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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.

New
Increased
Maintained
Reduced
Closed

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: 4952 (+3)

3.73% more ownership

Funds ownership: 50.54%54.28% (+3.7%)

Holders
52
Holders Change
+3
Holders Change %
+6.12%
% of All Funds
0.68%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
8
Increased
20
Reduced
14
Closed
4
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Koshinski Asset Management
1
Koshinski Asset Management
Illinois
$2.81B -$154K -1,606 -5%
IUHSA
2
Itau Unibanco Holding S.A.
Brazil
$24.8M +$4.64M +48,490 New
LPL Financial
3
LPL Financial
California
$3.65M -$180K -1,878 -4%
MFG
4
Merit Financial Group
Georgia
$3.56M -$122K -1,272 -3%
Morgan Stanley
5
Morgan Stanley
New York
$2.36M -$392K -4,098 -14%
AAS
6
Avantax Advisory Services
Texas
$1.65M -$40.1K -419 -2%
AFA
7
AA Financial Advisors
Ohio
$1.42M +$765 +8 +0.1%
Cetera Investment Advisers
8
Cetera Investment Advisers
Illinois
$1.29M +$149K +1,558 +12%
Royal Bank of Canada
9
Royal Bank of Canada
Ontario, Canada
$1.27M +$206K +2,153 +18%
Raymond James Financial
10
Raymond James Financial
Florida
$1.16M +$1.22M +12,800 New
Osaic Holdings
11
Osaic Holdings
Arizona
$1.12M +$19.7K +206 +2%
SFC
12
Strategic Financial Concepts
Texas
$973K +$38.8K +406 +4%
HAS
13
HBW Advisory Services
California
$913K +$101K +1,058 +12%
SFC
14
Swisher Financial Concepts
Ohio
$889K -$648K -6,781 -41%
TRCT
15
Tower Research Capital (TRC)
New York
$848K +$683K +7,146 +318%
VF
16
Virtu Financial
New York
$677K +$716K +7,494 New
MHWM
17
Montz Harcus Wealth Management
Louisiana
$670K +$139K +1,457 +24%
Susquehanna International Group
18
Susquehanna International Group
Pennsylvania
$544K +$330K +3,453 +134%
GT
19
Glenmede Trust
Pennsylvania
$539K
SPIA
20
Steward Partners Investment Advisory
New York
$536K -$38.5K -403 -6%
AIP
21
Ameritas Investment Partners
Nebraska
$496K +$1.53K +16 +0.3%
Envestnet Asset Management
22
Envestnet Asset Management
Illinois
$399K -$14K -146 -3%
Cambridge Investment Research Advisors
23
Cambridge Investment Research Advisors
Iowa
$354K -$17.9K -187 -5%
Goldman Sachs
24
Goldman Sachs
New York
$351K
CW
25
CreativeOne Wealth
Kansas
$309K -$40.6K -425 -11%

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.