Invesco Active US Real EstatPSRETF

13F holders, Q4 2025 (December 31)
44holders −6
3new positions
9sold out
$173.81avg. 13F price*

At the end of Q4 2025, 44 institutions reported holding Invesco Active US Real Estat (PSR) in their 13F filings, down 6 from Q3 2025. 3 opened new positions and 9 sold out. The largest holders were Itau Unibanco Holding S.A. ($28.5M), Cetera Investment Advisers ($4.7M) and Morgan Stanley ($2.0M).

Company
Invesco Active US Real Estat
CUSIP
46090A101
Latest filing quarter
Q2 2026

History

Number of 13F holders

0204060 Q1 2024: 48Q1 2024Q2 2024: 53Q2 2024Q3 2024: 49Q3 2024Q4 2024: 52Q4 2024Q1 2025: 51Q1 2025Q2 2025: 54Q2 2025Q3 2025: 50Q3 2025Q4 2025: 44Q4 2025Q1 2026: 47Q1 2026Q2 2026: 43Q2 2026

Total Exit/New Position Q3 2025 → Q4 2025

InstitutionsTotal Value
New Positions3$377K
Exits9$2.5M

All 13F filers, Q3 2025 → Q4 2025: 53,060 shares bought and 30,525 shares sold, net +22,535 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 44 holders

Itau Unibanco Holding S.A. 0.70% Add +85.5% 46,330 $28.5M
Cetera Investment Advisers 0.01% Add +14.2% 51,475 $4.7M
Morgan Stanley 0.00% Add +0.7% 22,366 $2.0M
LPL Financial LLC 0.00% Add +4.0% 20,610 $1.9M
Raymond James Financial Inc. 0.00% Add +274.4% 14,670 $1.3M
Royal Bank of Canada 0.00% Add +1.4% 12,790 $1.2M
Osaic Holdings, Inc. 0.00% Reduce -7.1% 10,391 $939K
Montz Harcus Wealth Management LLC 0.35% Add +4.6% 9,542 $862K
Envestnet Asset Management Inc. 0.00% Add +30.2% 8,913 $805K
AA Financial Advisors, LLC 0.13% No change 7,881 $712K
Brio Consultants, LLC 0.08% Add +27.2% 6,999 $632K
Glenmede Trust Co. NA 0.00% — 5,975 $540K
Susquehanna International Group, LLP 0.00% Add +65.0% 5,346 $483K
Ameritas Investment Partners, Inc. 0.01% Add +0.4% 5,068 $458K
Merit Financial Group, LLC 0.00% Add +0.4% 4,998 $452K
Jones Financial Companies LLLP 0.00% Add +1.1% 4,608 $416K
Independent Wealth Network Inc. 0.13% Add +12.5% 4,598 $415K
Tower Research Capital LLC (TRC) 0.01% Add +62.7% 4,418 $399K
Steward Partners Investment Advisory, LLC 0.00% Reduce -22.5% 4,191 $379K
Goldman Sachs Group Inc. 0.00% No change 3,889 $351K
Orion Porfolio Solutions, LLC 0.00% New 3,462 $313K
Cambridge Investment Research Advisors, Inc. 0.00% Reduce -0.4% 3,374 $305K
MML Investors Services, LLC 0.00% Add +6.1% 3,116 $281K
Gateway Wealth Partners, LLC 0.03% Reduce -0.3% 3,052 $276K
J.W. Cole Advisors, Inc. 0.01% Add +17.9% 2,827 $255K
Geneos Wealth Management Inc. 0.01% Reduce -17.2% 2,674 $242K
LongView Wealth Management 0.05% Add +7.8% 2,410 $220K
Pacific Sun Financial Corp 0.11% Reduce -2.8% 2,425 $219K
Commonwealth Equity Services, LLC 0.00% Reduce -8.1% 2,278 $206K
CreativeOne Wealth, LLC 0.01% Reduce -15.5% 2,262 $204K
Kestra Advisory Services, LLC 0.00% Add +0.3% 2,246 $203K
Wells Fargo & Company 0.00% Reduce -2.2% 1,855 $168K
CVA Family Office, LLC 0.01% Reduce -11.8% 1,306 $118K
Global Retirement Partners, LLC 0.00% Add +16.7% 700 $63K
CENTRAL TRUST Co 0.00% No change 567 $51K
Flagship Harbor Advisors, LLC 0.00% New 495 $45K
CX Institutional 0.00% Reduce -4.5% 255 $23K
TD Capital Management LLC 0.00% New 211 $19K
Independence Bank of Kentucky 0.00% No change 100 $9K
EverSource Wealth Advisors, LLC 0.00% Add +1.3% 77 $7K
IFP Advisors, Inc 0.00% No change 53 $5K
Glass Jacobson Investment Advisors llc 0.00% No change 35 $3K
National Bank of Canada 0.00% No change 35 $3K
AE Wealth Management LLC 0.00% No change 23 $2K

"% of holder's portfolio" is PSR's weight in each manager's 13F, not the share of Invesco Active US Real Estat the manager owns.