STOCK TITAN

[Form 4] Invesco Ltd. Insider Trading Activity

Filing Impact
(Low)
Filing Sentiment
(Neutral)
Form Type
4

Invesco Ltd./Invesco Advisers, Inc. reported changes in beneficial ownership of Invesco Real Estate Income Trust Inc. Class E common stock. On 09/30/2025 Invesco Advisers, Inc. disposed of 5,778.639 shares at $27.9836 each, reducing its holdings to 107,625.476 shares. On 10/01/2025 the adviser acquired 9,303.62 shares at the same price, increasing total beneficial ownership to 116,929.096 shares. The filing states the 09/30 transaction was a repurchase of shares held by the adviser and the 10/01 acquisition represents payment of the management fee in stock. The reporting persons are identified as directors by deputization and the filings were signed by an attorney-in-fact.

Invesco Ltd./Invesco Advisers, Inc. ha comunicato cambiamenti nella proprietà beneficiaria di Invesco Real Estate Income Trust Inc. Class E azioni ordinarie. Il 30/09/2025 Invesco Advisers, Inc. ha venduto 5,778.639 azioni a $27.9836 ciascuna, riducendo le sue partecipazioni a 107,625.476 azioni. Il 01/10/2025 l'advisor ha acquisito 9,303.62 azioni al medesimo prezzo, aumentando la proprietà beneficiaria totale a 116,929.096 azioni. La documentazione indica che la transazione del 30/09 è stata un riacquisto di azioni detenute dall'advisor e l'acquisizione del 01/10 rappresenta il pagamento della commissione di gestione in azioni. Le persone riportanti sono identificate come direttori per delega e i documenti sono stati firmati da un procuratore-in-fatto.

Invesco Ltd./Invesco Advisers, Inc. informó cambios en la titularidad beneficiaria de Invesco Real Estate Income Trust Inc. Class E acciones comunes. El 30/09/2025 Invesco Advisers, Inc. vendió 5,778.639 acciones a $27.9836 cada una, reduciendo sus participaciones a 107,625.476 acciones. El 01/10/2025 el asesor adquirió 9,303.62 acciones al mismo precio, aumentando la titularidad total de campo a 116,929.096 acciones. El escrito indica que la transacción del 30/09 fue una recompra de las acciones que poseía el asesor y que la adquisición del 01/10 representa el pago de la comisión de gestión en acciones. Las personas reportadas son identificadas como directores por delegación y los documentos fueron firmados por un apoderado.

Invesco Ltd./Invesco Advisers, Inc.는 Invesco Real Estate Income Trust Inc. Class E 보통주에 대한 유익한 소유권 변동을 보고했습니다. 2025-09-30 Invesco Advisers, Inc.는 5,778.639주를 $27.9836에 처분해 보유 주식을 107,625.476주로 감소시켰습니다. 2025-10-01 자문사는 같은 가격으로 9,303.62주를 취득하여 총 유익한 소유주 수를 116,929.096주로 늘렸습니다. 제출 문서는 9/30 거래가 자문사가 보유한 주식을 재매입한 것이고 10/01 취득은 관리 수수료를 주식으로 지급한 것이라고 명시합니다. 보고 대상자는 파견된 이사로 식별되며 서류는 대리인이 서명했습니다.

Invesco Ltd./Invesco Advisers, Inc. a annoncé des changements dans la propriété bénéficiaire du Invesco Real Estate Income Trust Inc. Class E actions ordinaires. Le 30/09/2025, Invesco Advisers, Inc. a vendu 5,778.639 actions à $27.9836 chacune, réduisant ses participations à 107,625.476 actions. Le 01/10/2025, le conseiller a acquis 9,303.62 actions au même prix, portant la propriété bénéficiaire totale à 116,929.096 actions. Le dossier indique que la transaction du 30/09 était un rachat d’actions détenues par le conseiller et que l’acquisition du 01/10 représente le paiement des frais de gestion en actions. Les personnes déclarantes sont identifiées comme administrateurs par délégation et les documents ont été signés par un mandataire.

Invesco Ltd./Invesco Advisers, Inc. berichteten Änderungen der im Invesco Real Estate Income Trust Inc. Class E Stammaktieninhaberschaft. Am 30.09.2025 veräußerte Invesco Advisers, Inc. 5,778.639 Aktien zu $27.9836 je Aktie und verringerte damit seine Beteiligung auf 107,625.476 Aktien. Am 01.10.2025 erwarb der Berater 9,303.62 Aktien zum gleichen Preis und erhöhte die gesamte berechtigte Eigentümerschaft auf 116,929.096 Aktien. Das Einreichungsdokument gibt an, dass die Transaktion vom 30.09. eine Rückkaufaktion von vom Berater gehaltenen Aktien war und dass der Erwerb am 01.10 die Zahlung der Verwaltungsgebühr in Aktien darstellt. Die meldepflichtigen Personen werden als Direktoren durch Delegation identifiziert und die Unterlagen wurden von einem Bevollmächtigten unterschrieben.

Invesco Ltd./Invesco Advisers, Inc. أعلنت عن تغييرات في الملكية المستفيدة لـ Invesco Real Estate Income Trust Inc. Class E أسهم عادية. في 30/09/2025 قامت Invesco Advisers, Inc. ببيع 5,778.639 سهمًا بسعر $27.9836 للسهم الواحد، مما قلل حصتها إلى 107,625.476 سهمًا. في 01/10/2025 اشترى المستشار 9,303.62 سهمًا بالسعر نفسه، محققًا زيادة في الملكية المستفيدة الإجمالية إلى 116,929.096 سهمًا. يذكر الملف أن معاملة 30/09 كانت إعادة شراء للأسهم التي يمتلكها المستشار وأن الاكتساب في 01/10 يمثل دفع أتعاب الإدارة بالأسهم. الأشخاص المبلغ عنهم معرّفين كمديرين بالتفويض، وتم توقيع الوثائق من قبل محامٍ وكيَل.

Invesco Ltd./Invesco Advisers, Inc. 报告了 Invesco Real Estate Income Trust Inc. Class E 普通股的受益所有权变动。2025-09-30,Invesco Advisers, Inc. 以每股 $27.9836 的价格处置了 5,778.639 股,股权降至 107,625.476 股。2025-10-01,该顾问以相同价格购买了 9,303.62 股,使总受益所有权增至 116,929.096 股。申报文件称,9/30 的交易是顾问所持股份的回购,10/01 的取得代表以股票支付的管理费。申报人被标识为经委任的董事,文档由代理律师签署。

Positive
  • None.
Negative
  • None.

Insights

TL;DR: Routine insider transactions: a small repurchase followed by fee-paid share issuance increased net beneficial holdings.

The Form 4 shows a net increase of 9,303.62 shares acquired and 5,778.639 shares disposed across two consecutive dates, resulting in a net increase of 4, (524.981) shares and a concluding beneficial position of 116,929.096 shares. The acquisition on 10/01 is explicitly described as payment of the management fee, which is a non-cash compensation mechanism that increases the adviser\'s economic exposure to the issuer. The transactions are disclosed under Section 16 reporting rules and appear administrative in nature rather than indicative of a change in corporate control or strategy.

TL;DR: Transactions reflect standard adviser-client mechanics; reporting and signatures are in order.

The filing identifies Invesco Advisers, Inc. as a wholly owned indirect subsidiary of Invesco Ltd. and notes directors are reported \"by deputization\" for Section 16 purposes. The repurchase and fee-paid issuance are documented with prices and share amounts and the form is signed by an attorney-in-fact. From a governance perspective, these events are routine disclosures of related-party/adviser compensation activity and do not, on their face, raise new governance concerns.

Invesco Ltd./Invesco Advisers, Inc. ha comunicato cambiamenti nella proprietà beneficiaria di Invesco Real Estate Income Trust Inc. Class E azioni ordinarie. Il 30/09/2025 Invesco Advisers, Inc. ha venduto 5,778.639 azioni a $27.9836 ciascuna, riducendo le sue partecipazioni a 107,625.476 azioni. Il 01/10/2025 l'advisor ha acquisito 9,303.62 azioni al medesimo prezzo, aumentando la proprietà beneficiaria totale a 116,929.096 azioni. La documentazione indica che la transazione del 30/09 è stata un riacquisto di azioni detenute dall'advisor e l'acquisizione del 01/10 rappresenta il pagamento della commissione di gestione in azioni. Le persone riportanti sono identificate come direttori per delega e i documenti sono stati firmati da un procuratore-in-fatto.

Invesco Ltd./Invesco Advisers, Inc. informó cambios en la titularidad beneficiaria de Invesco Real Estate Income Trust Inc. Class E acciones comunes. El 30/09/2025 Invesco Advisers, Inc. vendió 5,778.639 acciones a $27.9836 cada una, reduciendo sus participaciones a 107,625.476 acciones. El 01/10/2025 el asesor adquirió 9,303.62 acciones al mismo precio, aumentando la titularidad total de campo a 116,929.096 acciones. El escrito indica que la transacción del 30/09 fue una recompra de las acciones que poseía el asesor y que la adquisición del 01/10 representa el pago de la comisión de gestión en acciones. Las personas reportadas son identificadas como directores por delegación y los documentos fueron firmados por un apoderado.

Invesco Ltd./Invesco Advisers, Inc.는 Invesco Real Estate Income Trust Inc. Class E 보통주에 대한 유익한 소유권 변동을 보고했습니다. 2025-09-30 Invesco Advisers, Inc.는 5,778.639주를 $27.9836에 처분해 보유 주식을 107,625.476주로 감소시켰습니다. 2025-10-01 자문사는 같은 가격으로 9,303.62주를 취득하여 총 유익한 소유주 수를 116,929.096주로 늘렸습니다. 제출 문서는 9/30 거래가 자문사가 보유한 주식을 재매입한 것이고 10/01 취득은 관리 수수료를 주식으로 지급한 것이라고 명시합니다. 보고 대상자는 파견된 이사로 식별되며 서류는 대리인이 서명했습니다.

Invesco Ltd./Invesco Advisers, Inc. a annoncé des changements dans la propriété bénéficiaire du Invesco Real Estate Income Trust Inc. Class E actions ordinaires. Le 30/09/2025, Invesco Advisers, Inc. a vendu 5,778.639 actions à $27.9836 chacune, réduisant ses participations à 107,625.476 actions. Le 01/10/2025, le conseiller a acquis 9,303.62 actions au même prix, portant la propriété bénéficiaire totale à 116,929.096 actions. Le dossier indique que la transaction du 30/09 était un rachat d’actions détenues par le conseiller et que l’acquisition du 01/10 représente le paiement des frais de gestion en actions. Les personnes déclarantes sont identifiées comme administrateurs par délégation et les documents ont été signés par un mandataire.

Invesco Ltd./Invesco Advisers, Inc. berichteten Änderungen der im Invesco Real Estate Income Trust Inc. Class E Stammaktieninhaberschaft. Am 30.09.2025 veräußerte Invesco Advisers, Inc. 5,778.639 Aktien zu $27.9836 je Aktie und verringerte damit seine Beteiligung auf 107,625.476 Aktien. Am 01.10.2025 erwarb der Berater 9,303.62 Aktien zum gleichen Preis und erhöhte die gesamte berechtigte Eigentümerschaft auf 116,929.096 Aktien. Das Einreichungsdokument gibt an, dass die Transaktion vom 30.09. eine Rückkaufaktion von vom Berater gehaltenen Aktien war und dass der Erwerb am 01.10 die Zahlung der Verwaltungsgebühr in Aktien darstellt. Die meldepflichtigen Personen werden als Direktoren durch Delegation identifiziert und die Unterlagen wurden von einem Bevollmächtigten unterschrieben.

SEC Form 4
FORM 4 UNITED STATES SECURITIES AND EXCHANGE COMMISSION
Washington, D.C. 20549

STATEMENT OF CHANGES IN BENEFICIAL OWNERSHIP

Filed pursuant to Section 16(a) of the Securities Exchange Act of 1934
or Section 30(h) of the Investment Company Act of 1940
OMB APPROVAL
OMB Number: 3235-0287
Estimated average burden
hours per response: 0.5
Check this box if no longer subject to Section 16. Form 4 or Form 5 obligations may continue. See Instruction 1(b).
1. Name and Address of Reporting Person*
Invesco Advisers, Inc.

(Last) (First) (Middle)
1331 SPRING STREET NW, SUITE 2500

(Street)
ATLANTA GA 30309

(City) (State) (Zip)
2. Issuer Name and Ticker or Trading Symbol
Invesco Real Estate Income Trust Inc. [ NONE ]
5. Relationship of Reporting Person(s) to Issuer
(Check all applicable)
X Director 10% Owner
Officer (give title below) Other (specify below)
3. Date of Earliest Transaction (Month/Day/Year)
09/30/2025
4. If Amendment, Date of Original Filed (Month/Day/Year)
6. Individual or Joint/Group Filing (Check Applicable Line)
Form filed by One Reporting Person
X Form filed by More than One Reporting Person
Table I - Non-Derivative Securities Acquired, Disposed of, or Beneficially Owned
1. Title of Security (Instr. 3) 2. Transaction Date (Month/Day/Year) 2A. Deemed Execution Date, if any (Month/Day/Year) 3. Transaction Code (Instr. 8) 4. Securities Acquired (A) or Disposed Of (D) (Instr. 3, 4 and 5) 5. Amount of Securities Beneficially Owned Following Reported Transaction(s) (Instr. 3 and 4) 6. Ownership Form: Direct (D) or Indirect (I) (Instr. 4) 7. Nature of Indirect Beneficial Ownership (Instr. 4)
Code V Amount (A) or (D) Price
Class E Common Stock, $0.01 par value 09/30/2025 D 5,778.639(1) D $27.9836 107,625.476 D
Class E Common Stock, $0.01 par value 10/01/2025 A 9,303.62(2) A $27.9836 116,929.096 D
Table II - Derivative Securities Acquired, Disposed of, or Beneficially Owned
(e.g., puts, calls, warrants, options, convertible securities)
1. Title of Derivative Security (Instr. 3) 2. Conversion or Exercise Price of Derivative Security 3. Transaction Date (Month/Day/Year) 3A. Deemed Execution Date, if any (Month/Day/Year) 4. Transaction Code (Instr. 8) 5. Number of Derivative Securities Acquired (A) or Disposed of (D) (Instr. 3, 4 and 5) 6. Date Exercisable and Expiration Date (Month/Day/Year) 7. Title and Amount of Securities Underlying Derivative Security (Instr. 3 and 4) 8. Price of Derivative Security (Instr. 5) 9. Number of derivative Securities Beneficially Owned Following Reported Transaction(s) (Instr. 4) 10. Ownership Form: Direct (D) or Indirect (I) (Instr. 4) 11. Nature of Indirect Beneficial Ownership (Instr. 4)
Code V (A) (D) Date Exercisable Expiration Date Title Amount or Number of Shares
1. Name and Address of Reporting Person*
Invesco Advisers, Inc.

(Last) (First) (Middle)
1331 SPRING STREET NW, SUITE 2500

(Street)
ATLANTA GA 30309

(City) (State) (Zip)

Relationship of Reporting Person(s) to Issuer
X Director 10% Owner
Officer (give title below) Other (specify below)
1. Name and Address of Reporting Person*
Invesco Ltd.

(Last) (First) (Middle)
1331 SPRING STREET, NW
SUITE 2500

(Street)
ATLANTA GA 30309

(City) (State) (Zip)

Relationship of Reporting Person(s) to Issuer
X Director 10% Owner
Officer (give title below) Other (specify below)
Explanation of Responses:
1. Represents the repurchase of shares of Class E Common Stock held by Invesco Advisers, Inc. (IAI), which is a wholly owned indirect subsidiary of Invesco Ltd., the ultimate parent entity. The Reporting Persons are directors by deputization for purposes of Section 16 of the Securities Exchange Act of 1934, as amended.
2. Represents the acquisition by IAI of Class E Common Stock as payment of its management fee.
Remarks:
/s/ Tina Carew, Attorney-in-Fact, for Invesco Advisers, Inc 10/02/2025
/s/ Tina Carew, Attorney-in-Fact, for Invesco Ltd. 10/02/2025
** Signature of Reporting Person Date
Reminder: Report on a separate line for each class of securities beneficially owned directly or indirectly.
* If the form is filed by more than one reporting person, see Instruction 4 (b)(v).
** Intentional misstatements or omissions of facts constitute Federal Criminal Violations See 18 U.S.C. 1001 and 15 U.S.C. 78ff(a).
Note: File three copies of this Form, one of which must be manually signed. If space is insufficient, see Instruction 6 for procedure.
Persons who respond to the collection of information contained in this form are not required to respond unless the form displays a currently valid OMB Number.

FAQ

What changes in ownership does the Form 4 for IVZ show?

The filing shows a disposal of 5,778.639 shares on 09/30/2025 at $27.9836 and an acquisition of 9,303.62 shares on 10/01/2025 at $27.9836, leaving 116,929.096 shares beneficially owned.

Who reported the transactions on the Form 4 for Invesco Real Estate Income Trust Inc.?

The reporting persons are Invesco Advisers, Inc. and Invesco Ltd., with filings signed by Tina Carew as attorney-in-fact.

Why was stock acquired on 10/01/2025 according to the filing?

The filing states the 10/01/2025 acquisition by Invesco Advisers, Inc. represents payment of its management fee in Class E common stock.

Does the Form 4 indicate a change in control or material strategic shift?

No. The filing describes routine repurchase and fee-payment transactions and does not state any change in control or strategic shift.

What was the per-share price for the reported transactions?

Both the disposal on 09/30/2025 and the acquisition on 10/01/2025 were reported at a price of $27.9836 per share.
Invesco Ltd

NYSE:IVZ

IVZ Rankings

IVZ Latest News

IVZ Latest SEC Filings

IVZ Stock Data

10.30B
361.39M
0.71%
94.87%
2.92%
Asset Management
Investment Advice
Link
United States
ATLANTA