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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 cost advantage over competitors, priced within the least expensive fee quintile among peers.

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Portfolio Holdings PSR

  • Current Portfolio Date
  • Equity Holdings 75
  • Bond Holdings 0
  • Other Holdings 2
  • % Assets in Top 10 Holdings 34.6
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Digital Realty Trust Inc

5.19
4,794,247
Real Estate

Equinix Inc

5.04
4,660,723
Real Estate

Crown Castle Inc

4.61
4,264,853
Real Estate

SBA Communications Corp Class A

4.58
4,235,239
Real Estate

American Tower Corp

4.58
4,233,847
Real Estate

Americold Realty Trust Inc

2.15
1,986,164
Real Estate

Rexford Industrial Realty Inc

2.12
1,964,393
Real Estate

First Industrial Realty Trust Inc

2.12
1,958,669
Real Estate

Terreno Realty Corp

2.10
1,942,951
Real Estate

Stag Industrial Inc

2.10
1,940,414
Real Estate