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Invesco Active US Real Estate Fund
PSR

47 hedge funds and large institutions have $23M invested in Invesco Active US Real Estate Fund in 2026 Q1 according to their latest regulatory filings, with 9 funds opening new positions, 17 increasing their positions, 13 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

31% more repeat investments, than reductions

Existing positions increased: 17 | Existing positions reduced: 13

7% more funds holding

Funds holding: 44 → 47 (+3)

6.43% less ownership

Funds ownership: 54.89% → 48.46% (-6.4%)

55% less capital invested

Capital invested by funds: $50.6M → $23M (-$27.6M)

100% less call options, than puts

Call options by funds: $0 | Put options by funds: $7K

Holders
47
Holders Change
+3
Holders Change %
+6.82%
% of All Funds
0.58%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
9
Increased
17
Reduced
13
Closed
5
Calls
–
Puts
$7K
Net Calls
-$7K
Net Calls Change
-$7K

Top Buyers

1
Susquehanna International Group
Susquehanna International Group
Pennsylvania
+$712K
2
Cetera Investment Advisers
Cetera Investment Advisers
Illinois
+$620K
3
Citadel Advisors
Citadel Advisors
Florida
+$601K
4
GWP
Gateway Wealth Partners
Wisconsin
+$307K
5
CI
CX Institutional
Indiana
+$292K

Top Sellers

1
IUHSA
Itau Unibanco Holding S.A.
Brazil
-$28.5M
2
Morgan Stanley
Morgan Stanley
New York
-$1.18M
3
LPL Financial
LPL Financial
California
-$705K
4
IWN
Independent Wealth Network
Iowa
-$415K
5
BCI
Brinker Capital Investments
Pennsylvania
-$313K
Name Holding Trade Value Shares
Change 		Change in
Stake
Cetera Investment Advisers
1
Cetera Investment Advisers
Illinois
$5.37M +$620K +6,553 +13%
Raymond James Financial
2
Raymond James Financial
Florida
$1.32M -$38.8K -410 -3%
LPL Financial
3
LPL Financial
California
$1.22M -$705K -7,453 -36%
Royal Bank of Canada
4
Royal Bank of Canada
Ontario, Canada
$1.19M +$9.65K +102 +0.8%
Susquehanna International Group
5
Susquehanna International Group
Pennsylvania
$1.19M +$712K +7,521 +141%
MHWM
6
Montz Harcus Wealth Management
Louisiana
$991K +$109K +1,156 +12%
Envestnet Asset Management
7
Envestnet Asset Management
Illinois
$990K +$168K +1,779 +20%
Osaic Holdings
8
Osaic Holdings
Arizona
$951K -$11.9K -126 -1%
Morgan Stanley
9
Morgan Stanley
New York
$912K -$1.18M -12,514 -56%
AFA
10
AA Financial Advisors
Ohio
$730K – – –
BC
11
Brio Consultants
California
$692K -$14.3K -151 -2%
Citadel Advisors
12
Citadel Advisors
Florida
$588K +$601K +6,352 New
GWP
13
Gateway Wealth Partners
Wisconsin
$583K +$307K +3,246 +106%
GT
14
Glenmede Trust
Pennsylvania
$553K – – –
AIP
15
Ameritas Investment Partners
Nebraska
$470K +$284 +3 +0.1%
MFG
16
Merit Financial Group
Georgia
$465K +$2.37K +25 +0.5%
SPIA
17
Steward Partners Investment Advisory
New York
$393K +$5.02K +53 +1%
Jones Financial Companies
18
Jones Financial Companies
Missouri
$373K -$48.3K -510 -11%
Goldman Sachs
19
Goldman Sachs
New York
$360K – – –
TRCT
20
Tower Research Capital (TRC)
New York
$340K -$71K -750 -17%
CI
21
CX Institutional
Indiana
$310K +$292K +3,090 +1,212%
Cambridge Investment Research Advisors
22
Cambridge Investment Research Advisors
Iowa
$300K -$13.2K -139 -4%
JWCA
23
J.W. Cole Advisors
Florida
$285K +$23.7K +250 +9%
Two Sigma Investments
24
Two Sigma Investments
New York
$269K +$274K +2,900 New
Jane Street
25
Jane Street
New York
$267K +$272K +2,878 New
1
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PSR Hedge Fund Activity: Q1 2026 in Review

47 of the 8,126 institutional investors tracked by Wall St. Rank reported a position in Invesco Active US Real Estate Fund (PSR) for Q1 2026, worth a combined $23M — down 55% from $50.6M a quarter earlier.

Buyers outnumbered sellers: 9 funds opened new PSR positions and 5 closed out — a net gain of 4 holders — while 17 added to existing stakes and 13 trimmed.

The largest buyer was Susquehanna International Group, adding an estimated $712K. The largest seller was Itau Unibanco Holding S.A., exiting entirely with an estimated $28.5M sold.

  • 47 institutional investors held Invesco Active US Real Estate Fund (PSR) as of Q1 2026, up from 44 in Q4 2025.
  • Funds reported $23M of Invesco Active US Real Estate Fund stock for Q1 2026, down 55% quarter-over-quarter.
  • 9 funds opened new Invesco Active US Real Estate Fund positions in Q1 2026 and 5 closed out, a net change of +4 holders.
  • The largest Invesco Active US Real Estate Fund buyer in Q1 2026 was Susquehanna International Group, an estimated $712K added.
  • The largest Invesco Active US Real Estate Fund seller in Q1 2026 was Itau Unibanco Holding S.A., an estimated $28.5M sold.

Based on aggregated 13F filings for Q1 2026.