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Invesco Active US Real Estate PSR

Medalist Rating as of | See Invesco Investment Hub

Morningstar’s Analysis PSR

Will PSR outperform in future?

Get our overall rating based on a fundamental assessment of the pillars below.

The combination of an Average People Pillar rating and a Below Average Process Pillar rating limit Invesco Active US Real Estate to a Morningstar Medalist Rating of Neutral.

null Morningstar Manager Research

Morningstar Manager Research

Summary

The portfolio maintains a sizable cost advantage over competitors, priced within the lowest fee quintile among peers.

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Portfolio Holdings PSR

  • Current Portfolio Date
  • Equity Holdings
  • Bond Holdings
  • Other Holdings
  • % Assets in Top 10 Holdings 57.3
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Equinix Inc

8.77 5.6 Mil
Real Estate

American Tower Corp

8.21 5.2 Mil
Real Estate

Prologis Inc

7.08 4.5 Mil
Real Estate

Realty Income Corp

4.90 3.1 Mil
Real Estate

Kimco Realty Corp

4.83 3.1 Mil
Real Estate

Healthpeak Properties Inc

4.79 3.0 Mil
Real Estate

Rexford Industrial Realty Inc

4.77 3.0 Mil
Real Estate

CubeSmart

4.76 3.0 Mil
Real Estate

Equity Residential

4.74 3.0 Mil
Real Estate

Healthcare Realty Trust Inc

4.40 2.8 Mil
Real Estate