Invesco Mortgage Capital Inc.

IVR

Exchange: NYSE
Industry: Real Estate Investment Trusts
SEC CIK: 0001437071

SEC filings (opens in a new tab)

No open-market purchases or sales by Invesco Mortgage Capital Inc. insiders were filed in the last 90 days; 182 institutions reported holding it in 13F filings for Q2 2026, worth $337.4M in total; no superinvestor holds it.

Other share classesIVR.PC

Q3 2021 vs. Q2 2021

How the institutions holding Invesco Mortgage Capital Inc. changed between Q2 2021 and Q3 2021.

All holders in Q3 2021 All holders in Q2 2021

13F holders of IVR: Q2 2021 compared with Q3 2021
Measure	Q2 2021	Of which not filed for Q3 2021	Q3 2021	Change
Holders	203	3	211	+11
Shares	160.0M	49.9K	167.1M	+7.17M (+4.5%)
Value	$622.9M	$194.0K	$526.3M	−$96.4M (−15.5%)

3 institutions that held it in Q2 2021 haven't filed for Q3 2021 yet. Not filing isn't selling, so the changes leave them out.

New holders (30)

Institutions that held Invesco Mortgage Capital Inc. at the end of Q3 2021 but not at the end of Q2 2021.

Institutions new to IVR in Q3 2021
Institution	Shares	Value	% of portfolio
Wolverine Asset Management LLC	390,471	$1.23M	0.01%
Parallax Volatility Advisers, L.P.	340,606	$1.07M	0.01%
Paloma Partners Management Co	126,925	$400.0K	0.02%
Maryland State Retirement & Pension System	112,672	$354.0K	0.01%
Dynamic Technology Lab Private Ltd	45,617	$144.0K	0.02%
HRT Financial LP	37,632	$118.0K	0.00%
Two Sigma Securities, LLC	33,872	$107.0K	0.02%
Rafferty Asset Management, LLC	32,718	$103.0K	0.00%
Algert Global LLC	28,863	$91.0K	0.01%
Janus Henderson Group PLC	28,684	$90.0K	0.00%
Penserra Capital Management LLC	27,824	$87.0K	0.00%
Corient Capital Partners, LLC	25,104	$79.0K	0.01%
Avidian Wealth Solutions, LLC	21,445	$68.0K	0.01%
CPWM, LLC	15,984	$50.0K	0.00%
Great Lakes Advisors, LLC	14,806	$47.0K	0.00%
Sicart Associates LLC	15,000	$47.0K	0.01%
Ethic Inc.	14,377	$45.0K	0.00%
Verdence Capital Advisors LLC	13,188	$42.0K	0.01%
Pictet Asset Management SA	13,035	$41.0K	0.00%
Rice Partnership, LLC	13,000	$41.0K	0.01%
AE Wealth Management LLC	12,471	$39.0K	0.00%
Ellevest, Inc.	10,706	$34.0K	0.00%
Gotham Asset Management, LLC	10,491	$33.0K	0.00%
Bell Investment Advisors, Inc	2,096	$7.00K	0.00%
Koshinski Asset Management, Inc.	1,164	$3.67K	0.00%
AlphaMark Advisors, LLC	857	$3.00K	0.00%
Heritage Wealth Advisors	900	$2.83K	0.00%
Red Tortoise LLC	117	$1.00K	0.00%
Archer Investment Corp	100	$315	0.00%
Allworth Financial LP	47	$0	0.00%

Sold out (19)

Institutions that held Invesco Mortgage Capital Inc. at the end of Q2 2021 and filed for Q3 2021 without it.

Institutions that sold out of IVR in Q3 2021
Institution	Shares, Q2 2021	Value, Q2 2021
Pinz Capital Management, LP	520,800	$2.03M
Renaissance Technologies LLC	264,789	$1.03M
Hennion & Walsh Asset Management, Inc.	63,986	$250.0K
QCM Cayman, Ltd.	46,733	$182.0K
Federated Hermes, Inc.	36,588	$143.0K
Gsa Capital Partners LLP	35,743	$139.0K
Quantbot Technologies LP	35,635	$138.0K
Russell Investments Group, Ltd.	33,053	$128.0K
JT Stratford LLC	16,333	$64.0K
Bayesian Capital Management, LP	15,700	$61.0K
Private Advisor Group, LLC	11,514	$45.0K
Winton Group Ltd	11,438	$45.0K
Advisory Services Network, LLC	10,832	$42.0K
Veriti Management LLC	10,860	$42.0K
Caption Management, LLC	3,200	$13.0K
Fieldpoint Private Securities, LLC	1,708	$5.00K
Prestige Wealth Management Group LLC	920	$4.00K
Dark Forest Capital Management LP	334	$1.00K
Cunning Capital Partners, LP	205,350	–

Not filed for Q3 2021 yet (3)

Institutions that held Invesco Mortgage Capital Inc. at the end of Q2 2021 and haven't filed a 13F for Q3 2021. Not filing isn't selling, so they aren't counted as sold out.

Institutions holding IVR in Q2 2021 that haven't filed for Q3 2021
Institution	Shares, Q2 2021	Value, Q2 2021
Firethorn Wealth Partners, LLC	36,005	$140.0K
Pictet Asset Management Ltd	13,035	$51.0K
CWM, LLC	897	$3.00K