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  4. [Form 4] Invesco Ltd. Insider Trading Activity

Invesco Ltd. reported $6.4B in revenue and a $174.8M net loss for fiscal 2025. See the full IVZ financial statements: income statement, balance sheet, cash flow and ratios, each column linked to its SEC filing.

Invesco unit trades REIT shares at $28.45

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

Rhea-AI Filing Summary

Invesco Ltd. (IVZ), through its wholly owned indirect subsidiary Invesco Advisers, Inc. (IAI), reported paired transactions in Class E Common Stock of Invesco Real Estate Income Trust Inc. IAI disposed of 8,969.068 shares to the issuer on August 31, 2026, as a repurchase, then acquired 15,148.553 shares on September 1, 2026, as payment of its management fee, both at $28.4503 per share. The reporting persons are identified as directors by deputization under Section 16.

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Insider Invesco Advisers, Inc., Invesco Ltd.
Role Director | Director
Type Security Shares Price Value
Grant/Award Class E Common Stock, $0.01 par value F2 15,148.553 $28.4503 $431K
Disposition Class E Common Stock, $0.01 par value F1 8,969.068 $28.4503 $255K
Holdings After Transaction: Class E Common Stock, $0.01 par value — 182,047.458 shares (Direct)
Footnotes (2)
  1. F1. 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. F2. Represents the acquisition by IAI of Class E Common Stock as payment of its management fee.
Disposition shares 8,969.068 shares Shares of Class E Common Stock disposed to the issuer on August 31, 2026
Disposition price per share $28.4503 per share Price for 8,969.068 shares disposed on August 31, 2026
Acquisition shares 15,148.553 shares Shares of Class E Common Stock acquired on September 1, 2026 as management fee payment
Acquisition price per share $28.4503 per share Price for 15,148.553 shares acquired on September 1, 2026
Security Class E Common Stock, $0.01 par value Security involved in both reported transactions
directors by deputization regulatory
"The Reporting Persons are directors by deputization for purposes of Section 16"
Section 16 of the Securities Exchange Act of 1934 regulatory
"for purposes of Section 16 of the Securities Exchange Act of 1934"
A provision of federal securities law that requires company insiders—directors, officers and large shareholders—to publicly report their stock holdings and trades and to surrender any “short-swing” profits from purchases and sales within a six-month window. It acts like a rule that forces leaders to announce their trades and prevents quick buy-sell windfalls, giving investors transparency into insider activity and reducing opportunities for unfair gain.
Class E Common Stock financial
"Represents the repurchase of shares of Class E Common Stock held by"
management fee financial
"Represents the acquisition by IAI of Class E Common Stock as payment of its management fee"
A management fee is the regular charge that a fund or investment firm takes for running and overseeing investors’ money, typically expressed as a percentage of assets under management. It matters because this ongoing cost reduces the net returns you receive—like paying a caretaker a slice of a garden’s harvest—and higher fees can significantly erode long-term investment gains.

FAQ

What insider transactions did Invesco Ltd. (IVZ) report in this Form 4?
Invesco Ltd., through Invesco Advisers, Inc., reported a disposition of 8,969.068 shares of Class E Common Stock of Invesco Real Estate Income Trust Inc. to the issuer on August 31, 2026, and an acquisition of 15,148.553 shares on September 1, 2026, as management fee payment.

Who actually held the shares in the Invesco (IVZ) Form 4 transactions?
The shares were held by Invesco Advisers, Inc. (IAI), a wholly owned indirect subsidiary of Invesco Ltd. IAI’s shares were repurchased by the issuer in one transaction and issued to IAI as management fee payment in the other.

Were the Invesco (IVZ) insider transactions made under a Rule 10b5-1 plan?
No. The filing indicates that no Rule 10b5-1 trading plan was affirmed for these transactions, meaning they were not reported as occurring under a pre-arranged trading plan.

What role does Invesco Ltd. (IVZ) have in relation to Invesco Real Estate Income Trust Inc.?
Invesco Ltd. and Invesco Advisers, Inc. are identified as directors by deputization for purposes of Section 16 of the Securities Exchange Act of 1934 in relation to Invesco Real Estate Income Trust Inc.

AI-generated analysis. How Rhea-AI works. Not financial advice.

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SEC Form 4
FORM 4UNITED 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).
Check this box to indicate that a transaction was made pursuant to a contract, instruction or written plan for the purchase or sale of equity securities of the issuer that is intended to satisfy the affirmative defense conditions of Rule 10b5-1(c). See Instruction 10.
1. Name and Address of Reporting Person*
Invesco Advisers, Inc.
(Last)(First)(Middle)
1331 SPRING STREET NW, SUITE 2500
(Street)
ATLANTA GEORGIA 30309
(City)(State)(Zip)
UNITED STATES
(Country)		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)
XDirector10% Owner
Officer (give title below)Other (specify below)
2a. Foreign Trading Symbol
3. Date of Earliest Transaction (Month/Day/Year)
08/31/2026		6. Individual or Joint/Group Filing (Check Applicable Line)
Form filed by One Reporting Person
XForm filed by More than One Reporting Person
4. If Amendment, Date of Original Filed (Month/Day/Year)

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)
CodeVAmount(A) or (D)Price
Class E Common Stock, $0.01 par value08/31/2026D8,969.068(1)D$28.4503166,898.905D
Class E Common Stock, $0.01 par value09/01/2026A15,148.553(2)A$28.4503182,047.458D
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)
CodeV(A)(D)Date ExercisableExpiration DateTitleAmount 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 GEORGIA 30309
(City)(State)(Zip)
UNITED STATES
(Country)
Relationship of Reporting Person(s) to Issuer
XDirector10% 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 GEORGIA 30309
(City)(State)(Zip)
UNITED STATES
(Country)
Relationship of Reporting Person(s) to Issuer
XDirector10% 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/ E. Elizabeth Day, Attorney-in-Fact, for Invesco Advisers, Inc.09/02/2026
/s/ E. Elizabeth Day, Attorney-in-Fact, for Invesco Ltd.09/02/2026
** Signature of Reporting PersonDate
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.
* Form 4: SEC 1474 (03-26)

Source: View Original Filing on SEC EDGAR