- Sector
- Financial Services
- Industry
- Asset Management
- Address
- 11 Greenway Plaza, Suite 1000 Houston TX United States of America 77046
- IPO Date
- Aug 14, 2015
- Business
- Invesco S&P 500 Equal Weight Real Estate ETF (RSPR) is an exchange-traded fund that seeks to track the performance of the S&P 500 Equal Weight Real Estate Index by investing at least 90% of its total assets in securities comprising the index. The fund equally weights stocks from the real estate sector within the S&P 500 Index and undergoes quarterly rebalancing to maintain its equal-weight methodology, providing investors with diversified exposure across mid-cap blend (51.35%), small-cap blend (16.12%), and other market cap styles in the real estate industry. Top holdings as of early October 2025 include Healthpeak Properties Inc (DOC, 3.49%), Iron Mountain Inc (IRM, 3.48%), Prologis Inc (PLD, 3.41%), Welltower Inc (WELL, 3.37%), and Simon Property Group Inc (SPG, 3.34%), among others such as BXP Inc, Public Storage, Realty Income Corp, Crown Castle Inc, and Digital Realty Trust Inc.
The ETF was originally launched in 2015 and underwent a significant reorganization on April 6, 2018, transitioning from a Guggenheim predecessor fund to management by Invesco, with performance history reflecting this change. Invesco, the fund's issuer and an independent investment management firm, is headquartered in Atlanta, Georgia, and operates globally to serve individual investors, financial professionals, and institutions. The fund trades on the NYSE Arca exchange under the ticker RSPR, with total net assets of approximately $112.03 million as of recent data.
Recent institutional ownership activity highlights growing interest, with major shareholders including LPL Financial LLC, Raymond James Financial Inc, Morgan Stanley, and Bank of America Corp/de/, alongside new positions established by firms such as Wealthcare Advisory Partners LLC acquiring over 60,000 shares. Performance metrics as of September 30, 2025, show year-to-date NAV returns of 2.85% for the fund, trailing the S&P 500 Index (14.83%) but aligned with real estate sector dynamics amid interest rate shifts. No major acquisitions, new product launches, or strategic alliances specific to RSPR were reported in the last 1-2 years, though Invesco continues to emphasize ETFs for income generation and rate risk management in its broader offerings.