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Invesco Active US Real Estate Fund

50 hedge funds and large institutions have $37.6M invested in Invesco Active US Real Estate Fund in 2025 Q3 according to their latest regulatory filings, with 8 funds opening new positions, 19 increasing their positions, 14 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed

43% more capital invested

Capital invested by funds: $26.3M → $37.6M (+$11.3M)

36% more repeat investments, than reductions

Existing positions increased: 19 | Existing positions reduced: 14

2.27% more ownership

Funds ownership: 45.65%47.92% (+2.3%)

7% less funds holding

Funds holding: 5450 (-4)

27% less first-time investments, than exits

New positions opened: 8 | Existing positions closed: 11

Holders
50
Holders Change
-4
Holders Change %
-7.41%
% of All Funds
0.66%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
8
Increased
19
Reduced
14
Closed
11
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
IUHSA
1
Itau Unibanco Holding S.A.
Brazil
$15M +$2.3M +24,980 New
Cetera Investment Advisers
2
Cetera Investment Advisers
Illinois
$4.18M +$2.34M +25,436 +129%
Morgan Stanley
3
Morgan Stanley
New York
$2.06M +$13K +141 +0.6%
VF
4
Virtu Financial
New York
$1.89M +$1.87M +20,358 New
LPL Financial
5
LPL Financial
California
$1.84M +$117K +1,277 +7%
Royal Bank of Canada
6
Royal Bank of Canada
Ontario, Canada
$1.17M -$19.6K -213 -2%
Osaic Holdings
7
Osaic Holdings
Arizona
$1.04M +$36K +391 +4%
MHWM
8
Montz Harcus Wealth Management
Louisiana
$845K +$29.2K +318 +4%
AFA
9
AA Financial Advisors
Ohio
$730K -$63.9K -695 -8%
Envestnet Asset Management
10
Envestnet Asset Management
Illinois
$634K +$93.1K +1,012 +17%
GIM
11
Glenmede Investment Management
Pennsylvania
$554K
BC
12
Brio Consultants
California
$510K +$13.6K +148 +3%
SPIA
13
Steward Partners Investment Advisory
New York
$501K -$43.9K -477 -8%
AIP
14
Ameritas Investment Partners
Nebraska
$468K +$1.84K +20 +0.4%
MFG
15
Merit Financial Group
Georgia
$461K -$3.86K -42 -0.8%
Jones Financial Companies
16
Jones Financial Companies
Missouri
$420K +$9.1K +99 +2%
IWN
17
Independent Wealth Network
Iowa
$379K +$85.2K +926 +29%
Raymond James Financial
18
Raymond James Financial
Florida
$363K -$986K -10,726 -73%
Goldman Sachs
19
Goldman Sachs
New York
$360K
Cambridge Investment Research Advisors
20
Cambridge Investment Research Advisors
Iowa
$314K -$14K -152 -4%
Citadel Advisors
21
Citadel Advisors
Florida
$311K -$337K -3,663 -52%
Susquehanna International Group
22
Susquehanna International Group
Pennsylvania
$300K +$18.8K +204 +7%
GWM
23
Geneos Wealth Management
Colorado
$299K
GWP
24
Gateway Wealth Partners
Wisconsin
$284K +$281K +3,060 New
MML Investors Services
25
MML Investors Services
Massachusetts
$272K +$15.5K +169 +6%

PSR Hedge Fund Activity: Q3 2025 in Review

50 of the 7,619 institutional investors tracked by Wall St. Rank reported a position in Invesco Active US Real Estate Fund (PSR) for Q3 2025, worth a combined $37.6M — up 43% from $26.3M a quarter earlier.

Sellers outnumbered buyers: 11 funds closed out of PSR and 8 opened new positions — a net loss of 3 holders — while 14 trimmed existing stakes and 19 added.

The largest buyer was Cetera Investment Advisers, adding an estimated $2.34M. The largest seller was Koshinski Asset Management, exiting entirely with an estimated $2.71M sold.

  • 50 institutional investors held Invesco Active US Real Estate Fund (PSR) as of Q3 2025, down from 54 in Q2 2025.
  • Funds reported $37.6M of Invesco Active US Real Estate Fund stock for Q3 2025, up 43% quarter-over-quarter.
  • 8 funds opened new Invesco Active US Real Estate Fund positions in Q3 2025 and 11 closed out, a net change of -3 holders.
  • The largest Invesco Active US Real Estate Fund buyer in Q3 2025 was Cetera Investment Advisers, an estimated $2.34M added.
  • The largest Invesco Active US Real Estate Fund seller in Q3 2025 was Koshinski Asset Management, an estimated $2.71M sold.

Based on aggregated 13F filings for Q3 2025.