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 |
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 |
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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.