Invesco Oppenheimer Real Estate Fund Class C
ORECX
NASDAQ- -
USD
- -
- -
Capital Structure
FRC
•
in mil. unless spec.Working Capital
FRC
•
in mil. unless spec.Growth Rates
FRC
•
in mil. unless spec.Quarterly Revenue
FRC
•
in mil. unless spec.Quarterly Earnings Per Share
FRC
•
in mil. unless spec.Quarterly Dividends Per Share
FRC
•
in mil. unless spec.- Sector
- Real Estate
- Industry
- Real Estate - General
- Address
- AIM Counselor Series Trust (Invesco Counselor Series Trust) United States of America
- IPO Date
- Sep 30, 2003
- CIK
- 0000019034
- Similar Companies
- Business
- Invesco Oppenheimer Real Estate Fund Class C (ORECX) is an open-end mutual fund that seeks total return through a combination of capital appreciation and current income by investing at least 80% of its net assets in common stocks, preferred securities, convertible securities, and other equity securities of real estate companies listed on U.S. exchanges; real estate investment trusts (REITs) across sectors including telecom tower REITs, health care REITs, retail REITs, industrial REITs, data center REITs, multi-family residential REITs, self-storage REITs, and diversified REITs; and derivatives and debt securities related to the real estate industry. The fund targets domestic high-quality real estate securities, with top holdings such as Welltower Inc., American Tower Corp., Digital Realty Trust Inc., Crown Castle Inc., and Equinix Inc., and maintains a concentrated portfolio of approximately 34 securities focused on U.S. markets. Managed by Invesco Advisers Inc., a subsidiary of Invesco Ltd., the fund operates within the real estate investment segment, serving retail and institutional investors seeking exposure to U.S. REITs and real estate equities. Invesco Ltd., the parent company headquartered in Atlanta, Georgia, traces its roots to 1935 and manages the fund through its global network of offices across 20 countries, with key U.S. locations including Houston, Texas. The Real Estate Fund suite, including ORECX (incepted October 3, 2008), emphasizes growth-oriented investments in properties such as healthcare facilities, cell towers, data centers, logistics warehouses, and residential units. In recent years, Invesco has executed strategic expansions in its real estate platform, including the 2018 acquisition of OppenheimerFunds from MassMutual for approximately $5.7 billion, which integrated legacy Oppenheimer real estate strategies like ORECX into Invesco's offerings and boosted assets under management. In 2025, Invesco Real Estate introduced new share classes for its Real Estate Income Trust and expanded its leadership team with key appointments in real estate credit, alongside completing the subscription of the IREX II Self-Storage Portfolio DST raising $85.7 million. These moves reflect ongoing efforts to enhance real estate credit capabilities, diversify product offerings, and strengthen governance amid evolving market dynamics.