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PSR - ETF AI Analysis
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Invesco Active U.S. Real Estate Fund (PSR)
Rating:69Neutral
Price Target:―
Positive Factors
Solid Year-to-Date Performance
The fund has delivered a positive return so far this year, showing generally supportive conditions for its real estate holdings.
Strong Contribution from Several Top Holdings
Key positions like Prologis, Digital Realty, Cubesmart, and Equinix have shown strong gains, helping drive the ETF’s overall results.
Focused U.S. Real Estate Exposure
The fund’s near-total focus on U.S. real estate gives investors targeted access to a single, familiar market segment.
Negative Factors
High Sector Concentration
Almost all assets are in the real estate sector, so the fund is highly sensitive to downturns in property markets and interest-rate moves.
Limited Geographic Diversification
With virtually all holdings in the United States, the ETF offers little protection if the U.S. real estate market struggles.
Moderately High Expense Ratio for a Real Estate ETF
The fund’s ongoing fee is on the higher side compared with many index-based ETFs, which can modestly reduce long-term returns.
PSR vs. SPDR S&P 500 ETF (SPY)
AUM50.25M
RegionNorth America
Expense Ratio0.55%
Beta0.45
IssuerInvesco
Inception DateNov 20, 2008
Dividend Yield2.37%
Asset ClassEquity
Index TrackedNo Underlying Index
Share Statistics
EPS (TTM)N/A
Shares OutstandingN/A
10 Day Avg. Volume1,742
30 Day Avg. Volume1,992
Financial Highlights & Ratios
PEG RatioN/A
Price to Book (P/B)N/A
Price to Sales (P/S)N/A
P/FCF RatioN/A
Enterprise Value/Market CapN/A
Enterprise Value/RevenueN/A
Enterprise Value/Gross ProfitN/A
Enterprise Value/EbitdaN/A
Forecast
1Y Price Target
105.80Price Target Upside― Downside
Rating ConsensusModerate Buy
Number of Analyst Covering32
EPS Forecast (FY)N/A
Revenue Forecast (FY)N/A
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 warehouses, cell towers, apartments, and data centers. Well-known holdings include Prologis and American Tower. Someone might invest in PSR to seek income and growth from the real estate sector while adding diversification beyond regular stocks and bonds. A key risk is that it is heavily concentrated in real estate, so its price can rise or fall sharply with changes in property values, interest rates, and the broader market.
How much will it cost me?The expense ratio for the Invesco Active U.S. Real Estate Fund (PSR) is 0.55%, which means you’ll pay $5.50 per year for every $1,000 invested. This is higher than average because it’s an actively managed fund, where professional managers select investments to try to outperform the market.
What would affect this ETF?The PSR ETF, focused on the U.S. real estate sector, could benefit from positive trends such as lower interest rates, which make borrowing cheaper for real estate companies, and increased demand for industrial and residential properties. However, it may face challenges from rising interest rates, which can increase costs for property developers, or economic slowdowns that reduce demand for commercial spaces. The fund's heavy exposure to companies like Prologis and American Tower highlights its reliance on industrial and infrastructure-related real estate, which could be impacted by regulatory changes or shifts in market demand.
PSR Top 10 Holdings
PSR is a pure U.S. real estate play, and its story right now is all about a tug-of-war within REITs. Industrial giant Prologis and healthcare-focused Welltower have been quietly pulling the fund higher, with steady to rising momentum. On the tech-leaning side, data-center names like Digital Realty and Equinix are adding some spark, even if their recent moves have been a bit mixed. Offsetting that strength, tower REITs such as American Tower and especially Crown Castle have been lagging, acting as a brake on overall performance.
Name | Company Name | Weight % | Market Value | Market Cap | Yearly Gain | Overall Rating |
|---|---|---|---|---|---|---|
| Prologis | 8.61% | $4.30M | $134.87B | 14.80% | 76 Outperform | |
| American Tower | 8.17% | $4.08M | $90.39B | -1.03% | 71 Outperform | |
| Welltower | 7.91% | $3.95M | $150.35B | 39.33% | 77 Outperform | |
| Digital Realty | 7.34% | $3.66M | $61.81B | 3.78% | 69 Neutral | |
| Equinix | 5.06% | $2.52M | $93.54B | -1.58% | 73 Outperform | |
| Cubesmart | 4.47% | $2.23M | $8.90B | -6.32% | 68 Neutral | |
| Gaming and Leisure | 4.08% | $2.04M | $13.38B | -4.65% | 72 Outperform | |
| Tanger | 4.03% | $2.01M | $4.02B | -0.17% | 65 Neutral | |
| Crown Castle | 3.99% | $1.99M | $40.00B | -2.05% | 45 Neutral | |
| AvalonBay | 3.61% | $1.80M | $25.15B | -18.16% | 74 Outperform |
PSR Technical Analysis
Positive
―
Price Trends
92.16
Positive
91.74
Positive
91.13
Positive
Market Momentum
1.73
Negative
67.19
Neutral
91.19
Negative
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 undefined is equal to the 20-day moving average (MA) of 93.97, equal to the 50-day MA of 92.16, and equal to the 200-day MA of 91.13, indicating a bullish trend. The MACD of 1.73 indicates Negative momentum. The RSI at 67.19 is Neutral, neither overbought nor oversold. The STOCH value of 91.19 is Negative, not indicating any strong overbought or oversold conditions. Overall, these indicators collectively point to a Positive sentiment for PSR.
PSR Peer Comparison
Comparison Results
Performance Comparison
PSR
Invesco Active U.S. Real Estate Fund
97.68
6.46
7.08%
SRHR
SRH REIT Covered Call ETF
―
―
―
REIT
ALPS Active REIT ETF
―
―
―
BYRE
Principal Real Estate Active Opportunities ETF
―
―
―
RNTY
YieldMax Target 12 Real Estate Option Income ETF
―
―
―
JRE
Janus Henderson U.S. Real Estate ETF
―
―
―
Glossary
BuyAn ETF rated as a "Buy" is expected to perform better than the overall market or a specific benchmark over the near-to-medium term. This rating suggests the ETF is likely to deliver higher returns compared to other ETFs in the same sector or market index. Note: This is not investment advice; please consult a financial advisor before making investment decisions.
HoldAn ETF rated as a "Hold" s expected to perform in line with the overall market or a specific benchmark. This rating indicates that the ETF is neither particularly compelling nor unfavorable for investment. Note: This is not investment advice; please consult a financial advisor before making investment decisions.
SellAn ETF rated as a "Sell" is expected to perform worse than the overall market or a specific benchmark over the near-to-medium term. This rating suggests the ETF may deliver lower returns compared to other ETFs in the same sector or market index. Note: This is not investment advice; please consult a financial advisor before making investment decisions.
Disclaimer
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.Date of analysis: ―
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