Invesco Active US Real Estate holds a quantitatively derived Neutral Morningstar Medalist Rating. The rating suggests the model does not express a clear expectation of outperformance or underperformance relative to peers over a full market cycle.
Invesco Active U.S. Real Estate Fund PSR
Morningstar’s Analysis PSR
Will PSR outperform in the future?
Get our overall rating based on a fundamental assessment of the pillars below.
People Pillar
Parent Pillar
- Current Portfolio Date
- Equity Holdings —
- Bond Holdings —
- Other Holdings —
- % Assets in Top 10 Holdings 56.4
|
Top 10 Holdings
|
% Portfolio Weight
|
Market Value USD
|
Sector
|
|---|---|---|---|
Prologis Inc | 9.55 | 6M | Real Estate |
Welltower Inc | 8.46 | 5M | Real Estate |
American Tower Corp | 7.16 | 4M | Real Estate |
Digital Realty Trust Inc | 5.93 | 4M | Real Estate |
Equinix Inc | 4.79 | 3M | Real Estate |
Terreno Realty Corp | 4.78 | 3M | Real Estate |
Tanger Inc | 4.20 | 3M | Real Estate |
Omega Healthcare Investors Inc | 4.07 | 2M | Real Estate |
UDR Inc | 3.75 | 2M | Real Estate |
Camden Property Trust | 3.70 | 2M | Real Estate |