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

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$90.15
Last Close (24-hour delay)
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PASS
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Upturn Advisory Summary

08/14/2025: PSR (1-star) is currently NOT-A-BUY. Pass it for now.

Upturn Star Rating

rating

Not Recommended Performance

These Stocks/ETFs, based on Upturn Advisory, consistently fall short of market performance, signaling caution before investing.

Analysis of Past Performance

Type ETF
Historic Profit -8.15%
Avg. Invested days 42
Today’s Advisory PASS
Upturn Star Rating Upturn stock ratingUpturn stock rating
Upturn Advisory Performance Upturn Advisory Performance 2.0
ETF Returns Performance Upturn Returns Performance 1.0
Upturn Profits based on simulationUpturn Profits based on simulation Profits based on simulation
Upturn Profits based on simulationUpturn Profits based on simulation Last Close 08/14/2025

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

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Invesco Active U.S. Real Estate Fund

stock logo

ETF Overview

overview logo 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.

reliability logo Reputation and Reliability

Invesco is a well-established global investment management firm with a strong reputation and a long track record of managing ETFs.

reliability logo Management Expertise

Invesco has a team of experienced portfolio managers and analysts dedicated to real estate investing.

Investment Objective

overview logo 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

overview logo 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.

Upturn AI SummarizationUpturn AI Summarization AI Summarization is directionally correct and might not be accurate.

Upturn AI SummarizationUpturn AI Summarization Summarized information shown could be a few years old and not current.

Upturn AI SummarizationUpturn AI Summarization Fundamental Rating based on AI could be based on old data.

Upturn AI SummarizationUpturn AI Summarization 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.