Verdicts genuinely change. Free email alert the moment AGREX's does — no target price to set, unlike "Alert" above.
Whether this fund clears the published standards, and the filings behind that answer. The screen runs first and nothing on the trading side can override it.
Structure, momentum, positioning and levels. Separate from the Sharia verdict above, which this side never overrides.
Invesco Global Real Estate Fund · AIM Investment Securities Funds (Invesco Investment Securities Funds)
76 holdings
NON-COMPLIANT 55.35% of portfolio weight is in non-compliant holdings, over the 5% threshold.
76 holdings, 61 matched (83% of weight). Portfolio as of 2026-05-31, filed 2026-07-28. Source: SEC Form N-PORT.
1.55% of this portfolio’s income is non-permissible — weighted across holdings, computed over 73% of portfolio weight (56 of 76 holdings). The common approach purifies that proportion of income received — dividends — not of the position’s value. We report the ratio; what to do with it is a question for your own scholar.
27.6% compliant 0.0% questionable 55.3% non-compliant 17.0% unscreened
| Holding | Status | Weight | Every methodology, and the debt ratio behind it |
|---|---|---|---|
| WELL Welltower Inc. | COMPLIANT | 7.35% | AAOIFI10.6% Usmani26.7% Dow Jones Islamic15.6% S&P Shariah19.1% MSCI Islamic26.7% MSCI Islamic M-Series19.1% FTSE Shariah26.7% |
| PLD Prologis, Inc. | COMPLIANT | 5.88% | AAOIFI25.8% Usmani35.3% Dow Jones Islamic31.2% S&P Shariah32.1% MSCI Islamic35.3% MSCI Islamic M-Series32.1% FTSE Shariah35.3% |
| EQIX Equinix, Inc. | COMPLIANT | 4.68% | AAOIFI20.7% Usmani57.3% Dow Jones Islamic24.8% S&P Shariah26.3% MSCI Islamic51.7% MSCI Islamic M-Series26.3% FTSE Shariah48.4% |
| DLR Digital Realty Trust, Inc. | COMPLIANT | 4.53% | AAOIFI0.0% Usmani0.0% Dow Jones Islamic0.0% S&P Shariah0.0% MSCI Islamic0.0% MSCI Islamic M-Series0.0% FTSE Shariah0.0% |
| SPG Simon Property Group, Inc. | NON_COMPLIANT | 3.57% | AAOIFI42.4% Usmani72.3% Dow Jones Islamic57.5% S&P Shariah63.8% MSCI Islamic72.3% MSCI Islamic M-Series63.8% FTSE Shariah72.3% |
| Invesco Treasury Portfolio | UNSCREENED | 3.29% | no in-house ratios for this holding |
| GMG.AX Goodman Group | NON_COMPLIANT | 2.96% | AAOIFI10.2% Usmani18.4% Dow Jones Islamicfail S&P Shariahfail MSCI Islamic18.2% MSCI Islamic M-Seriesfail FTSE Shariah18.2% |
| WPC W.P. Carey Inc. | NON_COMPLIANT | 2.84% | AAOIFI52.5% Usmani47.5% Dow Jones Islamic64.6% S&P Shariah69.0% MSCI Islamic47.5% MSCI Islamic M-Series69.0% FTSE Shariah47.5% |
| EXR Extra Space Storage Inc. | NON_COMPLIANT | 2.83% | AAOIFI0.0% Usmani0.0% Dow Jones Islamic0.0% S&P Shariah0.0% MSCI Islamic0.0% MSCI Islamic M-Series0.0% FTSE Shariah0.0% |
| UDR UDR, Inc. | NON_COMPLIANT | 2.56% | AAOIFI41.8% Usmani54.8% Dow Jones Islamic45.2% S&P Shariah46.9% MSCI Islamic54.8% MSCI Islamic M-Series46.9% FTSE Shariah54.8% |
| OHI Omega Healthcare Investors, Inc. | NON_COMPLIANT | 2.52% | AAOIFI30.5% Usmani42.9% Dow Jones Islamic37.6% S&P Shariah43.5% MSCI Islamic42.9% MSCI Islamic M-Series43.5% FTSE Shariah42.9% |
| First Industrial Realty Trust, Inc. | UNSCREENED | 2.16% | no in-house ratios for this holding |
| IRM Iron Mountain Inc. | NON_COMPLIANT | 2.11% | AAOIFI57.3% Usmani93.4% Dow Jones Islamic66.1% S&P Shariah73.7% MSCI Islamic90.9% MSCI Islamic M-Series73.7% FTSE Shariah79.0% |
| Brixmor Property Group Inc. | UNSCREENED | 2.07% | no in-house ratios for this holding |
| PSA Public Storage | NON_COMPLIANT | 2.06% | AAOIFI18.1% Usmani50.6% Dow Jones Islamic19.9% S&P Shariah20.7% MSCI Islamic50.6% MSCI Islamic M-Series20.7% FTSE Shariah50.6% |
| CPT Camden Property Trust | NON_COMPLIANT | 1.95% | AAOIFI— Usmani— Dow Jones Islamic— S&P Shariah— MSCI Islamic— MSCI Islamic M-Series— FTSE Shariah— |
| EGP Eastgroup Properties, Inc. | COMPLIANT | 1.83% | AAOIFI15.0% Usmani29.2% Dow Jones Islamic17.6% S&P Shariah18.6% MSCI Islamic29.2% MSCI Islamic M-Series18.6% FTSE Shariah29.2% |
| Invesco Government & Agency Portfolio | UNSCREENED | 1.77% | no in-house ratios for this holding |
| 8801.T Mitsui Fudosan Co., Ltd. | NON_COMPLIANT | 1.71% | AAOIFIfail Usmanifail Dow Jones Islamicfail S&P Shariahfail MSCI Islamicfail MSCI Islamic M-Seriesfail FTSE Shariahfail |
| 0016.HK Sun Hung Kai Properties Ltd. | NON_COMPLIANT | 1.69% | AAOIFI30.3% Usmani13.0% Dow Jones Islamic— S&P Shariah— MSCI Islamic12.9% MSCI Islamic M-Series— FTSE Shariah12.9% |
| AHR American Healthcare REIT, Inc. | COMPLIANT | 1.53% | AAOIFI14.3% Usmani33.6% Dow Jones Islamic22.1% S&P Shariah25.8% MSCI Islamic31.1% MSCI Islamic M-Series25.8% FTSE Shariah31.1% |
| URW.PA Unibail-Rodamco-Westfield | NON_COMPLIANT | 1.51% | AAOIFIfail Usmanifail Dow Jones Islamicfail S&P Shariahfail MSCI Islamicfail MSCI Islamic M-Seriesfail FTSE Shariahfail |
| Broadstone Net Lease, Inc. | UNSCREENED | 1.50% | no in-house ratios for this holding |
| 8830.T Sumitomo Realty & Development Co., Ltd. | NON_COMPLIANT | 1.42% | AAOIFIfail Usmanifail Dow Jones Islamicfail S&P Shariahfail MSCI Islamicfail MSCI Islamic M-Seriesfail FTSE Shariahfail |
| ELS Equity LifeStyle Properties, Inc. | COMPLIANT | 1.39% | AAOIFI27.9% Usmani58.2% Dow Jones Islamic27.8% S&P Shariah28.2% MSCI Islamic58.2% MSCI Islamic M-Series28.2% FTSE Shariah58.2% |
| Ryman Hospitality Properties, Inc. | UNSCREENED | 1.29% | no in-house ratios for this holding |
| CTRE CareTrust REIT, Inc. | NON_COMPLIANT | 1.22% | AAOIFI14.0% Usmani20.3% Dow Jones Islamic17.7% S&P Shariah21.9% MSCI Islamic20.3% MSCI Islamic M-Series21.9% FTSE Shariah20.3% |
| A17U.SI CapitaLand Ascendas REIT | NON_COMPLIANT | 1.09% | AAOIFI65.4% Usmani43.1% Dow Jones Islamicfail S&P Shariahfail MSCI Islamic40.0% MSCI Islamic M-Seriesfail FTSE Shariah40.0% |
| 3281.T Glp J-Reit | NON_COMPLIANT | 0.97% | AAOIFIfail Usmanifail Dow Jones Islamicfail S&P Shariahfail MSCI Islamicfail MSCI Islamic M-Seriesfail FTSE Shariahfail |
| CUZ Cousins Properties Inc. | NON_COMPLIANT | 0.96% | AAOIFI77.9% Usmani41.3% Dow Jones Islamic85.2% S&P Shariah94.4% MSCI Islamic41.3% MSCI Islamic M-Series94.4% FTSE Shariah41.3% |
| Vicinity Ltd. | UNSCREENED | 0.96% | no in-house ratios for this holding |
| EPRT Essential Properties Realty Trust, Inc. | NON_COMPLIANT | 0.96% | AAOIFI45.0% Usmani39.1% Dow Jones Islamic49.1% S&P Shariah55.6% MSCI Islamic39.1% MSCI Islamic M-Series55.6% FTSE Shariah39.1% |
| SKT Tanger Inc. | NON_COMPLIANT | 0.92% | AAOIFI43.4% Usmani65.1% Dow Jones Islamic49.7% S&P Shariah55.2% MSCI Islamic65.1% MSCI Islamic M-Series55.2% FTSE Shariah65.1% |
| 8953.T Japan Metropolitan Fund Investment Corp. | NON_COMPLIANT | 0.90% | AAOIFIfail Usmanifail Dow Jones Islamicfail S&P Shariahfail MSCI Islamicfail MSCI Islamic M-Seriesfail FTSE Shariahfail |
| SGRO.L Segro PLC | NON_COMPLIANT | 0.89% | AAOIFI43.5% Usmani31.3% Dow Jones Islamicfail S&P Shariahfail MSCI Islamic30.8% MSCI Islamic M-Seriesfail FTSE Shariah30.8% |
| LI.PA Klepierre | NON_COMPLIANT | 0.85% | AAOIFIfail Usmanifail Dow Jones Islamicfail S&P Shariahfail MSCI Islamicfail MSCI Islamic M-Seriesfail FTSE Shariahfail |
| MRL.MC Merlin Properties SOCIMI S.A. | NON_COMPLIANT | 0.84% | AAOIFIfail Usmanifail Dow Jones Islamicfail S&P Shariahfail MSCI Islamicfail MSCI Islamic M-Seriesfail FTSE Shariahfail |
| BXP BXP, Inc. | NON_COMPLIANT | 0.83% | AAOIFI8.5% Usmani3.9% Dow Jones Islamic9.4% S&P Shariah9.9% MSCI Islamic3.9% MSCI Islamic M-Series9.9% FTSE Shariah3.9% |
| AMH American Homes 4 Rent | NON_COMPLIANT | 0.83% | AAOIFI43.9% Usmani39.1% Dow Jones Islamic43.1% S&P Shariah43.1% MSCI Islamic39.1% MSCI Islamic M-Series43.1% FTSE Shariah39.1% |
| SGP.AX Stockland | NON_COMPLIANT | 0.81% | AAOIFIfail Usmanipass Dow Jones Islamicfail S&P Shariahfail MSCI Islamicpass MSCI Islamic M-Seriesfail FTSE Shariahpass |
| PSPN.SW PSP Swiss Property AG | NON_COMPLIANT | 0.77% | AAOIFI51.4% Usmani33.2% Dow Jones Islamicfail S&P Shariahfail MSCI Islamic33.1% MSCI Islamic M-Seriesfail FTSE Shariah33.1% |
| Mirvac Ltd. | UNSCREENED | 0.77% | no in-house ratios for this holding |
| NXT.AX NEXTDC Ltd. | NON_COMPLIANT | 0.72% | AAOIFIfail Usmanifail Dow Jones Islamicfail S&P Shariahfail MSCI Islamicfail MSCI Islamic M-Seriesfail FTSE Shariahfail |
| H78.SI Hongkong Land Holdings Ltd. | NON_COMPLIANT | 0.71% | AAOIFI33.7% Usmani15.3% Dow Jones Islamicfail S&P Shariahfail MSCI Islamic15.3% MSCI Islamic M-Seriesfail FTSE Shariah15.3% |
| 8802.T Mitsubishi Estate Co., Ltd. | NON_COMPLIANT | 0.71% | AAOIFIfail Usmanifail Dow Jones Islamicfail S&P Shariahfail MSCI Islamicfail MSCI Islamic M-Seriesfail FTSE Shariahfail |
| 8951.T Nippon Building Fund Inc. | NON_COMPLIANT | 0.67% | AAOIFIfail Usmanifail Dow Jones Islamicfail S&P Shariahfail MSCI Islamicfail MSCI Islamic M-Seriesfail FTSE Shariahfail |
| VNA.DE Vonovia SE | NON_COMPLIANT | 0.66% | AAOIFIfail Usmanifail Dow Jones Islamicfail S&P Shariahfail MSCI Islamicfail MSCI Islamic M-Seriesfail FTSE Shariahfail |
| TEG.DE TAG Immobilien AG | NON_COMPLIANT | 0.64% | AAOIFIfail Usmanifail Dow Jones Islamicfail S&P Shariahfail MSCI Islamicfail MSCI Islamic M-Seriesfail FTSE Shariahfail |
| VNO Vornado Realty Trust | NON_COMPLIANT | 0.63% | AAOIFI35.1% Usmani16.7% Dow Jones Islamic37.5% S&P Shariah41.9% MSCI Islamic16.7% MSCI Islamic M-Series41.9% FTSE Shariah16.7% |
| 8984.T Daiwa House REIT Investment Corp. | NON_COMPLIANT | 0.63% | AAOIFIfail Usmanifail Dow Jones Islamicfail S&P Shariahfail MSCI Islamicfail MSCI Islamic M-Seriesfail FTSE Shariahfail |
| Warehouses De Pauw NV/SA | UNSCREENED | 0.62% | no in-house ratios for this holding |
| CSH-UN.TO Chartwell Retirement Residences | NON_COMPLIANT | 0.60% | AAOIFI43.9% Usmani59.4% Dow Jones Islamicfail S&P Shariahfail MSCI Islamic59.2% MSCI Islamic M-Seriesfail FTSE Shariah59.2% |
| LMP.L LondonMetric Property PLC | NON_COMPLIANT | 0.60% | AAOIFIfail Usmanifail Dow Jones Islamicfail S&P Shariahfail MSCI Islamicfail MSCI Islamic M-Seriesfail FTSE Shariahfail |
| SRE.L Sirius Real Estate Ltd. | NON_COMPLIANT | 0.59% | AAOIFIfail Usmanifail Dow Jones Islamicfail S&P Shariahfail MSCI Islamicfail MSCI Islamic M-Seriesfail FTSE Shariahfail |
| HST Host Hotels & Resorts, Inc. | NON_COMPLIANT | 0.58% | AAOIFI8.4% Usmani9.6% Dow Jones Islamic10.8% S&P Shariah11.0% MSCI Islamic9.6% MSCI Islamic M-Series11.0% FTSE Shariah9.6% |
| Aedifica S.A. | UNSCREENED | 0.56% | no in-house ratios for this holding |
| BALD-B.ST Fastighets AB Balder | NON_COMPLIANT | 0.53% | AAOIFIfail Usmanifail Dow Jones Islamicfail S&P Shariahfail MSCI Islamicfail MSCI Islamic M-Seriesfail FTSE Shariahfail |
| BLND.L British Land Co. PLC (The) | NON_COMPLIANT | 0.52% | AAOIFIfail Usmanifail Dow Jones Islamicfail S&P Shariahfail MSCI Islamicpass MSCI Islamic M-Seriesfail FTSE Shariahpass |
| Lamar Advertising Co. | UNSCREENED | 0.51% | no in-house ratios for this holding |
| 1972.HK Swire Properties Ltd. | NON_COMPLIANT | 0.49% | AAOIFIfail Usmanipass Dow Jones Islamicfail S&P Shariahfail MSCI Islamicpass MSCI Islamic M-Seriesfail FTSE Shariahpass |
| 0823.HK Link REIT | NON_COMPLIANT | 0.47% | AAOIFIfail Usmanipass Dow Jones Islamicfail S&P Shariahfail MSCI Islamicpass MSCI Islamic M-Seriesfail FTSE Shariahpass |
| RioCan REIT | UNSCREENED | 0.46% | no in-house ratios for this holding |
| SPSN.SW Swiss Prime Site AG | NON_COMPLIANT | 0.42% | AAOIFIfail Usmanifail Dow Jones Islamicfail S&P Shariahfail MSCI Islamicfail MSCI Islamic M-Seriesfail FTSE Shariahfail |
| Mitsui Fudosan Accommodations Fund Inc. | UNSCREENED | 0.40% | no in-house ratios for this holding |
| JAN Janus Living, Inc. | COMPLIANT | 0.39% | AAOIFI0.0% Usmani0.0% Dow Jones Islamicpass S&P Shariahpass MSCI Islamic0.0% MSCI Islamic M-Seriespass FTSE Shariah0.0% |
| CATE.ST Catena AB | NON_COMPLIANT | 0.36% | AAOIFIfail Usmanifail Dow Jones Islamicfail S&P Shariahfail MSCI Islamicfail MSCI Islamic M-Seriesfail FTSE Shariahfail |
| Centurion Accommodation Reit | UNSCREENED | 0.34% | no in-house ratios for this holding |
| 9CI.SI CapitaLand Investment Ltd. | NON_COMPLIANT | 0.34% | AAOIFI63.7% Usmani37.1% Dow Jones Islamicfail S&P Shariahfail MSCI Islamic35.0% MSCI Islamic M-Seriesfail FTSE Shariah35.0% |
| CTP N.V. | UNSCREENED | 0.33% | no in-house ratios for this holding |
| CAR-UN.TO Canadian Apartment Properties REIT | NON_COMPLIANT | 0.31% | AAOIFI119.5% Usmani39.8% Dow Jones Islamicfail S&P Shariahfail MSCI Islamic39.6% MSCI Islamic M-Seriesfail FTSE Shariah39.6% |
| C38U.SI CapitaLand Integrated Commercial Trust | NON_COMPLIANT | 0.31% | AAOIFI53.3% Usmani36.6% Dow Jones Islamicfail S&P Shariahfail MSCI Islamic36.5% MSCI Islamic M-Seriesfail FTSE Shariah36.5% |
| U14.SI UOL Group Ltd. | NON_COMPLIANT | 0.30% | AAOIFI61.3% Usmani20.7% Dow Jones Islamicfail S&P Shariahfail MSCI Islamic20.7% MSCI Islamic M-Seriesfail FTSE Shariah20.7% |
| LEG.DE LEG Immobilien SE | NON_COMPLIANT | 0.26% | AAOIFIfail Usmanifail Dow Jones Islamicfail S&P Shariahfail MSCI Islamicfail MSCI Islamic M-Seriesfail FTSE Shariahfail |
| SAFE.L Safestore Holdings PLC | NON_COMPLIANT | 0.26% | AAOIFI84.2% Usmani32.9% Dow Jones Islamicfail S&P Shariahfail MSCI Islamic29.8% MSCI Islamic M-Seriesfail FTSE Shariah29.8% |
| BYG.L Big Yellow Group PLC | NON_COMPLIANT | 0.25% | AAOIFI30.3% Usmani16.5% Dow Jones Islamicpass S&P Shariahpass MSCI Islamic15.9% MSCI Islamic M-Seriespass FTSE Shariah15.9% |
| KMP-UN.TO Killam Apartment REIT | NON_COMPLIANT | 0.21% | AAOIFI108.0% Usmani42.4% Dow Jones Islamicfail S&P Shariahfail MSCI Islamic42.1% MSCI Islamic M-Seriesfail FTSE Shariah42.1% |
The published standards disagree about this fund by 21 points of portfolio weight — 25.6% of it passes Dow Jones Islamic, 4.2% passes Usmani. Which number is yours depends on which standard you follow.
These bars are the financial-ratio result under each standard — debt, receivables and interest income. They do not screen what the business does, so a holding can pass every ratio here and still be questionable or non-compliant on activity. The blended verdict above accounts for both.
ratios pass on 25.4% ratios fail on 45.9% 28.7% not rated under AAOIFI
ratios pass on 4.2% ratios fail on 55.3% 40.5% not rated under Usmani
ratios pass on 25.6% ratios fail on 43.9% 30.4% not rated under Dow Jones Islamic
ratios pass on 25.6% ratios fail on 43.9% 30.4% not rated under S&P Shariah
ratios pass on 16.4% ratios fail on 52.5% 31.0% not rated under MSCI Islamic
ratios pass on 25.6% ratios fail on 43.9% 30.4% not rated under MSCI Islamic M-Series
ratios pass on 16.4% ratios fail on 52.5% 31.0% not rated under FTSE Shariah
61 of 76 listed holdings carry our own per-methodology verdicts (83% of weight). The rest hold a provider verdict with no methodology breakdown, and are counted as rated by none. Of those, 37 (64% of weight) also carry the underlying debt ratio; the rest show a verdict without the figure behind it.
| Non-compliant holding | Weight |
|---|---|
| SPG Simon Property Group, Inc. | 3.57% |
| GMG.AX Goodman Group | 2.96% |
| WPC W.P. Carey Inc. | 2.84% |
| EXR Extra Space Storage Inc. | 2.83% |
| UDR UDR, Inc. | 2.56% |
| OHI Omega Healthcare Investors, Inc. | 2.52% |
| IRM Iron Mountain Inc. | 2.11% |
| PSA Public Storage | 2.06% |
| CPT Camden Property Trust | 1.95% |
| 8801.T Mitsui Fudosan Co., Ltd. | 1.71% |
Whether the technical picture shows an edge right now. Separate from the Sharia verdict, which this side never overrides.
Invesco Global Real Estate Fund (AGREX) is currently considered not halal (non-compliant), per our own look-through to its filed holdings. See its filed holdings and the weight breakdown below for the reasoning.
HTR reads the fund's filed holdings and screens each one, then reports the result by weight. A holding it cannot cover far enough is reported as unrated rather than counted as a pass.
| Holding | Weight | Verdict |
|---|---|---|
| WELLWelltower Inc. | 7.35% | Compliant |
| PLDPrologis, Inc. | 5.88% | Compliant |
| EQIXEquinix, Inc. | 4.68% | Compliant |
| DLRDigital Realty Trust, Inc. | 4.53% | Compliant |
| SPGSimon Property Group, Inc. | 3.57% | Non-compliant |
| Invesco Treasury Portfolionot matched to a ticker | 3.29% | Not screened |
| GMG.AXGoodman Group | 2.96% | Non-compliant |
| WPCW.P. Carey Inc. | 2.84% | Non-compliant |
| EXRExtra Space Storage Inc. | 2.83% | Non-compliant |
| UDRUDR, Inc. | 2.56% | Non-compliant |
Top 10 of 76 holdings, 40.5% of the fund by weight. Every holding is screened, not only these.
The positions keeping this fund short of 100% compliant by weight.
Verdict history for AGREX. A verdict that never moved is recorded too, so a quiet history reads as measured rather than missing.
ℹ️ no compliance scan has run for 2 days - this is not a reading of today
Market structure by timeframe, read from real bars. A bias per timeframe rather than a forecast — timeframes disagreeing is information, not noise.
The questions worth asking about any verdict on this page, answered plainly.
No. HTR reads the fund's filed holdings and screens each one, then reports the result by weight. A fund marketed as Islamic still gets the same look-through as any other.
It is the share of the fund whose holdings HTR cannot cover far enough to rate. It is reported as unrated rather than counted as compliant, because a holding nobody screened should not look like one that passed.
It matters, and it is noted, but it does not replace the look-through. The board's judgement and the holdings screen are shown separately so you can see when they agree and when they do not.
When the fund files new holdings, and on a rolling basis besides. The date on the verdict above is the last time this fund was actually recomputed.
Open research, not a fatwa. HTR applies published screening standards to filings and publishes what they say, including when they disagree. Nothing here is financial advice or a recommendation to buy or sell. Verdicts can change when new filings land.
Same screen, different answers. Comparison is where the standards disagreeing becomes useful rather than confusing.
Peer screening computing — it will appear here on its own.
Plain-language summary of the evidence already on this page — the Sharia screen, structure, momentum, and order flow above. It explains the read; it doesn't make the call. Generated on demand (a live AI call), never run automatically.