person · Reporting owner
OppenheimerFunds, Inc.
Disclosed activity across 2 companies
Sign in to followReported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| Invesco Commercial Real Estate Finance Trust, Inc.N/A · Entity 118 | Director | August 31, 2026 | September 02, 2026 |
Disclosed balances
About these balances
Latest available filing per company, not a reconstructed current portfolio. Matching sequences show the last reported balance with all source rows expandable; grouping alone does not establish account ownership. Do not add unresolved positions together. Filings may omit unchanged positions, and amendments may correct only part of an older disclosure. Jointly reported shares are not necessarily this owner's personal holdings.
Invesco Commercial Real Estate Finance Trust, Inc.
Report date August 31, 2026 · Filed September 02, 2026
Jointly reported with Invesco Advisers, Inc., Invesco Group Services, Inc., OPPENHEIMER ACQUISITION CORP, IVZ Inc, INVESCO HOLDING CO LTD, Invesco Ltd.
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Class E Common Stock, $0.01 par valueSEC Table I · non-derivative | Direct | 515,246.262 |
Reported balance
After 2026-08-31 transaction · row 1
Joint disclosure: continuity of the reported position is unresolved; see ownership footnotes.
1 source rowRow 1 · 2026-08-31 · Disposition to issuer · Disposed 52,636.636 · Balance 515,246.262 F1: Represents the repurchase of shares of Class E Common Stock held by Invesco Advisers, Inc., 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. |
Filing footnotes · ownership attribution and instrument terms
F1: Represents the repurchase of shares of Class E Common Stock held by Invesco Advisers, Inc., 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.
Past disclosures · reporting ended (1)
No longer tracked through insider filings. These historical balances do not imply present ownership or a zero position.
Carlyle Tactical Private Credit Fund
Report date February 19, 2019 · Filed February 21, 2019
Section 16 reporting ended · disclosed 2019-02-21. Current position is not established by this disclosure.
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Class I SharesSEC Table I · non-derivative | Direct | 0 |
Reported balance
Holding disclosure · report date 2019-02-19 · row 1
Holding and transaction disclosures are not merged.
1 source rowRow 1 · Balance 0 F1: The common shares of beneficial interest previously reported as held by the Reporting Person have been transferred to its ultimate parent company, Massachusetts Mutual Life Insurance Company, in a transaction exempt from Section 16 reporting pursuant to Rule 16a-13. |
| Class A SharesSEC Table I · non-derivative | Direct | 0 |
Reported balance
Holding disclosure · report date 2019-02-19 · row 2
Holding and transaction disclosures are not merged.
1 source rowRow 2 · Balance 0 F1: The common shares of beneficial interest previously reported as held by the Reporting Person have been transferred to its ultimate parent company, Massachusetts Mutual Life Insurance Company, in a transaction exempt from Section 16 reporting pursuant to Rule 16a-13. |
| Class L SharesSEC Table I · non-derivative | Direct | 0 |
Reported balance
Holding disclosure · report date 2019-02-19 · row 3
Holding and transaction disclosures are not merged.
1 source rowRow 3 · Balance 0 F1: The common shares of beneficial interest previously reported as held by the Reporting Person have been transferred to its ultimate parent company, Massachusetts Mutual Life Insurance Company, in a transaction exempt from Section 16 reporting pursuant to Rule 16a-13. |
| Class Y SharesSEC Table I · non-derivative | Direct | 0 |
Reported balance
Holding disclosure · report date 2019-02-19 · row 4
Holding and transaction disclosures are not merged.
1 source rowRow 4 · Balance 0 F1: The common shares of beneficial interest previously reported as held by the Reporting Person have been transferred to its ultimate parent company, Massachusetts Mutual Life Insurance Company, in a transaction exempt from Section 16 reporting pursuant to Rule 16a-13. |
Filing footnotes · ownership attribution and instrument terms
F1: The common shares of beneficial interest previously reported as held by the Reporting Person have been transferred to its ultimate parent company, Massachusetts Mutual Life Insurance Company, in a transaction exempt from Section 16 reporting pursuant to Rule 16a-13.
Transaction history
JSON APIPurchases/sales include open-market and private transactions. Plan disclosure applies to the filing; individual rows may differ. “Not disclosed” is not “unplanned.”
The cutoff filters transaction history only. Company summaries and owner relationships show the latest available disclosures. Parser corrections can improve historical records.
| Transaction date | Company | Activity / security | Shares / units | Reported price | Reported value | Details |
|---|---|---|---|---|---|---|
| August 31, 2026 Filed Sep 2, 2026 16:58 UTC | Invesco Commercial Real Estate Finance Trust, Inc. N/A · Entity 118 | Disposition to issuerClass E Common Stock, $0.01 par value | 52,636.636 | $26.04 | $1,370,500.09 |
DisclosureSEC source: 0000020430-26-000040 · wk-form4_1788368305.xml · nonDerivative · entry 1 Invesco Advisers, Inc. · CIK 0000020430 · Director Invesco Group Services, Inc. · CIK 0001993081 · Director OppenheimerFunds, Inc. · CIK 0000728889 · Director OPPENHEIMER ACQUISITION CORP · CIK 0000869013 · Director IVZ Inc · CIK 0001464186 · Director INVESCO HOLDING CO LTD · CIK 0001464185 · Director Invesco Ltd. · CIK 0000914208 · Director Joint disclosure: these amounts are not allocated separately to each reporting owner. 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 515,246.262 F1 · shares: Represents the repurchase of shares of Class E Common Stock held by Invesco Advisers, Inc., 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. Read SEC document |
| August 03, 2026 Filed Aug 5, 2026 15:33 UTC | Invesco Commercial Real Estate Finance Trust, Inc. N/A · Entity 118 | GrantClass E Common Stock, $0.01 par value | 99,706.462 | $26.02 | $2,594,451.88 |
DisclosureSEC source: 0000020430-26-000035 · wk-form4_1785944008.xml · nonDerivative · entry 1 Invesco Advisers, Inc. · CIK 0000020430 · Director Invesco Group Services, Inc. · CIK 0001993081 · Director OppenheimerFunds, Inc. · CIK 0000728889 · Director OPPENHEIMER ACQUISITION CORP · CIK 0000869013 · Director IVZ Inc · CIK 0001464186 · Director INVESCO HOLDING CO LTD · CIK 0001464185 · Director Invesco Ltd. · CIK 0000914208 · Director Joint disclosure: these amounts are not allocated separately to each reporting owner. 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 567,882.898 F1 · shares: This Form 4 reports the acquisition by Invesco Advisers, Inc. (IAI) of 99,706.462 shares of Class E Common Stock as payment of its management fee under the Amended and Restated Advisory Agreement by and among the Issuer, Invesco Commercial Real Estate Finance Investments, LP and IAI. IAI 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. Read SEC document |
| May 29, 2026 Filed Jun 1, 2026 18:42 UTC | Invesco Commercial Real Estate Finance Trust, Inc. N/A · Entity 118 | Disposition to issuerClass E Common Stock, $0.01 par value | 41,490.79 | $25.88 | $1,073,648.87 |
DisclosureSEC source: 0000020430-26-000027 · wk-form4_1780339351.xml · nonDerivative · entry 1 Invesco Advisers, Inc. · CIK 0000020430 · Director Invesco Group Services, Inc. · CIK 0001993081 · Director OppenheimerFunds, Inc. · CIK 0000728889 · Director OPPENHEIMER ACQUISITION CORP · CIK 0000869013 · Director IVZ Inc · CIK 0001464186 · Director INVESCO HOLDING CO LTD · CIK 0001464185 · Director Invesco Ltd. · CIK 0000914208 · Director Joint disclosure: these amounts are not allocated separately to each reporting owner. 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 468,176.436 F1 · shares: Represents the repurchase of shares of Class E Common Stock held by Invesco Advisers, Inc., 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. Read SEC document |
| May 01, 2026 Filed May 5, 2026 16:12 UTC | Invesco Commercial Real Estate Finance Trust, Inc. N/A · Entity 118 | GrantClass S Common Stock, $0.01 par value | 301,574.923 | $24.87 | $7,499,987.39 |
DisclosureSEC source: 0001992686-26-000006 · wk-form4_1777997527.xml · nonDerivative · entry 4 Invesco Realty, Inc. · CIK 0001992686 · Director · 10% owner Invesco Advisers, Inc. · CIK 0000020430 · Director · 10% owner Invesco Group Services, Inc. · CIK 0001993081 · Director · 10% owner OppenheimerFunds, Inc. · CIK 0000728889 · Director · 10% owner OPPENHEIMER ACQUISITION CORP · CIK 0000869013 · Director · 10% owner IVZ Inc · CIK 0001464186 · Director · 10% owner INVESCO HOLDING CO LTD · CIK 0001464185 · Director · 10% owner Invesco Ltd. · CIK 0000914208 · Director · 10% owner Joint disclosure: these amounts are not allocated separately to each reporting owner. 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 1,498,497.346 F1 · ownership.direct: These shares are held directly by Invesco Realty, Inc. ("IRI"), which is a wholly owned subsidiary of Invesco Advisers, Inc. (the issuer's adviser), which is a wholly owned subsidiary of Invesco Group Services, Inc., which is a wholly owned subsidiary of OppenheimerFunds, Inc., which is a wholly owned subsidiary of Oppenheimer Acquisition Corp., which is a wholly owned subsidiary of Invesco Holding Company (US), Inc., which is a wholly owned subsidiary of Invesco Holding Company Limited and which is a wholly owned subsidiary of Invesco Ltd., the ultimate parent entity. As a result, all entities other than Invesco Realty, Inc. are indirect beneficial owners. The Reporting Persons are directors by deputization for purposes of Section 16 of the Securities Exchange Act of 1934, as amended. Read SEC document |
| May 01, 2026 Filed May 5, 2026 16:12 UTC | Invesco Commercial Real Estate Finance Trust, Inc. N/A · Entity 118 | GrantClass D Common Stock, $0.01 par value | 301,859.572 | $24.85 | $7,500,002.93 |
DisclosureSEC source: 0001992686-26-000006 · wk-form4_1777997527.xml · nonDerivative · entry 3 Invesco Realty, Inc. · CIK 0001992686 · Director · 10% owner Invesco Advisers, Inc. · CIK 0000020430 · Director · 10% owner Invesco Group Services, Inc. · CIK 0001993081 · Director · 10% owner OppenheimerFunds, Inc. · CIK 0000728889 · Director · 10% owner OPPENHEIMER ACQUISITION CORP · CIK 0000869013 · Director · 10% owner IVZ Inc · CIK 0001464186 · Director · 10% owner INVESCO HOLDING CO LTD · CIK 0001464185 · Director · 10% owner Invesco Ltd. · CIK 0000914208 · Director · 10% owner Joint disclosure: these amounts are not allocated separately to each reporting owner. 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 1,499,487.578 F1 · ownership.direct: These shares are held directly by Invesco Realty, Inc. ("IRI"), which is a wholly owned subsidiary of Invesco Advisers, Inc. (the issuer's adviser), which is a wholly owned subsidiary of Invesco Group Services, Inc., which is a wholly owned subsidiary of OppenheimerFunds, Inc., which is a wholly owned subsidiary of Oppenheimer Acquisition Corp., which is a wholly owned subsidiary of Invesco Holding Company (US), Inc., which is a wholly owned subsidiary of Invesco Holding Company Limited and which is a wholly owned subsidiary of Invesco Ltd., the ultimate parent entity. As a result, all entities other than Invesco Realty, Inc. are indirect beneficial owners. The Reporting Persons are directors by deputization for purposes of Section 16 of the Securities Exchange Act of 1934, as amended. Read SEC document |
| May 01, 2026 Filed May 5, 2026 16:12 UTC | Invesco Commercial Real Estate Finance Trust, Inc. N/A · Entity 118 | GrantClass I Common Stock, $0.01 par value | 300,692.639 | $24.94 | $7,499,996.08 |
DisclosureSEC source: 0001992686-26-000006 · wk-form4_1777997527.xml · nonDerivative · entry 2 Invesco Realty, Inc. · CIK 0001992686 · Director · 10% owner Invesco Advisers, Inc. · CIK 0000020430 · Director · 10% owner Invesco Group Services, Inc. · CIK 0001993081 · Director · 10% owner OppenheimerFunds, Inc. · CIK 0000728889 · Director · 10% owner OPPENHEIMER ACQUISITION CORP · CIK 0000869013 · Director · 10% owner IVZ Inc · CIK 0001464186 · Director · 10% owner INVESCO HOLDING CO LTD · CIK 0001464185 · Director · 10% owner Invesco Ltd. · CIK 0000914208 · Director · 10% owner Joint disclosure: these amounts are not allocated separately to each reporting owner. 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 1,495,126.868 F1 · ownership.direct: These shares are held directly by Invesco Realty, Inc. ("IRI"), which is a wholly owned subsidiary of Invesco Advisers, Inc. (the issuer's adviser), which is a wholly owned subsidiary of Invesco Group Services, Inc., which is a wholly owned subsidiary of OppenheimerFunds, Inc., which is a wholly owned subsidiary of Oppenheimer Acquisition Corp., which is a wholly owned subsidiary of Invesco Holding Company (US), Inc., which is a wholly owned subsidiary of Invesco Holding Company Limited and which is a wholly owned subsidiary of Invesco Ltd., the ultimate parent entity. As a result, all entities other than Invesco Realty, Inc. are indirect beneficial owners. The Reporting Persons are directors by deputization for purposes of Section 16 of the Securities Exchange Act of 1934, as amended. Read SEC document |
| May 01, 2026 Filed May 5, 2026 16:12 UTC | Invesco Commercial Real Estate Finance Trust, Inc. N/A · Entity 118 | GrantClass E Common Stock, $0.01 par value | 290,330.226 | $25.83 | $7,500,013.63 |
DisclosureSEC source: 0001992686-26-000006 · wk-form4_1777997527.xml · nonDerivative · entry 1 Invesco Realty, Inc. · CIK 0001992686 · Director · 10% owner Invesco Advisers, Inc. · CIK 0000020430 · Director · 10% owner Invesco Group Services, Inc. · CIK 0001993081 · Director · 10% owner OppenheimerFunds, Inc. · CIK 0000728889 · Director · 10% owner OPPENHEIMER ACQUISITION CORP · CIK 0000869013 · Director · 10% owner IVZ Inc · CIK 0001464186 · Director · 10% owner INVESCO HOLDING CO LTD · CIK 0001464185 · Director · 10% owner Invesco Ltd. · CIK 0000914208 · Director · 10% owner Joint disclosure: these amounts are not allocated separately to each reporting owner. 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 1,479,586.776 F1 · ownership.direct: These shares are held directly by Invesco Realty, Inc. ("IRI"), which is a wholly owned subsidiary of Invesco Advisers, Inc. (the issuer's adviser), which is a wholly owned subsidiary of Invesco Group Services, Inc., which is a wholly owned subsidiary of OppenheimerFunds, Inc., which is a wholly owned subsidiary of Oppenheimer Acquisition Corp., which is a wholly owned subsidiary of Invesco Holding Company (US), Inc., which is a wholly owned subsidiary of Invesco Holding Company Limited and which is a wholly owned subsidiary of Invesco Ltd., the ultimate parent entity. As a result, all entities other than Invesco Realty, Inc. are indirect beneficial owners. The Reporting Persons are directors by deputization for purposes of Section 16 of the Securities Exchange Act of 1934, as amended. Read SEC document |
| May 01, 2026 Filed May 5, 2026 15:27 UTC | Invesco Commercial Real Estate Finance Trust, Inc. N/A · Entity 118 | GrantClass E Common Stock, $0.01 par value | 85,860.603 | $25.83 | $2,218,011.20 |
DisclosureSEC source: 0000020430-26-000020 · wk-form4_1777994845.xml · nonDerivative · entry 1 Invesco Advisers, Inc. · CIK 0000020430 · Director Invesco Group Services, Inc. · CIK 0001993081 · Director OppenheimerFunds, Inc. · CIK 0000728889 · Director OPPENHEIMER ACQUISITION CORP · CIK 0000869013 · Director IVZ Inc · CIK 0001464186 · Director INVESCO HOLDING CO LTD · CIK 0001464185 · Director Invesco Ltd. · CIK 0000914208 · Director Joint disclosure: these amounts are not allocated separately to each reporting owner. 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 509,667.226 F1 · shares: This Form 4 reports the acquisition by Invesco Advisers, Inc. (IAI) of 85,860.603 shares of Class E Common Stock as payment of its management fee under the Amended and Restated Advisory Agreement by and among the Company, Invesco Commercial Real Estate Finance Investments, LP and IAI. IAI 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. Read SEC document |
| February 27, 2026 Filed Mar 3, 2026 15:08 UTC | Invesco Commercial Real Estate Finance Trust, Inc. N/A · Entity 118 | Disposition to issuerClass E Common Stock, $0.01 par value | 110,485.217 | $25.78 | $2,848,297.85 |
DisclosureSEC source: 0000020430-26-000012 · wk-form4_1772550507.xml · nonDerivative · entry 1 Invesco Advisers, Inc. · CIK 0000020430 · Director Invesco Group Services, Inc. · CIK 0001993081 · Director OppenheimerFunds, Inc. · CIK 0000728889 · Director OPPENHEIMER ACQUISITION CORP · CIK 0000869013 · Director IVZ Inc · CIK 0001464186 · Director INVESCO HOLDING CO LTD · CIK 0001464185 · Director Invesco Ltd. · CIK 0000914208 · Director Joint disclosure: these amounts are not allocated separately to each reporting owner. 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 423,806.623 F1 · shares: Represents the repurchase of shares of Class E Common Stock held by Invesco Advisers, Inc., 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. Read SEC document |
| February 02, 2026 Filed Feb 4, 2026 18:35 UTC | Invesco Commercial Real Estate Finance Trust, Inc. N/A · Entity 118 | GrantClass E Common Stock, $0.01 par value | 264,024.114 | $25.77 | $6,804,218.25 |
DisclosureSEC source: 0000020430-26-000008 · wk-form4_1770230100.xml · nonDerivative · entry 1 Invesco Advisers, Inc. · CIK 0000020430 · Director Invesco Group Services, Inc. · CIK 0001993081 · Director OppenheimerFunds, Inc. · CIK 0000728889 · Director OPPENHEIMER ACQUISITION CORP · CIK 0000869013 · Director IVZ Inc · CIK 0001464186 · Director INVESCO HOLDING CO LTD · CIK 0001464185 · Director Invesco Ltd. · CIK 0000914208 · Director Joint disclosure: these amounts are not allocated separately to each reporting owner. 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 534,291.84 F1 · shares: This Form 4 reports the acquisition by Invesco Advisers, Inc. (IAI) of 77,218.621 shares of Class E Common Stock as payment of its management fee and 186,805.493 shares of Class E Common Stock as payment of its Performance Fee and Class F Performance Fee under the Amended and Restated Advisory Agreement by and among the Company, Invesco Commercial Real Estate Finance Investments, LP and IAI. IAI 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. Read SEC document |
| November 28, 2025 Filed Dec 2, 2025 18:32 UTC | Invesco Commercial Real Estate Finance Trust, Inc. N/A · Entity 118 | Disposition to issuerClass E Common Stock, $0.01 par value | 18,002.849 | $25.72 | $463,098.09 |
DisclosureSEC source: 0000020430-25-000049 · wk-form4_1764700329.xml · nonDerivative · entry 1 Invesco Advisers, Inc. · CIK 0000020430 · Director Invesco Group Services, Inc. · CIK 0001993081 · Director OppenheimerFunds, Inc. · CIK 0000728889 · Director OPPENHEIMER ACQUISITION CORP · CIK 0000869013 · Director IVZ Inc · CIK 0001464186 · Director INVESCO HOLDING CO LTD · CIK 0001464185 · Director Invesco Ltd. · CIK 0000914208 · Director Joint disclosure: these amounts are not allocated separately to each reporting owner. 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 270,267.726 F1 · shares: Represents the repurchase of shares of Class E Common Stock held by Invesco Advisers, Inc., 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. Read SEC document |
| November 03, 2025 Filed Nov 5, 2025 18:00 UTC | Invesco Commercial Real Estate Finance Trust, Inc. N/A · Entity 118 | GrantClass E Common Stock, $0.01 par value | 65,555.083 | $25.66 | $1,682,143.43 |
DisclosureSEC source: 0000020430-25-000045 · wk-form4_1762365614.xml · nonDerivative · entry 1 Invesco Advisers, Inc. · CIK 0000020430 · Director Invesco Group Services, Inc. · CIK 0001993081 · Director OppenheimerFunds, Inc. · CIK 0000728889 · Director OPPENHEIMER ACQUISITION CORP · CIK 0000869013 · Director IVZ Inc · CIK 0001464186 · Director INVESCO HOLDING CO LTD · CIK 0001464185 · Director Invesco Ltd. · CIK 0000914208 · Director Joint disclosure: these amounts are not allocated separately to each reporting owner. 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 288,170.575 F1 · shares: Represents the acquisition by Invesco Advisers, Inc., which is a wholly owned indirect subsidiary of Invesco Ltd., the ultimate parent entity, of Class E Common Stock as payment of its management fee. The Reporting Persons are directors by deputization for purposes of Section 16 of the Securities Exchange Act of 1934, as amended. Read SEC document |
| August 29, 2025 Filed Sep 2, 2025 18:14 UTC | Invesco Commercial Real Estate Finance Trust, Inc. N/A · Entity 118 | Disposition to issuerClass E Common Stock, $0.01 par value | 12,142 | $25.61 | $310,911.69 |
DisclosureSEC source: 0000020430-25-000033 · wk-form4_1756836838.xml · nonDerivative · entry 1 Invesco Advisers, Inc. · CIK 0000020430 · Director Invesco Group Services, Inc. · CIK 0001993081 · Director OppenheimerFunds, Inc. · CIK 0000728889 · Director OPPENHEIMER ACQUISITION CORP · CIK 0000869013 · Director IVZ Inc · CIK 0001464186 · Director INVESCO HOLDING CO LTD · CIK 0001464185 · Director Invesco Ltd. · CIK 0000914208 · Director Joint disclosure: these amounts are not allocated separately to each reporting owner. 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 222,615 F1 · shares: 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. Read SEC document |
| August 01, 2025 Filed Aug 4, 2025 15:53 UTC | Invesco Commercial Real Estate Finance Trust, Inc. N/A · Entity 118 | GrantClass E Common Stock, $0.01 par value | 52,636 | $25.61 | $1,348,029.01 |
DisclosureSEC source: 0000020430-25-000026 · wk-form4_1754322791.xml · nonDerivative · entry 1 Invesco Advisers, Inc. · CIK 0000020430 · Director Invesco Group Services, Inc. · CIK 0001993081 · Director OppenheimerFunds, Inc. · CIK 0000728889 · Director OPPENHEIMER ACQUISITION CORP · CIK 0000869013 · Director IVZ Inc · CIK 0001464186 · Director INVESCO HOLDING CO LTD · CIK 0001464185 · Director Invesco Ltd. · CIK 0000914208 · Director Joint disclosure: these amounts are not allocated separately to each reporting owner. 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 234,757 F1 · shares: Represents the acquisition by Invesco Advisers, Inc. (the issuer's adviser) of Class E Common Stock as payment of its management fee. The Reporting Persons are directors by deputization for purposes of Section 16 of the Securities Exchange Act of 1934, as amended. Read SEC document |
| May 30, 2025 Filed Jun 3, 2025 16:31 UTC | Invesco Commercial Real Estate Finance Trust, Inc. N/A · Entity 118 | Disposition to issuerClass E Common Stock, $0.01 par value | 5,792 | $25.59 | $148,216.12 |
DisclosureSEC source: 0000020430-25-000018 · wk-form4_1748968275.xml · nonDerivative · entry 1 Invesco Advisers, Inc. · CIK 0000020430 · Director Invesco Group Services, Inc. · CIK 0001993081 · Director OppenheimerFunds, Inc. · CIK 0000728889 · Director OPPENHEIMER ACQUISITION CORP · CIK 0000869013 · Director IVZ Inc · CIK 0001464186 · Director INVESCO HOLDING CO LTD · CIK 0001464185 · Director Invesco Ltd. · CIK 0000914208 · Director Joint disclosure: these amounts are not allocated separately to each reporting owner. 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 182,121 F1 · shares: Represents the repurchase of shares of Class E Common Stock held by Invesco Advisers, Inc. The Reporting Persons are directors by deputization for purposes of Section 16 of the Securities Exchange Act of 1934, as amended. Read SEC document |
| May 01, 2025 Filed May 5, 2025 17:09 UTC | Invesco Commercial Real Estate Finance Trust, Inc. N/A · Entity 118 | GrantClass E Common Stock, $0.01 par value | 41,491 | $25.59 | $1,061,746.39 |
DisclosureSEC source: 0000020430-25-000016 · wk-form4_1746464945.xml · nonDerivative · entry 1 Invesco Advisers, Inc. · CIK 0000020430 · Director Invesco Group Services, Inc. · CIK 0001993081 · Director OppenheimerFunds, Inc. · CIK 0000728889 · Director OPPENHEIMER ACQUISITION CORP · CIK 0000869013 · Director IVZ Inc · CIK 0001464186 · Director INVESCO HOLDING CO LTD · CIK 0001464185 · Director Invesco Ltd. · CIK 0000914208 · Director Joint disclosure: these amounts are not allocated separately to each reporting owner. 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 187,913 F1 · shares: This Form 4 reports the acquisition by Invesco Advisers, Inc. of Class E Common Stock as payment of its management fee. The Reporting Persons are directors by deputization for purposes of Section 16 of the Securities Exchange Act of 1934, as amended. Read SEC document |
| March 31, 2025 Filed Apr 2, 2025 14:23 UTC | Invesco Commercial Real Estate Finance Trust, Inc. N/A · Entity 118 | Disposition to issuerClass S Common Stock, $0.01 par value | 299,220 | $25.07 | $7,500,009.14 |
DisclosureSEC source: 0001992686-25-000002 · wk-form4_1743603799.xml · nonDerivative · entry 4 Invesco Realty, Inc. · CIK 0001992686 · Director · 10% owner Invesco Advisers, Inc. · CIK 0000020430 · Director · 10% owner Invesco Group Services, Inc. · CIK 0001993081 · Director · 10% owner OppenheimerFunds, Inc. · CIK 0000728889 · Director · 10% owner OPPENHEIMER ACQUISITION CORP · CIK 0000869013 · Director · 10% owner IVZ Inc · CIK 0001464186 · Director · 10% owner INVESCO HOLDING CO LTD · CIK 0001464185 · Director · 10% owner Invesco Ltd. · CIK 0000914208 · Director · 10% owner Joint disclosure: these amounts are not allocated separately to each reporting owner. 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 1,196,922 F1 · ownership.direct: Represents the repurchase by the ISSUER of shares of Common Stock held by Invesco Realty, Inc., which is a wholly owned subsidiary of Invesco Advisers, Inc. (the issuer's adviser), which is a wholly owned subsidiary of Invesco Group Services, Inc., which is a wholly owned subsidiary of OppenheimerFunds, Inc., which is a wholly owned subsidiary of Oppenheimer Acquisition Corp., which is a wholly owned subsidiary of Invesco Holding Company (US), Inc., which is a wholly owned subsidiary of Invesco Holding Company Limited and which is a wholly owned subsidiary of Invesco Ltd., the ultimate parent entity. As a result, all entities other than Invesco Realty, Inc. are indirect beneficial owners. The Reporting Persons are directors by deputization for purposes of Section 16 of the Securities Exchange Act of 1934, as amended. Read SEC document |
| March 31, 2025 Filed Apr 2, 2025 14:23 UTC | Invesco Commercial Real Estate Finance Trust, Inc. N/A · Entity 118 | Disposition to issuerClass D Common Stock, $0.01 par value | 299,413 | $25.05 | $7,499,996.24 |
DisclosureSEC source: 0001992686-25-000002 · wk-form4_1743603799.xml · nonDerivative · entry 3 Invesco Realty, Inc. · CIK 0001992686 · Director · 10% owner Invesco Advisers, Inc. · CIK 0000020430 · Director · 10% owner Invesco Group Services, Inc. · CIK 0001993081 · Director · 10% owner OppenheimerFunds, Inc. · CIK 0000728889 · Director · 10% owner OPPENHEIMER ACQUISITION CORP · CIK 0000869013 · Director · 10% owner IVZ Inc · CIK 0001464186 · Director · 10% owner INVESCO HOLDING CO LTD · CIK 0001464185 · Director · 10% owner Invesco Ltd. · CIK 0000914208 · Director · 10% owner Joint disclosure: these amounts are not allocated separately to each reporting owner. 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 1,197,628 F1 · ownership.direct: Represents the repurchase by the ISSUER of shares of Common Stock held by Invesco Realty, Inc., which is a wholly owned subsidiary of Invesco Advisers, Inc. (the issuer's adviser), which is a wholly owned subsidiary of Invesco Group Services, Inc., which is a wholly owned subsidiary of OppenheimerFunds, Inc., which is a wholly owned subsidiary of Oppenheimer Acquisition Corp., which is a wholly owned subsidiary of Invesco Holding Company (US), Inc., which is a wholly owned subsidiary of Invesco Holding Company Limited and which is a wholly owned subsidiary of Invesco Ltd., the ultimate parent entity. As a result, all entities other than Invesco Realty, Inc. are indirect beneficial owners. The Reporting Persons are directors by deputization for purposes of Section 16 of the Securities Exchange Act of 1934, as amended. Read SEC document |
| March 31, 2025 Filed Apr 2, 2025 14:23 UTC | Invesco Commercial Real Estate Finance Trust, Inc. N/A · Entity 118 | Disposition to issuerClass I Common Stock, $0.01 par value | 298,471 | $25.13 | $7,500,009.14 |
DisclosureSEC source: 0001992686-25-000002 · wk-form4_1743603799.xml · nonDerivative · entry 2 Invesco Realty, Inc. · CIK 0001992686 · Director · 10% owner Invesco Advisers, Inc. · CIK 0000020430 · Director · 10% owner Invesco Group Services, Inc. · CIK 0001993081 · Director · 10% owner OppenheimerFunds, Inc. · CIK 0000728889 · Director · 10% owner OPPENHEIMER ACQUISITION CORP · CIK 0000869013 · Director · 10% owner IVZ Inc · CIK 0001464186 · Director · 10% owner INVESCO HOLDING CO LTD · CIK 0001464185 · Director · 10% owner Invesco Ltd. · CIK 0000914208 · Director · 10% owner Joint disclosure: these amounts are not allocated separately to each reporting owner. 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 1,194,434 F1 · ownership.direct: Represents the repurchase by the ISSUER of shares of Common Stock held by Invesco Realty, Inc., which is a wholly owned subsidiary of Invesco Advisers, Inc. (the issuer's adviser), which is a wholly owned subsidiary of Invesco Group Services, Inc., which is a wholly owned subsidiary of OppenheimerFunds, Inc., which is a wholly owned subsidiary of Oppenheimer Acquisition Corp., which is a wholly owned subsidiary of Invesco Holding Company (US), Inc., which is a wholly owned subsidiary of Invesco Holding Company Limited and which is a wholly owned subsidiary of Invesco Ltd., the ultimate parent entity. As a result, all entities other than Invesco Realty, Inc. are indirect beneficial owners. The Reporting Persons are directors by deputization for purposes of Section 16 of the Securities Exchange Act of 1934, as amended. Read SEC document |
| March 31, 2025 Filed Apr 2, 2025 14:23 UTC | Invesco Commercial Real Estate Finance Trust, Inc. N/A · Entity 118 | Disposition to issuerClass E Common Stock, $0.01 par value | 293,939 | $25.52 | $7,500,000.55 |
DisclosureSEC source: 0001992686-25-000002 · wk-form4_1743603799.xml · nonDerivative · entry 1 Invesco Realty, Inc. · CIK 0001992686 · Director · 10% owner Invesco Advisers, Inc. · CIK 0000020430 · Director · 10% owner Invesco Group Services, Inc. · CIK 0001993081 · Director · 10% owner OppenheimerFunds, Inc. · CIK 0000728889 · Director · 10% owner OPPENHEIMER ACQUISITION CORP · CIK 0000869013 · Director · 10% owner IVZ Inc · CIK 0001464186 · Director · 10% owner INVESCO HOLDING CO LTD · CIK 0001464185 · Director · 10% owner Invesco Ltd. · CIK 0000914208 · Director · 10% owner Joint disclosure: these amounts are not allocated separately to each reporting owner. 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 1,189,257 F1 · ownership.direct: Represents the repurchase by the ISSUER of shares of Common Stock held by Invesco Realty, Inc., which is a wholly owned subsidiary of Invesco Advisers, Inc. (the issuer's adviser), which is a wholly owned subsidiary of Invesco Group Services, Inc., which is a wholly owned subsidiary of OppenheimerFunds, Inc., which is a wholly owned subsidiary of Oppenheimer Acquisition Corp., which is a wholly owned subsidiary of Invesco Holding Company (US), Inc., which is a wholly owned subsidiary of Invesco Holding Company Limited and which is a wholly owned subsidiary of Invesco Ltd., the ultimate parent entity. As a result, all entities other than Invesco Realty, Inc. are indirect beneficial owners. The Reporting Persons are directors by deputization for purposes of Section 16 of the Securities Exchange Act of 1934, as amended. Read SEC document |
| February 03, 2025 Filed Feb 4, 2025 14:30 UTC | Invesco Commercial Real Estate Finance Trust, Inc. N/A · Entity 118 | GrantClass E Common Stock, $0.01 par value | 29,300 | $25.47 | $746,306.16 |
DisclosureSEC source: 0000020430-25-000004 · wk-form4_1738679450.xml · nonDerivative · entry 1 Invesco Advisers, Inc. · CIK 0000020430 · Director Invesco Group Services, Inc. · CIK 0001993081 · Director OppenheimerFunds, Inc. · CIK 0000728889 · Director OPPENHEIMER ACQUISITION CORP · CIK 0000869013 · Director IVZ Inc · CIK 0001464186 · Director INVESCO HOLDING CO LTD · CIK 0001464185 · Director Invesco Ltd. · CIK 0000914208 · Director Joint disclosure: these amounts are not allocated separately to each reporting owner. 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 65,237 F1 · shares: This Form 4 reports the acquisition by Invesco Advisers, Inc. of Class E Common Stock as payment of its management fee. The Reporting Persons are directors by deputization for purposes of Section 16 of the Securities Exchange Act of 1934, as amended. Read SEC document |
| February 03, 2025 Filed Feb 5, 2025 18:21 UTC | Invesco Commercial Real Estate Finance Trust, Inc. N/A · Entity 118 | OtherClass E Common Stock, $0.01 par value | 81,185 | $25.47 | $2,067,879.37 |
DisclosureSEC source: 0000020430-25-000008 · wk-form4_1738779662.xml · nonDerivative · entry 1 Invesco Advisers, Inc. · CIK 0000020430 · Director Invesco Group Services, Inc. · CIK 0001993081 · Director OppenheimerFunds, Inc. · CIK 0000728889 · Director OPPENHEIMER ACQUISITION CORP · CIK 0000869013 · Director IVZ Inc · CIK 0001464186 · Director INVESCO HOLDING CO LTD · CIK 0001464185 · Director Invesco Ltd. · CIK 0000914208 · Director Joint disclosure: these amounts are not allocated separately to each reporting owner. 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 146,422 F1 · kind: This Form 4 reports the acquisition by Invesco Advisers, Inc. (IAI) of Class E Common Stock as payment of the Performance Fee and Class F Performance Fee under the Amended and Restated Advisory Agreement by and among the Company, Invesco Commercial Real Estate Finance Investments, LP and IAI. The Reporting Persons are directors by deputization for purposes of Section 16 of the Securities Exchange Act of 1934, as amended. Read SEC document |
| December 01, 2024 Filed Dec 3, 2024 20:29 UTC | Invesco Commercial Real Estate Finance Trust, Inc. N/A · Entity 118 | GrantClass S Common Stock, $0.01 par value | 743,927.811 | $25.09 | $18,664,999.99 |
DisclosureSEC source: 0001992686-24-000004 · wk-form4_1733257737.xml · nonDerivative · entry 8 Invesco Realty, Inc. · CIK 0001992686 · Director · 10% owner Invesco Advisers, Inc. · CIK 0000020430 · Director · 10% owner Invesco Group Services, Inc. · CIK 0001993081 · Director · 10% owner OppenheimerFunds, Inc. · CIK 0000728889 · Director · 10% owner OPPENHEIMER ACQUISITION CORP · CIK 0000869013 · Director · 10% owner IVZ Inc · CIK 0001464186 · Director · 10% owner INVESCO HOLDING CO LTD · CIK 0001464185 · Director · 10% owner Invesco Ltd. · CIK 0000914208 · Director · 10% owner Joint disclosure: these amounts are not allocated separately to each reporting owner. 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 1,496,142.06 F2 · ownership.direct: The shares acquired on December 1, 2024 are owned directly by Invesco Realty, Inc., which is a wholly owned subsidiary of Invesco Advisers, Inc. (the issuer's adviser), which is a wholly owned subsidiary of Invesco Group Services, Inc., which is a wholly owned subsidiary of OppenheimerFunds, Inc., which is a wholly owned subsidiary of Oppenheimer Acquisition Corp., which is a wholly owned subsidiary of Invesco Holding Company (US), Inc., which is a wholly owned subsidiary of Invesco Holding Company Limited and which is a wholly owned subsidiary of Invesco Ltd., the ultimate parent entity. As a result, all entities other than Invesco Realty, Inc. are indirect beneficial owners. The Reporting Persons are directors by deputization for purposes of Section 16 of the Securities Exchange Act of 1934, as amended. Read SEC document |
| December 01, 2024 Filed Dec 3, 2024 20:29 UTC | Invesco Commercial Real Estate Finance Trust, Inc. N/A · Entity 118 | GrantClass D Common Stock, $0.01 par value | 744,405.493 | $25.07 | $18,665,000.01 |
DisclosureSEC source: 0001992686-24-000004 · wk-form4_1733257737.xml · nonDerivative · entry 6 Invesco Realty, Inc. · CIK 0001992686 · Director · 10% owner Invesco Advisers, Inc. · CIK 0000020430 · Director · 10% owner Invesco Group Services, Inc. · CIK 0001993081 · Director · 10% owner OppenheimerFunds, Inc. · CIK 0000728889 · Director · 10% owner OPPENHEIMER ACQUISITION CORP · CIK 0000869013 · Director · 10% owner IVZ Inc · CIK 0001464186 · Director · 10% owner INVESCO HOLDING CO LTD · CIK 0001464185 · Director · 10% owner Invesco Ltd. · CIK 0000914208 · Director · 10% owner Joint disclosure: these amounts are not allocated separately to each reporting owner. 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 1,497,041.16 F2 · ownership.direct: The shares acquired on December 1, 2024 are owned directly by Invesco Realty, Inc., which is a wholly owned subsidiary of Invesco Advisers, Inc. (the issuer's adviser), which is a wholly owned subsidiary of Invesco Group Services, Inc., which is a wholly owned subsidiary of OppenheimerFunds, Inc., which is a wholly owned subsidiary of Oppenheimer Acquisition Corp., which is a wholly owned subsidiary of Invesco Holding Company (US), Inc., which is a wholly owned subsidiary of Invesco Holding Company Limited and which is a wholly owned subsidiary of Invesco Ltd., the ultimate parent entity. As a result, all entities other than Invesco Realty, Inc. are indirect beneficial owners. The Reporting Persons are directors by deputization for purposes of Section 16 of the Securities Exchange Act of 1934, as amended. Read SEC document |
| December 01, 2024 Filed Dec 3, 2024 20:29 UTC | Invesco Commercial Real Estate Finance Trust, Inc. N/A · Entity 118 | GrantClass I Common Stock, $0.01 par value | 741,878.684 | $25.16 | $18,665,000.00 |
DisclosureSEC source: 0001992686-24-000004 · wk-form4_1733257737.xml · nonDerivative · entry 4 Invesco Realty, Inc. · CIK 0001992686 · Director · 10% owner Invesco Advisers, Inc. · CIK 0000020430 · Director · 10% owner Invesco Group Services, Inc. · CIK 0001993081 · Director · 10% owner OppenheimerFunds, Inc. · CIK 0000728889 · Director · 10% owner OPPENHEIMER ACQUISITION CORP · CIK 0000869013 · Director · 10% owner IVZ Inc · CIK 0001464186 · Director · 10% owner INVESCO HOLDING CO LTD · CIK 0001464185 · Director · 10% owner Invesco Ltd. · CIK 0000914208 · Director · 10% owner Joint disclosure: these amounts are not allocated separately to each reporting owner. 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 1,492,904.87 F2 · ownership.direct: The shares acquired on December 1, 2024 are owned directly by Invesco Realty, Inc., which is a wholly owned subsidiary of Invesco Advisers, Inc. (the issuer's adviser), which is a wholly owned subsidiary of Invesco Group Services, Inc., which is a wholly owned subsidiary of OppenheimerFunds, Inc., which is a wholly owned subsidiary of Oppenheimer Acquisition Corp., which is a wholly owned subsidiary of Invesco Holding Company (US), Inc., which is a wholly owned subsidiary of Invesco Holding Company Limited and which is a wholly owned subsidiary of Invesco Ltd., the ultimate parent entity. As a result, all entities other than Invesco Realty, Inc. are indirect beneficial owners. The Reporting Persons are directors by deputization for purposes of Section 16 of the Securities Exchange Act of 1934, as amended. Read SEC document |
| December 01, 2024 Filed Dec 3, 2024 20:29 UTC | Invesco Commercial Real Estate Finance Trust, Inc. N/A · Entity 118 | GrantClass E Common Stock, $0.01 par value | 734,894.599 | $25.40 | $18,665,000.00 |
DisclosureSEC source: 0001992686-24-000004 · wk-form4_1733257737.xml · nonDerivative · entry 2 Invesco Realty, Inc. · CIK 0001992686 · Director · 10% owner Invesco Advisers, Inc. · CIK 0000020430 · Director · 10% owner Invesco Group Services, Inc. · CIK 0001993081 · Director · 10% owner OppenheimerFunds, Inc. · CIK 0000728889 · Director · 10% owner OPPENHEIMER ACQUISITION CORP · CIK 0000869013 · Director · 10% owner IVZ Inc · CIK 0001464186 · Director · 10% owner INVESCO HOLDING CO LTD · CIK 0001464185 · Director · 10% owner Invesco Ltd. · CIK 0000914208 · Director · 10% owner Joint disclosure: these amounts are not allocated separately to each reporting owner. 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 1,483,195.49 F2 · ownership.direct: The shares acquired on December 1, 2024 are owned directly by Invesco Realty, Inc., which is a wholly owned subsidiary of Invesco Advisers, Inc. (the issuer's adviser), which is a wholly owned subsidiary of Invesco Group Services, Inc., which is a wholly owned subsidiary of OppenheimerFunds, Inc., which is a wholly owned subsidiary of Oppenheimer Acquisition Corp., which is a wholly owned subsidiary of Invesco Holding Company (US), Inc., which is a wholly owned subsidiary of Invesco Holding Company Limited and which is a wholly owned subsidiary of Invesco Ltd., the ultimate parent entity. As a result, all entities other than Invesco Realty, Inc. are indirect beneficial owners. The Reporting Persons are directors by deputization for purposes of Section 16 of the Securities Exchange Act of 1934, as amended. Read SEC document |
| November 01, 2024 Filed Nov 5, 2024 15:27 UTC | Invesco Commercial Real Estate Finance Trust, Inc. N/A · Entity 118 | GrantClass E Common Stock, $0.01 par value | 18,003 | $25.33 | $456,061.00 |
DisclosureSEC source: 0000020430-24-000016 · wk-form4_1730820455.xml · nonDerivative · entry 1 Invesco Advisers, Inc. · CIK 0000020430 · Director Invesco Group Services, Inc. · CIK 0001993081 · Director OppenheimerFunds, Inc. · CIK 0000728889 · Director OPPENHEIMER ACQUISITION CORP · CIK 0000869013 · Director IVZ Inc · CIK 0001464186 · Director INVESCO HOLDING CO LTD · CIK 0001464185 · Director Invesco Ltd. · CIK 0000914208 · Director Joint disclosure: these amounts are not allocated separately to each reporting owner. 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 35,937 F1 · shares: This Form 4 reports the acquisition by Invesco Advisers, Inc. of Class E Common Stock as payment of its management fee. The Reporting Persons are directors by deputization for purposes of Section 16 of the Securities Exchange Act of 1934, as amended. Read SEC document |
| November 01, 2024 Filed Dec 3, 2024 20:29 UTC | Invesco Commercial Real Estate Finance Trust, Inc. N/A · Entity 118 | GrantClass S Common Stock, $0.01 par value | 99,735.901 | $25.07 | $2,500,000.04 |
DisclosureSEC source: 0001992686-24-000004 · wk-form4_1733257737.xml · nonDerivative · entry 7 Invesco Realty, Inc. · CIK 0001992686 · Director · 10% owner Invesco Advisers, Inc. · CIK 0000020430 · Director · 10% owner Invesco Group Services, Inc. · CIK 0001993081 · Director · 10% owner OppenheimerFunds, Inc. · CIK 0000728889 · Director · 10% owner OPPENHEIMER ACQUISITION CORP · CIK 0000869013 · Director · 10% owner IVZ Inc · CIK 0001464186 · Director · 10% owner INVESCO HOLDING CO LTD · CIK 0001464185 · Director · 10% owner Invesco Ltd. · CIK 0000914208 · Director · 10% owner Joint disclosure: these amounts are not allocated separately to each reporting owner. 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 752,214.249 F1 · ownership.direct: The shares acquired on November 1, 2024 are owned directly by Invesco Realty, Inc., which is a wholly owned subsidiary of Invesco Advisers, Inc. (the issuer's adviser), which is a wholly owned subsidiary of Invesco Group Services, Inc., which is a wholly owned subsidiary of OppenheimerFunds, Inc., which is a wholly owned subsidiary of Oppenheimer Acquisition Corp., which is a wholly owned subsidiary of Invesco Holding Company (US), Inc., which is a wholly owned subsidiary of Invesco Holding Company Limited and which is a wholly owned subsidiary of Invesco Ltd., the ultimate parent entity. As a result, all entities other than Invesco Realty, Inc. are indirect beneficial owners. The Reporting Persons are directors by deputization for purposes of Section 16 of the Securities Exchange Act of 1934, as amended. Read SEC document |
| November 01, 2024 Filed Dec 3, 2024 20:29 UTC | Invesco Commercial Real Estate Finance Trust, Inc. N/A · Entity 118 | GrantClass D Common Stock, $0.01 par value | 99,799.606 | $25.05 | $2,500,000.09 |
DisclosureSEC source: 0001992686-24-000004 · wk-form4_1733257737.xml · nonDerivative · entry 5 Invesco Realty, Inc. · CIK 0001992686 · Director · 10% owner Invesco Advisers, Inc. · CIK 0000020430 · Director · 10% owner Invesco Group Services, Inc. · CIK 0001993081 · Director · 10% owner OppenheimerFunds, Inc. · CIK 0000728889 · Director · 10% owner OPPENHEIMER ACQUISITION CORP · CIK 0000869013 · Director · 10% owner IVZ Inc · CIK 0001464186 · Director · 10% owner INVESCO HOLDING CO LTD · CIK 0001464185 · Director · 10% owner Invesco Ltd. · CIK 0000914208 · Director · 10% owner Joint disclosure: these amounts are not allocated separately to each reporting owner. 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 752,635.667 F1 · ownership.direct: The shares acquired on November 1, 2024 are owned directly by Invesco Realty, Inc., which is a wholly owned subsidiary of Invesco Advisers, Inc. (the issuer's adviser), which is a wholly owned subsidiary of Invesco Group Services, Inc., which is a wholly owned subsidiary of OppenheimerFunds, Inc., which is a wholly owned subsidiary of Oppenheimer Acquisition Corp., which is a wholly owned subsidiary of Invesco Holding Company (US), Inc., which is a wholly owned subsidiary of Invesco Holding Company Limited and which is a wholly owned subsidiary of Invesco Ltd., the ultimate parent entity. As a result, all entities other than Invesco Realty, Inc. are indirect beneficial owners. The Reporting Persons are directors by deputization for purposes of Section 16 of the Securities Exchange Act of 1934, as amended. Read SEC document |
| November 01, 2024 Filed Dec 3, 2024 20:29 UTC | Invesco Commercial Real Estate Finance Trust, Inc. N/A · Entity 118 | GrantClass I Common Stock, $0.01 par value | 99,488.633 | $25.13 | $2,500,000.11 |
DisclosureSEC source: 0001992686-24-000004 · wk-form4_1733257737.xml · nonDerivative · entry 3 Invesco Realty, Inc. · CIK 0001992686 · Director · 10% owner Invesco Advisers, Inc. · CIK 0000020430 · Director · 10% owner Invesco Group Services, Inc. · CIK 0001993081 · Director · 10% owner OppenheimerFunds, Inc. · CIK 0000728889 · Director · 10% owner OPPENHEIMER ACQUISITION CORP · CIK 0000869013 · Director · 10% owner IVZ Inc · CIK 0001464186 · Director · 10% owner INVESCO HOLDING CO LTD · CIK 0001464185 · Director · 10% owner Invesco Ltd. · CIK 0000914208 · Director · 10% owner Joint disclosure: these amounts are not allocated separately to each reporting owner. 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 751,026.186 F1 · ownership.direct: The shares acquired on November 1, 2024 are owned directly by Invesco Realty, Inc., which is a wholly owned subsidiary of Invesco Advisers, Inc. (the issuer's adviser), which is a wholly owned subsidiary of Invesco Group Services, Inc., which is a wholly owned subsidiary of OppenheimerFunds, Inc., which is a wholly owned subsidiary of Oppenheimer Acquisition Corp., which is a wholly owned subsidiary of Invesco Holding Company (US), Inc., which is a wholly owned subsidiary of Invesco Holding Company Limited and which is a wholly owned subsidiary of Invesco Ltd., the ultimate parent entity. As a result, all entities other than Invesco Realty, Inc. are indirect beneficial owners. The Reporting Persons are directors by deputization for purposes of Section 16 of the Securities Exchange Act of 1934, as amended. Read SEC document |
| November 01, 2024 Filed Dec 3, 2024 20:29 UTC | Invesco Commercial Real Estate Finance Trust, Inc. N/A · Entity 118 | GrantClass E Common Stock, $0.01 par value | 98,687.419 | $25.33 | $2,499,999.04 |
DisclosureSEC source: 0001992686-24-000004 · wk-form4_1733257737.xml · nonDerivative · entry 1 Invesco Realty, Inc. · CIK 0001992686 · Director · 10% owner Invesco Advisers, Inc. · CIK 0000020430 · Director · 10% owner Invesco Group Services, Inc. · CIK 0001993081 · Director · 10% owner OppenheimerFunds, Inc. · CIK 0000728889 · Director · 10% owner OPPENHEIMER ACQUISITION CORP · CIK 0000869013 · Director · 10% owner IVZ Inc · CIK 0001464186 · Director · 10% owner INVESCO HOLDING CO LTD · CIK 0001464185 · Director · 10% owner Invesco Ltd. · CIK 0000914208 · Director · 10% owner Joint disclosure: these amounts are not allocated separately to each reporting owner. 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 748,300.891 F1 · ownership.direct: The shares acquired on November 1, 2024 are owned directly by Invesco Realty, Inc., which is a wholly owned subsidiary of Invesco Advisers, Inc. (the issuer's adviser), which is a wholly owned subsidiary of Invesco Group Services, Inc., which is a wholly owned subsidiary of OppenheimerFunds, Inc., which is a wholly owned subsidiary of Oppenheimer Acquisition Corp., which is a wholly owned subsidiary of Invesco Holding Company (US), Inc., which is a wholly owned subsidiary of Invesco Holding Company Limited and which is a wholly owned subsidiary of Invesco Ltd., the ultimate parent entity. As a result, all entities other than Invesco Realty, Inc. are indirect beneficial owners. The Reporting Persons are directors by deputization for purposes of Section 16 of the Securities Exchange Act of 1934, as amended. Read SEC document |
| September 01, 2024 Filed Sep 5, 2024 15:31 UTC | Invesco Commercial Real Estate Finance Trust, Inc. N/A · Entity 118 | Disposition to issuerClass S Common Stock, $0.01 par value | 597,912.091 | $25.09 | $15,000,000.00 |
DisclosureSEC source: 0001992686-24-000002 · wk-form4_1725482815.xml · nonDerivative · entry 4 Invesco Realty, Inc. · CIK 0001992686 · Director · 10% owner Invesco Group Services, Inc. · CIK 0001993081 · Director · 10% owner OppenheimerFunds, Inc. · CIK 0000728889 · Director · 10% owner OPPENHEIMER ACQUISITION CORP · CIK 0000869013 · Director · 10% owner IVZ Inc · CIK 0001464186 · Director · 10% owner INVESCO HOLDING CO LTD · CIK 0001464185 · Director · 10% owner Invesco Ltd. · CIK 0000914208 · Director · 10% owner Joint disclosure: these amounts are not allocated separately to each reporting owner. 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 652,478.348 F1 · ownership.direct: The shares acquired on September 1, 2024 are owned directly by Invesco Realty, Inc., which is a wholly owned subsidiary of Invesco Advisers, Inc. (the issuer's adviser), which is a wholly owned subsidiary of Invesco Group Services, Inc., which is a wholly owned subsidiary of OppenheimerFunds, Inc., which is a wholly owned subsidiary of Oppenheimer Acquisition Corp., which is a wholly owned subsidiary of Invesco Holding Company (US), Inc., which is a wholly owned subsidiary of Invesco Holding Company Limited and which is a wholly owned subsidiary of Invesco Ltd., the ultimate parent entity. As a result, all entities other than Invesco Realty, Inc. are indirect beneficial owners. The Reporting Persons are directors by deputization for purposes of Section 16 of the Securities Exchange Act of 1934, as amended. Read SEC document |
| September 01, 2024 Filed Sep 5, 2024 15:31 UTC | Invesco Commercial Real Estate Finance Trust, Inc. N/A · Entity 118 | Disposition to issuerClass D Common Stock, $0.01 par value | 598,269.804 | $25.07 | $15,000,000.01 |
DisclosureSEC source: 0001992686-24-000002 · wk-form4_1725482815.xml · nonDerivative · entry 3 Invesco Realty, Inc. · CIK 0001992686 · Director · 10% owner Invesco Group Services, Inc. · CIK 0001993081 · Director · 10% owner OppenheimerFunds, Inc. · CIK 0000728889 · Director · 10% owner OPPENHEIMER ACQUISITION CORP · CIK 0000869013 · Director · 10% owner IVZ Inc · CIK 0001464186 · Director · 10% owner INVESCO HOLDING CO LTD · CIK 0001464185 · Director · 10% owner Invesco Ltd. · CIK 0000914208 · Director · 10% owner Joint disclosure: these amounts are not allocated separately to each reporting owner. 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 652,836.061 F1 · ownership.direct: The shares acquired on September 1, 2024 are owned directly by Invesco Realty, Inc., which is a wholly owned subsidiary of Invesco Advisers, Inc. (the issuer's adviser), which is a wholly owned subsidiary of Invesco Group Services, Inc., which is a wholly owned subsidiary of OppenheimerFunds, Inc., which is a wholly owned subsidiary of Oppenheimer Acquisition Corp., which is a wholly owned subsidiary of Invesco Holding Company (US), Inc., which is a wholly owned subsidiary of Invesco Holding Company Limited and which is a wholly owned subsidiary of Invesco Ltd., the ultimate parent entity. As a result, all entities other than Invesco Realty, Inc. are indirect beneficial owners. The Reporting Persons are directors by deputization for purposes of Section 16 of the Securities Exchange Act of 1934, as amended. Read SEC document |
| September 01, 2024 Filed Sep 5, 2024 15:31 UTC | Invesco Commercial Real Estate Finance Trust, Inc. N/A · Entity 118 | Disposition to issuerClass I Common Stock, $0.01 par value | 597,876.343 | $25.09 | $14,999,999.99 |
DisclosureSEC source: 0001992686-24-000002 · wk-form4_1725482815.xml · nonDerivative · entry 2 Invesco Realty, Inc. · CIK 0001992686 · Director · 10% owner Invesco Group Services, Inc. · CIK 0001993081 · Director · 10% owner OppenheimerFunds, Inc. · CIK 0000728889 · Director · 10% owner OPPENHEIMER ACQUISITION CORP · CIK 0000869013 · Director · 10% owner IVZ Inc · CIK 0001464186 · Director · 10% owner INVESCO HOLDING CO LTD · CIK 0001464185 · Director · 10% owner Invesco Ltd. · CIK 0000914208 · Director · 10% owner Joint disclosure: these amounts are not allocated separately to each reporting owner. 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 651,537.553 F1 · ownership.direct: The shares acquired on September 1, 2024 are owned directly by Invesco Realty, Inc., which is a wholly owned subsidiary of Invesco Advisers, Inc. (the issuer's adviser), which is a wholly owned subsidiary of Invesco Group Services, Inc., which is a wholly owned subsidiary of OppenheimerFunds, Inc., which is a wholly owned subsidiary of Oppenheimer Acquisition Corp., which is a wholly owned subsidiary of Invesco Holding Company (US), Inc., which is a wholly owned subsidiary of Invesco Holding Company Limited and which is a wholly owned subsidiary of Invesco Ltd., the ultimate parent entity. As a result, all entities other than Invesco Realty, Inc. are indirect beneficial owners. The Reporting Persons are directors by deputization for purposes of Section 16 of the Securities Exchange Act of 1934, as amended. Read SEC document |
| September 01, 2024 Filed Sep 5, 2024 15:31 UTC | Invesco Commercial Real Estate Finance Trust, Inc. N/A · Entity 118 | Disposition to issuerClass E Common Stock, $0.01 par value | 593,122.155 | $25.29 | $14,999,999.99 |
DisclosureSEC source: 0001992686-24-000002 · wk-form4_1725482815.xml · nonDerivative · entry 1 Invesco Realty, Inc. · CIK 0001992686 · Director · 10% owner Invesco Group Services, Inc. · CIK 0001993081 · Director · 10% owner OppenheimerFunds, Inc. · CIK 0000728889 · Director · 10% owner OPPENHEIMER ACQUISITION CORP · CIK 0000869013 · Director · 10% owner IVZ Inc · CIK 0001464186 · Director · 10% owner INVESCO HOLDING CO LTD · CIK 0001464185 · Director · 10% owner Invesco Ltd. · CIK 0000914208 · Director · 10% owner Joint disclosure: these amounts are not allocated separately to each reporting owner. 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 649,613.472 F1 · ownership.direct: The shares acquired on September 1, 2024 are owned directly by Invesco Realty, Inc., which is a wholly owned subsidiary of Invesco Advisers, Inc. (the issuer's adviser), which is a wholly owned subsidiary of Invesco Group Services, Inc., which is a wholly owned subsidiary of OppenheimerFunds, Inc., which is a wholly owned subsidiary of Oppenheimer Acquisition Corp., which is a wholly owned subsidiary of Invesco Holding Company (US), Inc., which is a wholly owned subsidiary of Invesco Holding Company Limited and which is a wholly owned subsidiary of Invesco Ltd., the ultimate parent entity. As a result, all entities other than Invesco Realty, Inc. are indirect beneficial owners. The Reporting Persons are directors by deputization for purposes of Section 16 of the Securities Exchange Act of 1934, as amended. Read SEC document |
| August 01, 2024 Filed Aug 5, 2024 20:48 UTC | Invesco Commercial Real Estate Finance Trust, Inc. N/A · Entity 118 | GrantClass E Common Stock, $0.01 par value | 12,142 | $25.23 | $306,345.09 |
DisclosureSEC source: 0000020430-24-000008 · wk-form4_1722890930.xml · nonDerivative · entry 1 Invesco Advisers, Inc. · CIK 0000020430 · Director Invesco Group Services, Inc. · CIK 0001993081 · Director OppenheimerFunds, Inc. · CIK 0000728889 · Director OPPENHEIMER ACQUISITION CORP · CIK 0000869013 · Director IVZ Inc · CIK 0001464186 · Director INVESCO HOLDING CO LTD · CIK 0001464185 · Director Invesco Ltd. · CIK 0000914208 · Director Joint disclosure: these amounts are not allocated separately to each reporting owner. 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 17,934 F1 · shares: This Form 4 reports the acquisition by Invesco Advisers, Inc. of Class E Common Stock as payment of its management fee. The Reporting Persons are directors by deputization for purposes of Section 16 of the Securities Exchange Act of 1934, as amended. Read SEC document |
| May 01, 2024 Filed May 3, 2024 19:35 UTC | Invesco Commercial Real Estate Finance Trust, Inc. N/A · Entity 118 | GrantClass E Common Stock, $0.01 par value | 5,792 | $25.10 | $145,385.57 |
DisclosureSEC source: 0001209191-24-005493 · doc4.xml · nonDerivative · entry 1 Invesco Advisers, Inc. · CIK 0000020430 · Director Invesco Group Services, Inc. · CIK 0001993081 · Director OppenheimerFunds, Inc. · CIK 0000728889 · Director OPPENHEIMER ACQUISITION CORP · CIK 0000869013 · Director IVZ Inc · CIK 0001464186 · Director INVESCO HOLDING CO LTD · CIK 0001464185 · Director Invesco Ltd. · CIK 0000914208 · Director Joint disclosure: these amounts are not allocated separately to each reporting owner. 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 5,792 F1 · shares: This Form 4 reports the acquisition by Invesco Advisers, Inc. of Class E Common Stock as payment of its management fee. The Reporting Persons are directors by deputization for purposes of Section 16 of the Securities Exchange Act of 1934, as amended. Read SEC document |
| April 30, 2024 Filed May 2, 2024 20:31 UTC | Invesco Commercial Real Estate Finance Trust, Inc. N/A · Entity 118 | Disposition to issuerClass S Common Stock, $0.01 par value | 997,920.334 | $25.05 | $25,000,000.00 |
DisclosureSEC source: 0001976927-24-000013 · wk-form4_1714681906.xml · nonDerivative · entry 4 Invesco Realty, Inc. · CIK 0001992686 · Director · 10% owner Invesco Group Services, Inc. · CIK 0001993081 · Director · 10% owner OppenheimerFunds, Inc. · CIK 0000728889 · Director · 10% owner OPPENHEIMER ACQUISITION CORP · CIK 0000869013 · Director · 10% owner IVZ Inc · CIK 0001464186 · Director · 10% owner INVESCO HOLDING CO LTD · CIK 0001464185 · Director · 10% owner Invesco Ltd. · CIK 0000914208 · Director · 10% owner Invesco Advisers, Inc. · CIK 0000020430 · Director · 10% owner Joint disclosure: these amounts are not allocated separately to each reporting owner. 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 54,566.257 Read SEC document |
| April 30, 2024 Filed May 2, 2024 20:31 UTC | Invesco Commercial Real Estate Finance Trust, Inc. N/A · Entity 118 | Disposition to issuerClass D Common Stock, $0.01 par value | 997,920.334 | $25.05 | $25,000,000.00 |
DisclosureSEC source: 0001976927-24-000013 · wk-form4_1714681906.xml · nonDerivative · entry 3 Invesco Realty, Inc. · CIK 0001992686 · Director · 10% owner Invesco Group Services, Inc. · CIK 0001993081 · Director · 10% owner OppenheimerFunds, Inc. · CIK 0000728889 · Director · 10% owner OPPENHEIMER ACQUISITION CORP · CIK 0000869013 · Director · 10% owner IVZ Inc · CIK 0001464186 · Director · 10% owner INVESCO HOLDING CO LTD · CIK 0001464185 · Director · 10% owner Invesco Ltd. · CIK 0000914208 · Director · 10% owner Invesco Advisers, Inc. · CIK 0000020430 · Director · 10% owner Joint disclosure: these amounts are not allocated separately to each reporting owner. 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 54,566.257 Read SEC document |
| April 30, 2024 Filed May 2, 2024 20:31 UTC | Invesco Commercial Real Estate Finance Trust, Inc. N/A · Entity 118 | Disposition to issuerClass I Common Stock, $0.01 par value | 998,825.381 | $25.03 | $24,999,999.99 |
DisclosureSEC source: 0001976927-24-000013 · wk-form4_1714681906.xml · nonDerivative · entry 2 Invesco Realty, Inc. · CIK 0001992686 · Director · 10% owner Invesco Group Services, Inc. · CIK 0001993081 · Director · 10% owner OppenheimerFunds, Inc. · CIK 0000728889 · Director · 10% owner OPPENHEIMER ACQUISITION CORP · CIK 0000869013 · Director · 10% owner IVZ Inc · CIK 0001464186 · Director · 10% owner INVESCO HOLDING CO LTD · CIK 0001464185 · Director · 10% owner Invesco Ltd. · CIK 0000914208 · Director · 10% owner Invesco Advisers, Inc. · CIK 0000020430 · Director · 10% owner Joint disclosure: these amounts are not allocated separately to each reporting owner. 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 53,661.21 Read SEC document |
| April 30, 2024 Filed May 2, 2024 20:31 UTC | Invesco Commercial Real Estate Finance Trust, Inc. N/A · Entity 118 | Disposition to issuerClass E Common Stock, $0.01 par value | 995,972.288 | $25.10 | $25,000,000.00 |
DisclosureSEC source: 0001976927-24-000013 · wk-form4_1714681906.xml · nonDerivative · entry 1 Invesco Realty, Inc. · CIK 0001992686 · Director · 10% owner Invesco Group Services, Inc. · CIK 0001993081 · Director · 10% owner OppenheimerFunds, Inc. · CIK 0000728889 · Director · 10% owner OPPENHEIMER ACQUISITION CORP · CIK 0000869013 · Director · 10% owner IVZ Inc · CIK 0001464186 · Director · 10% owner INVESCO HOLDING CO LTD · CIK 0001464185 · Director · 10% owner Invesco Ltd. · CIK 0000914208 · Director · 10% owner Invesco Advisers, Inc. · CIK 0000020430 · Director · 10% owner Joint disclosure: these amounts are not allocated separately to each reporting owner. 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 56,491.317 Read SEC document |
| October 02, 2023 Filed Oct 4, 2023 21:00 UTC | Invesco Commercial Real Estate Finance Trust, Inc. N/A · Entity 118 | PurchaseClass D Common Stock, $0.01 par value | 199,086.591 | $25.11 | $5,000,000.01 |
DisclosureSEC source: 0001209191-23-052021 · doc4.xml · nonDerivative · entry 4 Invesco Realty, Inc. · CIK 0001992686 · 10% owner Invesco Group Services, Inc. · CIK 0001993081 · 10% owner OppenheimerFunds, Inc. · CIK 0000728889 · 10% owner OPPENHEIMER ACQUISITION CORP · CIK 0000869013 · 10% owner IVZ Inc · CIK 0001464186 · 10% owner INVESCO HOLDING CO LTD · CIK 0001464185 · 10% owner Invesco Ltd. · CIK 0000914208 · 10% owner Joint disclosure: these amounts are not allocated separately to each reporting owner. 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 1,052,486.591 F1 · ownership.direct: The shares acquired on October 2, 2023 are owned directly by Invesco Realty, Inc., which is a wholly owned subsidiary of Invesco Advisers, Inc. (the issuer's adviser), which is a wholly owned subsidiary of Invesco Group Services, Inc., which is a wholly owned subsidiary of OppenheimerFunds, Inc., which is a wholly owned subsidiary of Oppenheimer Acquisition Corp., which is a wholly owned subsidiary of Invesco Holding Company (US), Inc., which is a wholly owned subsidiary of Invesco Holding Company Limited and which is a wholly owned subsidiary of Invesco Ltd., the ultimate parent entity. As a result, all entities other than Invesco Realty, Inc. are indirect beneficial owners. Read SEC document |
| October 02, 2023 Filed Oct 4, 2023 21:00 UTC | Invesco Commercial Real Estate Finance Trust, Inc. N/A · Entity 118 | PurchaseClass S Common Stock, $0.01 par value | 199,086.591 | $25.11 | $5,000,000.01 |
DisclosureSEC source: 0001209191-23-052021 · doc4.xml · nonDerivative · entry 3 Invesco Realty, Inc. · CIK 0001992686 · 10% owner Invesco Group Services, Inc. · CIK 0001993081 · 10% owner OppenheimerFunds, Inc. · CIK 0000728889 · 10% owner OPPENHEIMER ACQUISITION CORP · CIK 0000869013 · 10% owner IVZ Inc · CIK 0001464186 · 10% owner INVESCO HOLDING CO LTD · CIK 0001464185 · 10% owner Invesco Ltd. · CIK 0000914208 · 10% owner Joint disclosure: these amounts are not allocated separately to each reporting owner. 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 1,052,486.591 F1 · ownership.direct: The shares acquired on October 2, 2023 are owned directly by Invesco Realty, Inc., which is a wholly owned subsidiary of Invesco Advisers, Inc. (the issuer's adviser), which is a wholly owned subsidiary of Invesco Group Services, Inc., which is a wholly owned subsidiary of OppenheimerFunds, Inc., which is a wholly owned subsidiary of Oppenheimer Acquisition Corp., which is a wholly owned subsidiary of Invesco Holding Company (US), Inc., which is a wholly owned subsidiary of Invesco Holding Company Limited and which is a wholly owned subsidiary of Invesco Ltd., the ultimate parent entity. As a result, all entities other than Invesco Realty, Inc. are indirect beneficial owners. Read SEC document |
| October 02, 2023 Filed Oct 4, 2023 21:00 UTC | Invesco Commercial Real Estate Finance Trust, Inc. N/A · Entity 118 | PurchaseClass I Common Stock, $0.01 par value | 199,086.591 | $25.11 | $5,000,000.01 |
DisclosureSEC source: 0001209191-23-052021 · doc4.xml · nonDerivative · entry 2 Invesco Realty, Inc. · CIK 0001992686 · 10% owner Invesco Group Services, Inc. · CIK 0001993081 · 10% owner OppenheimerFunds, Inc. · CIK 0000728889 · 10% owner OPPENHEIMER ACQUISITION CORP · CIK 0000869013 · 10% owner IVZ Inc · CIK 0001464186 · 10% owner INVESCO HOLDING CO LTD · CIK 0001464185 · 10% owner Invesco Ltd. · CIK 0000914208 · 10% owner Joint disclosure: these amounts are not allocated separately to each reporting owner. 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 1,052,486.591 F1 · ownership.direct: The shares acquired on October 2, 2023 are owned directly by Invesco Realty, Inc., which is a wholly owned subsidiary of Invesco Advisers, Inc. (the issuer's adviser), which is a wholly owned subsidiary of Invesco Group Services, Inc., which is a wholly owned subsidiary of OppenheimerFunds, Inc., which is a wholly owned subsidiary of Oppenheimer Acquisition Corp., which is a wholly owned subsidiary of Invesco Holding Company (US), Inc., which is a wholly owned subsidiary of Invesco Holding Company Limited and which is a wholly owned subsidiary of Invesco Ltd., the ultimate parent entity. As a result, all entities other than Invesco Realty, Inc. are indirect beneficial owners. Read SEC document |
| October 02, 2023 Filed Oct 4, 2023 21:00 UTC | Invesco Commercial Real Estate Finance Trust, Inc. N/A · Entity 118 | PurchaseClass E Common Stock, $0.01 par value | 199,063.605 | $25.12 | $5,000,000.00 |
DisclosureSEC source: 0001209191-23-052021 · doc4.xml · nonDerivative · entry 1 Invesco Realty, Inc. · CIK 0001992686 · 10% owner Invesco Group Services, Inc. · CIK 0001993081 · 10% owner OppenheimerFunds, Inc. · CIK 0000728889 · 10% owner OPPENHEIMER ACQUISITION CORP · CIK 0000869013 · 10% owner IVZ Inc · CIK 0001464186 · 10% owner INVESCO HOLDING CO LTD · CIK 0001464185 · 10% owner Invesco Ltd. · CIK 0000914208 · 10% owner Joint disclosure: these amounts are not allocated separately to each reporting owner. 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 1,052,463.605 F1 · ownership.direct: The shares acquired on October 2, 2023 are owned directly by Invesco Realty, Inc., which is a wholly owned subsidiary of Invesco Advisers, Inc. (the issuer's adviser), which is a wholly owned subsidiary of Invesco Group Services, Inc., which is a wholly owned subsidiary of OppenheimerFunds, Inc., which is a wholly owned subsidiary of Oppenheimer Acquisition Corp., which is a wholly owned subsidiary of Invesco Holding Company (US), Inc., which is a wholly owned subsidiary of Invesco Holding Company Limited and which is a wholly owned subsidiary of Invesco Ltd., the ultimate parent entity. As a result, all entities other than Invesco Realty, Inc. are indirect beneficial owners. Read SEC document |
| September 05, 2023 Filed Sep 16, 2023 00:15 UTC | Invesco Commercial Real Estate Finance Trust, Inc. NONE · Entity 118 | PurchaseClass D Common Stock, $0.01 par value | 700,000 | $25.00 | $17,500,000.00 |
DisclosureSEC source: 0001213900-23-077139 · ownership.xml · nonDerivative · entry 4 Invesco Group Services, Inc. · CIK 0001993081 · 10% owner OppenheimerFunds, Inc. · CIK 0000728889 · 10% owner OPPENHEIMER ACQUISITION CORP · CIK 0000869013 · 10% owner IVZ Inc · CIK 0001464186 · 10% owner INVESCO HOLDING CO LTD · CIK 0001464185 · 10% owner Joint disclosure: these amounts are not allocated separately to each reporting owner. 10b5-1 filing: No plan indicated Ownership: Indirect · See footnote Disclosed balance after: 853,400 F1 · ownership.nature: As indicated in a Form 4 for Invesco Realty, Inc. filed with the Securities and Exchange Commission on September 7, 2023 (SEC Accession No. 0001213900-23-075144), on September 5, 2023, Invesco Realty, Inc. acquired additional shares of Invesco Commercial Real Estate Finance Trust, Inc. (the "Shares"). The Shares are owned directly by Invesco Realty, Inc., which is a wholly owned subsidiary of Invesco Advisers, Inc. (the issuer's adviser), which is a wholly owned subsidiary of Invesco Group Services, Inc., which is a wholly owned subsidiary of OppenheimerFunds, Inc., which is a wholly owned subsidiary of Oppenheimer Acquisition Corp., which is a wholly owned subsidiary of Invesco Holding Company (US), Inc., which is a wholly owned subsidiary of Invesco Holding Company Limited and which is a wholly owned subsidiary of Invesco Ltd., the ultimate parent entity. As a result, all entities other than Invesco Realty, Inc. are indirect beneficial owners. Read SEC document |
| September 05, 2023 Filed Sep 16, 2023 00:15 UTC | Invesco Commercial Real Estate Finance Trust, Inc. NONE · Entity 118 | PurchaseClass S Common Stock, $0.01 par value | 700,000 | $25.00 | $17,500,000.00 |
DisclosureSEC source: 0001213900-23-077139 · ownership.xml · nonDerivative · entry 3 Invesco Group Services, Inc. · CIK 0001993081 · 10% owner OppenheimerFunds, Inc. · CIK 0000728889 · 10% owner OPPENHEIMER ACQUISITION CORP · CIK 0000869013 · 10% owner IVZ Inc · CIK 0001464186 · 10% owner INVESCO HOLDING CO LTD · CIK 0001464185 · 10% owner Joint disclosure: these amounts are not allocated separately to each reporting owner. 10b5-1 filing: No plan indicated Ownership: Indirect · See footnote Disclosed balance after: 853,400 F1 · ownership.nature: As indicated in a Form 4 for Invesco Realty, Inc. filed with the Securities and Exchange Commission on September 7, 2023 (SEC Accession No. 0001213900-23-075144), on September 5, 2023, Invesco Realty, Inc. acquired additional shares of Invesco Commercial Real Estate Finance Trust, Inc. (the "Shares"). The Shares are owned directly by Invesco Realty, Inc., which is a wholly owned subsidiary of Invesco Advisers, Inc. (the issuer's adviser), which is a wholly owned subsidiary of Invesco Group Services, Inc., which is a wholly owned subsidiary of OppenheimerFunds, Inc., which is a wholly owned subsidiary of Oppenheimer Acquisition Corp., which is a wholly owned subsidiary of Invesco Holding Company (US), Inc., which is a wholly owned subsidiary of Invesco Holding Company Limited and which is a wholly owned subsidiary of Invesco Ltd., the ultimate parent entity. As a result, all entities other than Invesco Realty, Inc. are indirect beneficial owners. Read SEC document |
| September 05, 2023 Filed Sep 16, 2023 00:15 UTC | Invesco Commercial Real Estate Finance Trust, Inc. NONE · Entity 118 | PurchaseClass I Common Stock, $0.01 par value | 700,000 | $25.00 | $17,500,000.00 |
DisclosureSEC source: 0001213900-23-077139 · ownership.xml · nonDerivative · entry 2 Invesco Group Services, Inc. · CIK 0001993081 · 10% owner OppenheimerFunds, Inc. · CIK 0000728889 · 10% owner OPPENHEIMER ACQUISITION CORP · CIK 0000869013 · 10% owner IVZ Inc · CIK 0001464186 · 10% owner INVESCO HOLDING CO LTD · CIK 0001464185 · 10% owner Joint disclosure: these amounts are not allocated separately to each reporting owner. 10b5-1 filing: No plan indicated Ownership: Indirect · See footnote Disclosed balance after: 853,400 F1 · ownership.nature: As indicated in a Form 4 for Invesco Realty, Inc. filed with the Securities and Exchange Commission on September 7, 2023 (SEC Accession No. 0001213900-23-075144), on September 5, 2023, Invesco Realty, Inc. acquired additional shares of Invesco Commercial Real Estate Finance Trust, Inc. (the "Shares"). The Shares are owned directly by Invesco Realty, Inc., which is a wholly owned subsidiary of Invesco Advisers, Inc. (the issuer's adviser), which is a wholly owned subsidiary of Invesco Group Services, Inc., which is a wholly owned subsidiary of OppenheimerFunds, Inc., which is a wholly owned subsidiary of Oppenheimer Acquisition Corp., which is a wholly owned subsidiary of Invesco Holding Company (US), Inc., which is a wholly owned subsidiary of Invesco Holding Company Limited and which is a wholly owned subsidiary of Invesco Ltd., the ultimate parent entity. As a result, all entities other than Invesco Realty, Inc. are indirect beneficial owners. Read SEC document |
| September 05, 2023 Filed Sep 16, 2023 00:15 UTC | Invesco Commercial Real Estate Finance Trust, Inc. NONE · Entity 118 | PurchaseClass E Common Stock, $0.01 par value | 700,000 | $25.00 | $17,500,000.00 |
DisclosureSEC source: 0001213900-23-077139 · ownership.xml · nonDerivative · entry 1 Invesco Group Services, Inc. · CIK 0001993081 · 10% owner OppenheimerFunds, Inc. · CIK 0000728889 · 10% owner OPPENHEIMER ACQUISITION CORP · CIK 0000869013 · 10% owner IVZ Inc · CIK 0001464186 · 10% owner INVESCO HOLDING CO LTD · CIK 0001464185 · 10% owner Joint disclosure: these amounts are not allocated separately to each reporting owner. 10b5-1 filing: No plan indicated Ownership: Indirect · See footnote Disclosed balance after: 853,400 F1 · ownership.nature: As indicated in a Form 4 for Invesco Realty, Inc. filed with the Securities and Exchange Commission on September 7, 2023 (SEC Accession No. 0001213900-23-075144), on September 5, 2023, Invesco Realty, Inc. acquired additional shares of Invesco Commercial Real Estate Finance Trust, Inc. (the "Shares"). The Shares are owned directly by Invesco Realty, Inc., which is a wholly owned subsidiary of Invesco Advisers, Inc. (the issuer's adviser), which is a wholly owned subsidiary of Invesco Group Services, Inc., which is a wholly owned subsidiary of OppenheimerFunds, Inc., which is a wholly owned subsidiary of Oppenheimer Acquisition Corp., which is a wholly owned subsidiary of Invesco Holding Company (US), Inc., which is a wholly owned subsidiary of Invesco Holding Company Limited and which is a wholly owned subsidiary of Invesco Ltd., the ultimate parent entity. As a result, all entities other than Invesco Realty, Inc. are indirect beneficial owners. Read SEC document |
| January 02, 2019 Filed Jan 4, 2019 20:01 UTC | Carlyle Tactical Private Credit Fund OCPIX · Entity 35835 | PurchaseClass I Shares | 782,881.002 | $9.58 | $7,500,000.00 |
DisclosureSEC source: 0001725472-19-000004 · primary_doc.xml · nonDerivative · entry 1 OppenheimerFunds, Inc. · CIK 0000728889 · 10% owner 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 5,025,158.261 Read SEC document |
Value uses the disclosed total when available, otherwise shares × reported transaction price. It is not an estimate of exercise cash cost or investment performance.