Invesco Active U.S. Real Estate Fund ETF (PSR) focuses on U.S. equity REITs with a proprietary methodology. Compared to VNQ, PSR has growth characteristics and a similar risk-adjusted return since November 2008. However, it has lagged the sector benchmark and four actively managed real estate ETFs over the last three years.
| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| AE Andrew Endelman Independent Wealth Network Inc. | 4,598 | $435,182.9 | $483,709.6 | $48,526.7 | 11.15% |
| ABH Alexander B. Harcus Montz Harcus Wealth Management LLC | 9,542 | $956,060.21 | $993,990.14 | $37,929.93 | 3.97% |
John Hayes LongView Wealth Management | 2,410 | $223,115.68 | $253,387.4 | $30,271.72 | 13.57% |
Ralph Antolino, Jr AA Financial Advisors, LLC | 7,881 | $719,404.06 | $828,135.48 | $108,731.42 | 15.11% |
| ARCA Exchange | US Country |
The fund is specifically designed for investors aiming to gain exposure to the U.S. real estate sector. By predominantly investing in securities of companies heavily involved in the U.S. real estate industry, which are part of the FTSE NAREIT All Equity REITs Index, the fund seeks to offer a targeted investment opportunity. These companies include a combination of Real Estate Investment Trusts (REITs) and Real Estate Operating Companies (REOCs), which allows for a diversified approach within the real estate investment sector. REITs are known for distributing a significant portion of their earnings to investors, providing potential income along with real estate exposure. In contrast, REOCs retain earnings to reinvest in their business, offering a different growth potential. This strategic focus aims to cater to investors looking for real estate exposure through a publicly traded investment vehicle.
The fund primarily invests in securities belonging to companies that are significantly engaged in the U.S. real estate market. These securities form the core of the fund's investment strategy, targeting the dynamic and diverse U.S. real estate sector.
Investments are concentrated on companies included within the FTSE NAREIT All Equity REITs Index. This index is a comprehensive reflection of the U.S. real estate industry through the lens of equity REITs, making it a pivotal reference point for investment decisions within the fund.
Beyond REITs, the fund also allocates assets towards Real Estate Operating Companies (REOCs). REOCs offer a different investment profile within the real estate sector by reinvesting their earnings into their operations rather than distributing them. This opens up avenues for growth and capital appreciation, complementing the income focus of REITs within the fund's portfolio.