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Invesco Active U.S. Real Estate Fund (PSR)



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Upturn Advisory Summary
08/14/2025: PSR (1-star) is currently NOT-A-BUY. Pass it for now.
Analysis of Past Performance
Type ETF | Historic Profit -8.15% | Avg. Invested days 42 | Today’s Advisory PASS |
Upturn Star Rating ![]() ![]() | Upturn Advisory Performance ![]() | ETF Returns Performance ![]() |
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Key Highlights
Volume (30-day avg) - | Beta 1.1 | 52 Weeks Range 79.83 - 98.03 | Updated Date 06/29/2025 |
52 Weeks Range 79.83 - 98.03 | Updated Date 06/29/2025 |
Upturn AI SWOT
Invesco Active U.S. Real Estate Fund
ETF Overview
Overview
The Invesco Active U.S. Real Estate Fund (PSR) is an actively managed ETF that invests primarily in publicly traded U.S. real estate securities. The fund aims to outperform its benchmark by selecting securities and adjusting sector allocations based on market conditions and the manager's outlook. The fund focuses on REITs and other real estate companies.
Reputation and Reliability
Invesco is a well-established global investment management firm with a strong reputation and a long track record of managing ETFs.
Management Expertise
Invesco has a team of experienced portfolio managers and analysts dedicated to real estate investing.
Investment Objective
Goal
Seeks to achieve long-term capital appreciation.
Investment Approach and Strategy
Strategy: Actively managed, aiming to outperform the FTSE NAREIT All Equity REITs Index.
Composition Primarily invests in real estate investment trusts (REITs) and other real estate-related companies.
Market Position
Market Share: Data not reliably available.
Total Net Assets (AUM): 67480000
Competitors
Key Competitors
- VNQ
- REM
- IYR
- SCHH
Competitive Landscape
The real estate ETF market is highly competitive, with several large, passively managed ETFs dominating the space. PSR faces the challenge of demonstrating its value through active management in a market where low-cost, passive strategies are popular. PSR's active management may provide it with opportunities to outperform during periods of market volatility or sector rotation compared to purely passive ETFs.
Financial Performance
Historical Performance: Data not reliably available.
Benchmark Comparison: Data not reliably available.
Expense Ratio: 0.5
Liquidity
Average Trading Volume
PSR's average trading volume is relatively low, which may impact trading costs and execution speed.
Bid-Ask Spread
PSR has a moderate bid-ask spread, which can contribute to trading costs.
Market Dynamics
Market Environment Factors
Economic growth, interest rate changes, and demographic trends all impact the real estate market and, consequently, the performance of REITs. The fund's performance is also affected by the overall health of the commercial and residential real estate sectors.
Growth Trajectory
Growth depends on the fund manager's ability to identify undervalued REITs and capitalize on market trends. There may be changes to strategy and holdings to take advantage of market opportunities.
Moat and Competitive Advantages
Competitive Edge
PSR's competitive edge lies in its active management strategy, which aims to identify and capitalize on opportunities that passive ETFs may miss. The fund's management team uses fundamental research and analysis to select securities and adjust sector allocations. This active approach may provide an advantage during periods of market volatility or sector rotation. However, active management also comes with higher fees and the risk of underperforming the benchmark.
Risk Analysis
Volatility
The fund's volatility is dependent on the underlying volatility of the REITs and real estate securities it holds.
Market Risk
REITs are sensitive to changes in interest rates, economic growth, and property market conditions.
Investor Profile
Ideal Investor Profile
Investors seeking exposure to the U.S. real estate market with the potential for active management to generate alpha may find PSR suitable. Investors who are willing to accept higher fees for the possibility of outperformance are the best fit.
Market Risk
Suitable for long-term investors seeking real estate exposure and who believe active management can add value; less suitable for passive index followers.
Summary
The Invesco Active U.S. Real Estate Fund (PSR) offers exposure to the U.S. real estate market through an actively managed strategy focused on REITs. It aims to outperform its benchmark, but this comes with a higher expense ratio compared to passive alternatives. The fund's success depends on the manager's ability to select securities and adjust sector allocations effectively. PSR is suitable for investors who believe in active management and are willing to pay for the potential outperformance, though it has a relatively low AUM and trading volume compared to some of its competitors.
Peer Comparison
Sources and Disclaimers
Data Sources:
- Invesco Official Website
- ETF.com
- Morningstar
- Yahoo Finance
Disclaimers:
The data and analysis provided are for informational purposes only and should not be considered financial advice. Investment decisions should be made based on individual circumstances and consultation with a qualified financial advisor. Market share data may be estimated.
AI Summarization is directionally correct and might not be accurate.
Summarized information shown could be a few years old and not current.
Fundamental Rating based on AI could be based on old data.
AI-generated summaries may have inaccuracies (hallucinations). Please verify the information before taking action.
About Invesco Active U.S. Real Estate Fund
Exchange NYSE ARCA | Headquaters - | ||
IPO Launch date - | CEO - | ||
Sector - | Industry - | Full time employees - | Website |
Full time employees - | Website |
The fund invests normally at least 80% of its assets in securities of companies that are principally engaged in the U.S. real estate industry and included within the FTSE NAREIT All Equity REITs Index. It also may invest in real estate operating companies (REOCs), as well as securities of other companies principally engaged in the U.S. real estate industry. REOCs are similar to REITs, except that REOCs reinvest their earnings into the business, rather than distributing them to unitholders like REITs. The fund is non-diversified.

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