Invesco Realty, Inc. holds 5,972,698 shares of Invesco Commercial Real Estate Finance Trust, accounting for 10.24% of the outstanding common stock. The 13D filing classifies this stake as activist rather than passive, with ownership spanning the trust’s Class I, Class D, Class E, and Class S common stock categories.
Key Highlights
- Invesco Realty’s reported holdings include Class S, Class D, Class I, and Class E common stock.
- The ownership percentage is calculated based on 58,333,811 common shares issued and outstanding.
- Additional reporting entities hold beneficial ownership of 6,487,945 shares, representing 11.12%.
Invesco Commercial Real Estate Finance Trust, Inc. has an activist shareholder owning 5,972,698 shares, equivalent to 10.24% of its common stock, with the position reported as of 09/01/2026.
Details of Invesco Realty’s Holdings
Invesco Realty’s beneficial ownership spans four classes of the trust’s common stock, including 1,498,497 Class S shares, 1,499,487 Class D shares, 1,495,126 Class I shares, and 1,479,586 Class E shares. Each share carries a par value of $0.01. The 10.24% ownership figure is based on the total of 58,333,811 common shares outstanding.
Additional Ownership Information
Invesco Advisers, Inc. reports beneficial ownership of 6,487,945 shares, or 11.12% of the outstanding common stock. This total includes Invesco Realty’s holdings across the four classes plus 515,246 Class E shares held directly by Invesco Advisers. Ownership details for these entities cover Class I, Class D, Class E, and Class S common stock.
Update on Class E Stock Ownership
The trust’s common stock ownership data is detailed across all four classes, with the cover page specifically referencing Class I common stock having a par value of $0.01 per share.