Invesco Active U.S. Real Estate Fund PSR

Medalist Rating as of | See Invesco Investment Hub

Morningstar’s Analysis PSR

Will PSR outperform in the future?

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

null Morningstar Automated Analysis

Morningstar Automated Analysis

Summary

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.

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Portfolio Holdings PSR

  • 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

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