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5%+ stakes · Schedule 13D and 13G

Invesco Commercial Real Estate Finance Trust, Inc.: 5%+ holders

Who has reported owning 5% or more of Invesco Commercial Real Estate Finance Trust, Inc., from Schedule 13D and 13G filings: each holder's stake as filed, the timeline, and the purpose each 13D states, quoted.

At 5% or more1
Filings6
Latest filing2026-09-03

Invesco Commercial Real Estate Finance Trust, Inc. has 6 Schedule 13D or 13G filings on record since 2025-08-05. 1 holder's latest filing reports 5% or more of class i common stock, par value $0.01 per share. Each figure below is the holder's own, as filed, with the filing linked.

Holders

HolderPercentSharesLatestEvent date
Invesco Realty, Inc.11.12%5,972,698SCHEDULE 13D/A, 2026-09-032026-09-01

Timeline

FiledHolderPercentFiling
2025-08-05Invesco Realty, Inc.13.8%SCHEDULE 13D/A
2025-11-05Invesco Realty, Inc.12.22%SCHEDULE 13D/A
2026-02-04Invesco Realty, Inc.11.44%SCHEDULE 13D/A
2026-04-03Invesco Realty, Inc.10.42%SCHEDULE 13D/A
2026-05-05Invesco Realty, Inc.12.31%SCHEDULE 13D/A
2026-09-03Invesco Realty, Inc.11.12%SCHEDULE 13D/A

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Where this comes from

Anyone who comes to own more than 5% of a class of a listed company's voting shares has to tell the SEC. A holder who may seek to change or influence the company files Schedule 13D, and has to say in Item 4, "Purpose of Transaction", what it intends to do. A holder with no such intent, such as many index and passive funds, may file the shorter Schedule 13G. Both are amended when the stake changes, including when it falls below 5%.

Every row here is one of those filings, linked to the filing itself. Percentages and share counts are exactly as the holder filed them, for the holder the filing names; an amendment showing a lower figure is shown as filed. Item 4 text is quoted word for word. Where a 13D's Item 4 contains a sentence stating a definite intent to influence the company, that sentence is marked and quoted; the page does not describe the holder or its motives beyond the words it filed. Nothing here is investment advice.

Cite this page

Permanent URL: https://mentionfox.com/stakes/invesco-commercial-real-estate-finance-trust
Last updated 2026-09-27
Primary record: SEC filing 1 · SEC filing 2 · SEC filing 3 · SEC filing 4
Invesco Commercial Real Estate Finance Trust, Inc. 5%+ holders: 1 at 5% or more, largest Invesco Realty, Inc. 11.12%. MentionFox, 2026-09-27. https://mentionfox.com/stakes/invesco-commercial-real-estate-finance-trust