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Invesco Active US Real Estate Fund
PSR

44 hedge funds and large institutions have $50.6M invested in Invesco Active US Real Estate Fund in 2025 Q4 according to their latest regulatory filings, with 4 funds opening new positions, 21 increasing their positions, 11 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

91% more repeat investments, than reductions

Existing positions increased: 21 | Existing positions reduced: 11

35% more capital invested

Capital invested by funds: $37.6M → $50.6M (+$13M)

6.96% more ownership

Funds ownership: 47.92% → 54.89% (+7%)

12% less funds holding

Funds holding: 50 → 44 (-6)

56% less first-time investments, than exits

New positions opened: 4 | Existing positions closed: 9

Holders
44
Holders Change
-6
Holders Change %
-12%
% of All Funds
0.54%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
4
Increased
21
Reduced
11
Closed
9
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
IUHSA
Itau Unibanco Holding S.A.
Brazil
+$1.96M
2
Raymond James Financial
Raymond James Financial
Florida
+$985K
3
Cetera Investment Advisers
Cetera Investment Advisers
Illinois
+$585K
4
BCI
Brinker Capital Investments
Pennsylvania
+$317K
5
Susquehanna International Group
Susquehanna International Group
Pennsylvania
+$193K

Top Sellers

1
VF
Virtu Financial
New York
-$1.89M
2
Citadel Advisors
Citadel Advisors
Florida
-$311K
3
UBS Group
UBS Group
Switzerland
-$250K
4
SPIA
Steward Partners Investment Advisory
New York
-$111K
5
Osaic Holdings
Osaic Holdings
Arizona
-$72.7K
Name Holding Trade Value Shares
Change 		Change in
Stake
IUHSA
1
Itau Unibanco Holding S.A.
Brazil
$28.5M +$1.96M +21,350 +85%
Cetera Investment Advisers
2
Cetera Investment Advisers
Illinois
$4.65M +$585K +6,384 +14%
Morgan Stanley
3
Morgan Stanley
New York
$2.02M +$14.1K +154 +0.7%
LPL Financial
4
LPL Financial
California
$1.86M +$72.4K +790 +4%
Raymond James Financial
5
Raymond James Financial
Florida
$1.33M +$985K +10,752 +274%
Royal Bank of Canada
6
Royal Bank of Canada
Ontario, Canada
$1.16M +$15.6K +170 +1%
Osaic Holdings
7
Osaic Holdings
Arizona
$939K -$72.7K -794 -7%
MHWM
8
Montz Harcus Wealth Management
Louisiana
$862K +$38.6K +422 +5%
Envestnet Asset Management
9
Envestnet Asset Management
Illinois
$805K +$189K +2,069 +30%
AFA
10
AA Financial Advisors
Ohio
$712K – – –
BC
11
Brio Consultants
California
$632K +$137K +1,497 +27%
GT
12
Glenmede Trust
Pennsylvania
$540K +$547K +5,975 New
Susquehanna International Group
13
Susquehanna International Group
Pennsylvania
$483K +$193K +2,107 +65%
AIP
14
Ameritas Investment Partners
Nebraska
$458K +$1.92K +21 +0.4%
MFG
15
Merit Financial Group
Georgia
$452K +$2.02K +22 +0.4%
Jones Financial Companies
16
Jones Financial Companies
Missouri
$416K +$4.67K +51 +1%
IWN
17
Independent Wealth Network
Iowa
$415K +$46.8K +511 +13%
TRCT
18
Tower Research Capital (TRC)
New York
$399K +$156K +1,702 +63%
SPIA
19
Steward Partners Investment Advisory
New York
$379K -$111K -1,216 -22%
Goldman Sachs
20
Goldman Sachs
New York
$351K – – –
BCI
21
Brinker Capital Investments
Pennsylvania
$313K +$317K +3,462 New
Cambridge Investment Research Advisors
22
Cambridge Investment Research Advisors
Iowa
$305K -$1.37K -15 -0.4%
MML Investors Services
23
MML Investors Services
Massachusetts
$281K +$16.3K +178 +6%
GWP
24
Gateway Wealth Partners
Wisconsin
$276K -$733 -8 -0.3%
JWCA
25
J.W. Cole Advisors
Florida
$255K +$39.4K +430 +18%
1
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PSR Hedge Fund Activity: Q4 2025 in Review

44 of the 8,223 institutional investors tracked by Wall St. Rank reported a position in Invesco Active US Real Estate Fund (PSR) for Q4 2025, worth a combined $50.6M — up 35% from $37.6M a quarter earlier.

Sellers outnumbered buyers: 9 funds closed out of PSR and 4 opened new positions — a net loss of 5 holders — while 11 trimmed existing stakes and 21 added.

The largest buyer was Itau Unibanco Holding S.A., adding an estimated $1.96M. The largest seller was Virtu Financial, exiting entirely with an estimated $1.89M sold.

  • 44 institutional investors held Invesco Active US Real Estate Fund (PSR) as of Q4 2025, down from 50 in Q3 2025.
  • Funds reported $50.6M of Invesco Active US Real Estate Fund stock for Q4 2025, up 35% quarter-over-quarter.
  • 4 funds opened new Invesco Active US Real Estate Fund positions in Q4 2025 and 9 closed out, a net change of -5 holders.
  • The largest Invesco Active US Real Estate Fund buyer in Q4 2025 was Itau Unibanco Holding S.A., an estimated $1.96M added.
  • The largest Invesco Active US Real Estate Fund seller in Q4 2025 was Virtu Financial, an estimated $1.89M sold.

Based on aggregated 13F filings for Q4 2025.