PSR - ETF AI Analysis
Top Page
Invesco Active U.S. Real Estate Fund (PSR)
PSR, the Invesco Active U.S. Real Estate Fund, earns a solid overall rating largely because its biggest positions in Welltower and Prologis are backed by strong financial performance and strategic growth, giving the fund a stable core in key real estate segments. Additional support comes from quality holdings like Equinix and American Tower, though risks such as high valuations, some bearish technical trends, and weaker names like Crown Castle, combined with the fund’s concentration in U.S. real estate, can limit upside and add sector-specific risk.
PSR vs. SPDR S&P 500 ETF (SPY)
- AUM
- 57.50M
- Region
- North America
- Expense Ratio
- 0.35%
- Beta
- 0.42
- Issuer
- Invesco
- Inception Date
- Nov 20, 2008
- Dividend Yield
- 2.70%
- Asset Class
- Equity
- Index Tracked
- No Underlying Index
PSR Summary
PSR is the Invesco Active U.S. Real Estate Fund, an ETF that focuses on U.S. real estate companies instead of tracking a fixed index. It mainly holds real estate investment trusts (REITs) that own properties like apartments, shopping centers, data centers, and cell towers. Well-known holdings include Prologis and American Tower. Someone might invest in PSR to add diversification and potential income from the real estate sector to their portfolio, while benefiting from professional active management. A key risk is that real estate stocks can go up and down with interest rates and the overall market, so your investment value may fluctuate.
How much will it cost me?
PSR has an expense ratio of 0.35%, which means you’ll pay about $3.50 per year for every $1,000 invested. This cost is a bit higher than the average ETF because PSR is actively managed, with professional managers selecting real estate investments rather than simply tracking an index.
What would affect this ETF?
PSR focuses on U.S. real estate, so it can benefit if the economy stays healthy, demand for properties and data centers grows, and interest rates stabilize or fall, helping major holdings like Welltower, Prologis, and Equinix. On the downside, higher interest rates, weaker U.S. economic growth, or pressure on property values and rents could hurt returns, and its heavy concentration in real estate and U.S. markets means it is more exposed if that sector or region struggles.
PSR Top 10 Holdings
PSR is essentially a pure play on U.S. real estate, with performance driven by a mix of healthcare, logistics, and digital infrastructure REITs. Welltower has been steady but is losing a bit of momentum, while Prologis has been lagging lately, weighing on returns. On the brighter side, American Tower and Crown Castle are rising, giving the fund a lift from the tower and data infrastructure theme, supported by solid showings from Equinix and Digital Realty. With nearly all exposure in U.S. names, this ETF is firmly anchored in domestic property and real assets.
| Name | Company Name | Weight % | Market Value | Market Cap | Yearly Gain | Overall Rating |
|---|---|---|---|---|---|---|
 WELL | Welltower | 10.44% | $6.00M | $172.10B | 29.70% | 77Outperform |
 PLD | Prologis | 8.55% | $4.92M | $124.09B | 3.02% | 76Outperform |
 EQIX | Equinix | 7.59% | $4.36M | $100.34B | 21.67% | 73Outperform |
 AMT | American Tower | 7.02% | $4.03M | $87.09B | 4.64% | 71Outperform |
 DLR | Digital Realty | 6.26% | $3.60M | $67.04B | 5.83% | 69Neutral |
 PSA | Public Storage | 3.78% | $2.17M | $60.68B | 15.63% | 73Outperform |
 UDR | UDR | 3.54% | $2.04M | $19.33B | 5.62% | 64Neutral |
 CCI | Crown Castle | 3.44% | $1.98M | $37.73B | -2.88% | 45Neutral |
 CPT | Camden Property | 3.43% | $1.97M | $13.62B | 1.35% | 73Outperform |
 SPG | Simon Property | 3.24% | $1.86M | $70.46B | 25.61% | 70Outperform |
PSR Technical Analysis
Price Trends
Market Momentum
Evaluating momentum and price trends is crucial in ETF analysis to make informed investment decisions. For PSR, the sentiment is Positive. The current price of 100.76 is above the 20-day moving average (MA) of 98.31, above the 50-day MA of 99.47, and above the 200-day MA of 98.80, indicating a bullish trend. The MACD of 0.36 indicates Negative momentum. The RSI at 58.57 is Neutral, neither overbought nor oversold. The STOCH value of 75.65 is Neutral, not indicating any strong overbought or oversold conditions. Overall, these indicators collectively point to a Positive sentiment for PSR.
PSR Peer Comparison
Comparison Results
| Name | Price | Price Target | AUM | Expense Ratio | Overall Rating |
|---|---|---|---|---|---|
| PSR | $100.76 | $109.00(8.18% Upside) | $57.50M | 0.35% | 69Neutral |
 REIT | $28.95 | $33.08(14.27% Upside) | $55.57M | 0.68% | 68Neutral |
 SRHR | $55.10 | $62.76(13.91% Upside) | $49.99M | 0.75% | 65Neutral |
 BYRE | $26.56 | $30.38(14.39% Upside) | $27.14M | 0.60% | 63Neutral |
 RNTY | $47.50 | $53.72(13.11% Upside) | $4.75M | 0.99% | 70Neutral |
 TRUR | $24.42 | $27.54(12.76% Upside) | $243.74K | 0.17% | 65Neutral |
Performance Comparison
| Show on chart | Ticker | Company Name | Price | Change | % Change |
|---|---|---|---|---|---|
| PSR | Invesco Active U.S. Real Estate Fund | 100.76 | 12.47 | 14.12% | |
| REIT | ALPS Active REIT ETF | 28.95 | 3.27 | 12.76% | |
| SRHR | SRH REIT Covered Call ETF | 55.10 | 5.24 | 10.51% | |
| BYRE | Principal Real Estate Active Opportunities ETF | 26.56 | 2.30 | 9.49% | |
| RNTY | YieldMax Target 12 Real Estate Option Income ETF | 47.50 | 3.67 | 8.37% | |
| TRUR | VanEck Real Estate TruSector ETF | 24.42 | -0.30 | -1.23% |
This AI Analyst ETF Report is automatically generated by our AI systems using advanced algorithms and publicly available financial, technical, and market data. While the information provided aims to be accurate and insightful, it is intended for informational purposes only and should not be considered financial advice. Any content created by an AI (Artificial Intelligence) system may contain inaccuracies and/or contain errors. Investing in ETFs carries inherent risks, and past performance is not indicative of future results. This report does not account for your personal financial circumstances, objectives, or risk tolerance. Always conduct your own research or consult with a qualified financial advisor before making investment decisions. The analysis and recommendations provided are based on historical and current data and may not fully reflect future market conditions or unexpected developments. Neither the creators of this report nor its affiliated entities guarantee the accuracy, completeness, or reliability of the information presented. Use this report at your own discretion and risk.