders.
- The largest Invesco Active US Real Estate Fund buyer in Q4 2024 was Itau Unibanco Holding S.A., an estimated $4.64M added.
- The largest Invesco Active US Real Estate Fund seller in Q4 2024 was Kestra Advisory Services, an estimated $1.78M sold.
Based on aggregated 13F filings for Q4 2024.