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Invesco Active US Real Estate Fund

51 hedge funds and large institutions have $28.8M invested in Invesco Active US Real Estate Fund in 2025 Q1 according to their latest regulatory filings, with 8 funds opening new positions, 20 increasing their positions, 15 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

33% more repeat investments, than reductions

Existing positions increased: 20 | Existing positions reduced: 15

14% more first-time investments, than exits

New positions opened: 8 | Existing positions closed: 7

2% less funds holding

Funds holding: 5251 (-1)

7.04% less ownership

Funds ownership: 54.28%47.24% (-7%)

99% less capital invested

Capital invested by funds: $2.86B → $28.8M (-$2.83B)

Holders
51
Holders Change
-1
Holders Change %
-1.92%
% 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
15
Closed
7
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Koshinski Asset Management
1
Koshinski Asset Management
Illinois
$2.98M +$101K +1,102 +4%
Morgan Stanley
2
Morgan Stanley
New York
$2.44M +$20.2K +220 +0.8%
LPL Financial
3
LPL Financial
California
$2.26M -$1.47M -16,049 -40%
AAS
4
Avantax Advisory Services
Texas
$1.73M +$40.9K +445 +2%
Cetera Investment Advisers
5
Cetera Investment Advisers
Illinois
$1.63M +$299K +3,257 +23%
AFA
6
AA Financial Advisors
Ohio
$1.33M -$130K -1,417 -9%
Raymond James Financial
7
Raymond James Financial
Florida
$1.32M +$134K +1,462 +11%
Royal Bank of Canada
8
Royal Bank of Canada
Ontario, Canada
$1.3M -$4.13K -45 -0.3%
Osaic Holdings
9
Osaic Holdings
Arizona
$1.05M -$90.6K -987 -8%
SFC
10
Strategic Financial Concepts
Texas
$1.05M +$54.8K +597 +6%
TRCT
11
Tower Research Capital (TRC)
New York
$996K +$126K +1,368 +15%
HAS
12
HBW Advisory Services
California
$986K +$50.5K +550 +5%
Wells Fargo
13
Wells Fargo
California
$827K +$637K +6,941 +348%
MHWM
14
Montz Harcus Wealth Management
Louisiana
$766K +$78.7K +857 +12%
GWM
15
Geneos Wealth Management
Colorado
$563K +$252K +2,748 +82%
GT
16
Glenmede Trust
Pennsylvania
$553K
SPIA
17
Steward Partners Investment Advisory
New York
$539K -$9.92K -108 -2%
AIP
18
Ameritas Investment Partners
Nebraska
$471K -$37.7K -411 -7%
Envestnet Asset Management
19
Envestnet Asset Management
Illinois
$468K +$58.7K +639 +14%
MFG
20
Merit Financial Group
Georgia
$462K -$3.16M -34,386 -87%
SFC
21
Swisher Financial Concepts
Ohio
$421K -$486K -5,295 -54%
Jane Street
22
Jane Street
New York
$377K +$374K +4,078 New
Jones Financial Companies
23
Jones Financial Companies
Missouri
$374K +$90.4K +985 +32%
Goldman Sachs
24
Goldman Sachs
New York
$361K +$918 +10 +0.3%
CW
25
CreativeOne Wealth
Kansas
$335K +$18.6K +203 +6%

PSR Hedge Fund Activity: Q1 2025 in Review

51 of the 7,457 institutional investors tracked by Wall St. Rank reported a position in Invesco Active US Real Estate Fund (PSR) for Q1 2025, worth a combined $28.8M — down 99% from $2.86B a quarter earlier.

Buyers outnumbered sellers: 8 funds opened new PSR positions and 7 closed out — a net gain of 1 holder — while 20 added to existing stakes and 15 trimmed.

The largest buyer was Wells Fargo, adding an estimated $637K. The largest seller was Itau Unibanco Holding S.A., exiting entirely with an estimated $24.8M sold.

  • 51 institutional investors held Invesco Active US Real Estate Fund (PSR) as of Q1 2025, down from 52 in Q4 2024.
  • Funds reported $28.8M of Invesco Active US Real Estate Fund stock for Q1 2025, down 99% quarter-over-quarter.
  • 8 funds opened new Invesco Active US Real Estate Fund positions in Q1 2025 and 7 closed out, a net change of +1 holder.
  • The largest Invesco Active US Real Estate Fund buyer in Q1 2025 was Wells Fargo, an estimated $637K added.
  • The largest Invesco Active US Real Estate Fund seller in Q1 2025 was Itau Unibanco Holding S.A., an estimated $24.8M sold.

Based on aggregated 13F filings for Q1 2025.