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Invesco Active US Real Estate Fund

54 hedge funds and large institutions have $26.3M invested in Invesco Active US Real Estate Fund in 2025 Q2 according to their latest regulatory filings, with 9 funds opening new positions, 19 increasing their positions, 20 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

80% more first-time investments, than exits

New positions opened: 9 | Existing positions closed: 5

6% more funds holding

Funds holding: 5154 (+3)

5% less repeat investments, than reductions

Existing positions increased: 19 | Existing positions reduced: 20

1.59% less ownership

Funds ownership: 47.24%45.65% (-1.6%)

9% less capital invested

Capital invested by funds: $28.8M → $26.3M (-$2.58M)

Holders
54
Holders Change
+3
Holders Change %
+5.88%
% of All Funds
0.71%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
9
Increased
19
Reduced
20
Closed
5
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Koshinski Asset Management
1
Koshinski Asset Management
Illinois
$2.71M -$229K -2,524 -8%
Morgan Stanley
2
Morgan Stanley
New York
$2.02M -$388K -4,282 -16%
Cetera Investment Advisers
3
Cetera Investment Advisers
Illinois
$1.79M +$189K +2,090 +12%
AAS
4
Avantax Advisory Services
Texas
$1.71M +$815 +9 +0%
LPL Financial
5
LPL Financial
California
$1.69M -$534K -5,889 -24%
Raymond James Financial
6
Raymond James Financial
Florida
$1.34M +$34.6K +382 +3%
Royal Bank of Canada
7
Royal Bank of Canada
Ontario, Canada
$1.17M -$106K -1,171 -8%
SFC
8
Strategic Financial Concepts
Texas
$1.02M -$14.7K -162 -1%
Osaic Holdings
9
Osaic Holdings
Arizona
$986K -$53.2K -587 -5%
TRCT
10
Tower Research Capital (TRC)
New York
$846K -$135K -1,493 -14%
MHWM
11
Montz Harcus Wealth Management
Louisiana
$804K +$47.2K +521 +6%
HAS
12
HBW Advisory Services
California
$783K -$189K -2,083 -20%
AFA
13
AA Financial Advisors
Ohio
$783K -$522K -5,760 -40%
Citadel Advisors
14
Citadel Advisors
Florida
$641K +$344K +3,796 +118%
AO
15
Advisor OS
Illinois
$548K +$337K +3,715 +162%
GIM
16
Glenmede Investment Management
Pennsylvania
$546K +$541K +5,975 New
SPIA
17
Steward Partners Investment Advisory
New York
$537K +$5.07K +56 +1%
Envestnet Asset Management
18
Envestnet Asset Management
Illinois
$533K +$69.8K +770 +15%
BC
19
Brio Consultants
California
$489K +$485K +5,354 New
AIP
20
Ameritas Investment Partners
Nebraska
$459K -$5.35K -59 -1%
MFG
21
Merit Financial Group
Georgia
$458K +$1.9K +21 +0.4%
Jones Financial Companies
22
Jones Financial Companies
Missouri
$405K +$34.1K +376 +9%
Goldman Sachs
23
Goldman Sachs
New York
$355K -$906 -10 -0.3%
Cambridge Investment Research Advisors
24
Cambridge Investment Research Advisors
Iowa
$323K +$7.25K +80 +2%
GWM
25
Geneos Wealth Management
Colorado
$295K -$259K -2,856 -47%

PSR Hedge Fund Activity: Q2 2025 in Review

54 of the 7,596 institutional investors tracked by Wall St. Rank reported a position in Invesco Active US Real Estate Fund (PSR) for Q2 2025, worth a combined $26.3M — down 8.9% from $28.8M a quarter earlier.

Buyers outnumbered sellers: 9 funds opened new PSR positions and 5 closed out — a net gain of 4 holders — while 19 added to existing stakes and 20 trimmed.

The largest buyer was Brio Consultants, opening a new position worth an estimated $485K. The largest seller was Wells Fargo, cutting an estimated $632K.

  • 54 institutional investors held Invesco Active US Real Estate Fund (PSR) as of Q2 2025, up from 51 in Q1 2025.
  • Funds reported $26.3M of Invesco Active US Real Estate Fund stock for Q2 2025, down 8.9% quarter-over-quarter.
  • 9 funds opened new Invesco Active US Real Estate Fund positions in Q2 2025 and 5 closed out, a net change of +4 holders.
  • The largest Invesco Active US Real Estate Fund buyer in Q2 2025 was Brio Consultants, an estimated $485K added.
  • The largest Invesco Active US Real Estate Fund seller in Q2 2025 was Wells Fargo, an estimated $632K sold.

Based on aggregated 13F filings for Q2 2025.