As of November 10, 2026, 3 holders' latest Schedule 13D or 13G filings report owning 5% or more of Invesco Real Estate Income Trust Inc. The largest reported stake is Massachusetts Mutual Life Insurance Company's, at 100%. 8 filings are on record since July 14, 2025 (Schedule 13G/A, January 23, 2026).
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Key facts
- · Reporting person: First Trust Alternative Opportunities Fund · Sole voting: 1,802,434 · Shared voting: 0 · Sole dispositive: 1,802,434 · Shared dispositive: 0 · SCHEDULE 13G/A, 2026-06-05
- · Holder: First Trust Capital Management L.P. · Percent: 52.79% · SCHEDULE 13G/A
- · Holder: Invesco Advisers, Inc. · Percent: 9.8% · SCHEDULE 13G/A
- · Holder: Massachusetts Mutual Life Insurance Company · Percent: 100% · SCHEDULE 13G/A
- · Holder: Invesco Global Property Plus Fund · Percent: 4.3% · SCHEDULE 13G/A
Invesco Real Estate Income Trust Inc. has 8 Schedule 13D or 13G filings on record since 2025-07-14. 3 holders' latest filing reports 5% or more of class i common stock, par value $0.0001 per share ("common stock"). Each figure below is the holder's own, as filed, with the filing linked.
Holders
| Holder | Percent | Shares | Latest | Event date |
|---|---|---|---|---|
| Massachusetts Mutual Life Insurance Company | 100% | 15,157,853 | SCHEDULE 13G/A, 2026-01-23 | 2025-12-31 |
| First Trust Capital Management L.P. | 47.81% | 1,825,673 | SCHEDULE 13G/A, 2026-06-05 | 2026-05-31 |
| Invesco Advisers, Inc. | 9.8% | 2,289,920 | SCHEDULE 13G/A, 2026-05-12 | 2026-03-31 |
| Invesco Global Property Plus Fund | 4.3% | 982,375 | SCHEDULE 13G/A, 2025-11-13 | 2025-09-30 |
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More on Invesco Real Estate Income Trust Inc. and the records around it.
The people at Invesco Real Estate Income Trust Inc.
- Stephanie Holder is also named on 3 other Form D filings: IREX V Diversified Portfolio DST (Sep 2026)
Companies that share a holder
- Massachusetts Mutual Life Insurance Company also filed stake reports on 1 other company: Janus Henderson Group plc (Jul 2026)
- First Trust Alternative Opportunities Fund also filed stake reports on 47 other companies: TCW SPECIALTY LENDING LLC (Sep 2026), Blue Foundry Bancorp (Aug 2026), Centurion Acquisition Corp. (Aug 2026)
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What the Full Report on Invesco Real Estate Income Trust Inc. covers
The Short Answer
Which Company This Is
What They Do, And How The Money Works
Who Runs It, And How To Reach Them
The Money: Funding, Valuation, Runway
Who Pays Them, And Who They Are Up Against
Warning Bells
Sources
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Voting and dispositive power, as filed
| Reporting person | Sole voting | Shared voting | Sole dispositive | Shared dispositive | Filing |
|---|---|---|---|---|---|
| First Trust Alternative Opportunities Fund | 1,802,434 | 0 | 1,802,434 | 0 | SCHEDULE 13G/A, 2026-06-05 |
| First Trust Capital Management L.P. | 1,825,673 | 0 | 1,825,673 | 0 | SCHEDULE 13G/A, 2026-06-05 |
| First Trust Capital Solutions L.P. | 1,825,673 | 0 | 1,825,673 | 0 | SCHEDULE 13G/A, 2026-06-05 |
| FTCS Sub GP LLC | 1,825,673 | 0 | 1,825,673 | 0 | SCHEDULE 13G/A, 2026-06-05 |
The latest filing identifies Invesco Real Estate Income Trust Inc. by CUSIP 46144C301 and gives its principal executive office as 2300 N FIELD STREET, SUITE 1200, DALLAS, TX 75201 (SCHEDULE 13G/A, 2026-06-05).
Timeline
| Filed | Holder | Percent | Filing |
|---|---|---|---|
| 2025-07-14 | Invesco Global Property Plus Fund | 5.1% | SCHEDULE 13G/A |
| 2025-08-14 | Invesco Advisers, Inc. | 11.3% | SCHEDULE 13G/A |
| 2025-11-07 | First Trust Capital Management L.P. | 49.7% | SCHEDULE 13G/A |
| 2025-11-13 | Invesco Global Property Plus Fund | 4.3% | SCHEDULE 13G/A |
| 2026-01-23 | Massachusetts Mutual Life Insurance Company | 100% | SCHEDULE 13G/A |
| 2026-05-12 | Invesco Advisers, Inc. | 9.8% | SCHEDULE 13G/A |
| 2026-05-15 | First Trust Capital Management L.P. | 52.79% | SCHEDULE 13G/A |
| 2026-06-05 | First Trust Capital Management L.P. | 47.81% | SCHEDULE 13G/A |
Questions about who owns Invesco Real Estate Income Trust Inc.
Who owns Invesco Real Estate Income Trust Inc.?
On this page, 3 holders' latest ownership filings report 5% or more of Invesco Real Estate Income Trust Inc.: Massachusetts Mutual Life Insurance Company (100%, Schedule 13G/A, filed 2026-01-23), First Trust Capital Management L.P. (47.81%, Schedule 13G/A, filed 2026-06-05) and Invesco Advisers, Inc. (9.8%, Schedule 13G/A, filed 2026-05-12).
Who are the largest shareholders of Invesco Real Estate Income Trust Inc.?
By the share each holder's latest filing reports, the largest holders of Invesco Real Estate Income Trust Inc. on this page are Massachusetts Mutual Life Insurance Company (100%), First Trust Capital Management L.P. (47.81%) and Invesco Advisers, Inc. (9.8%).
When did Massachusetts Mutual Life Insurance Company buy into Invesco Real Estate Income Trust Inc.?
The filings give report dates, not purchase dates. The earliest filing from Massachusetts Mutual Life Insurance Company on this page is the Schedule 13G/A, filed 2026-01-23, reporting 100%. That earliest filing is itself an amendment, which updates an earlier report.
Is this an audit or a full list?
Neither. The ownership list on this page covers only Schedule 13D and 13G filings, which holders make once they own 5% or more of a class of shares (an amendment can report a stake that has since fallen below 5%); 8 such filings are shown here. It is not an audit and not a full cap table: holders who never reached 5% are not listed, and a stake can change after its latest filing.
Also on the record for Invesco Real Estate Income Trust Inc.
| Date | Record | Figure | Our page | Source |
|---|---|---|---|---|
| October 16, 2026 | Form D amendment, private offering | $2.76M sold | Form D page | Source |
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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.