Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| Invesco Commercial Real Estate Finance Trust, Inc.NONE · Entity 118 | Director · Chief Operating Officer | August 28, 2023 | August 28, 2023 |
| Invesco Mortgage Capital Inc.IVR · Entity 5185 | Director | December 31, 2022 | February 14, 2023 |
| Invesco Real Estate Income Trust Inc.NONE · Entity 126 | Director · Chief Operating Officer | December 31, 2024 | February 14, 2025 |
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 28, 2023 · Filed August 28, 2023
This filing explicitly reported no securities owned.
Invesco Mortgage Capital Inc.
Report date December 31, 2022 · Filed February 14, 2023
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common Stock, par value $0.01 per shareSEC Table I · non-derivative | Direct | 323 |
Reported balance
Holding disclosure · report date 2022-12-31 · row 1
Holding and transaction disclosures are not merged.
1 source rowRow 1 · Balance 323 F1: Reflects ownership after the Issuer's 1-for-10 reverse stock split of Common Stock effected on June 3, 2022. |
Filing footnotes · ownership attribution and instrument terms
F1: Reflects ownership after the Issuer's 1-for-10 reverse stock split of Common Stock effected on June 3, 2022.
Invesco Real Estate Income Trust Inc.
Report date December 31, 2024 · Filed February 14, 2025
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Class E Common Stock, $0.01 par valueSEC Table I · non-derivative | Direct | 4,527 |
Reported balance
Holding disclosure · report date 2024-12-31 · row 1
Holding and transaction disclosures are not merged.
1 source rowRow 1 · Balance 4,527 F1: Includes 169 shares of Class E Stock acquired by the reporting person since the last filing through the Issuers Distribution Reinvestment Plan. |
Filing footnotes · ownership attribution and instrument terms
F1: Includes 169 shares of Class E Stock acquired by the reporting person since the last filing through the Issuers Distribution Reinvestment Plan.
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 |
|---|---|---|---|---|---|---|
| December 09, 2021 Filed Dec 10, 2021 21:06 UTC | Invesco Mortgage Capital Inc. IVR · Entity 5185 | PurchaseCommon Stock, par value $0.01 per share | 3,236 | $3.12 | $10,096.32 |
DisclosureSEC source: 0001209191-21-068997 · doc4.xml · nonDerivative · entry 1 Zayicek Beth · CIK 0001844029 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · By Trust Disclosed balance after: 3,236 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.