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

Q4 2021 vs. Q3 2021

How the institutions holding Invesco Mortgage Capital Inc. changed between Q3 2021 and Q4 2021.

All holders in Q4 2021 All holders in Q3 2021

13F holders of IVR: Q3 2021 compared with Q4 2021
Measure	Q3 2021	Of which not filed for Q4 2021	Q4 2021	Change
Holders	211	2	218	+9
Shares	167.1M	26.5K	175.3M	+8.18M (+4.9%)
Value	$526.3M	$83.0K	$487.3M	−$38.9M (−7.4%)

2 institutions that held it in Q3 2021 haven't filed for Q4 2021 yet. Not filing isn't selling, so the changes leave them out.

New holders (35)

Institutions that held Invesco Mortgage Capital Inc. at the end of Q4 2021 but not at the end of Q3 2021.

Institutions new to IVR in Q4 2021
Institution	Shares	Value	% of portfolio
Balyasny Asset Management LLC	567,251	$1.58M	0.01%
Allspring Global Investments Holdings, LLC	549,665	$1.53M	0.00%
Winton Group Ltd	359,403	$999.0K	0.06%
Canada Pension Plan Investment Board	288,000	$801.0K	0.00%
Yousif Capital Management, LLC	282,080	$784.0K	0.01%
Renaissance Technologies LLC	138,700	$386.0K	0.00%
Greenwich Investment Management, Inc.	86,890	$242.0K	0.16%
Virginia Retirement Systems Et Al	76,700	$213.0K	0.00%
Jump Financial, LLC	29,967	$83.0K	0.01%
Straight Path Wealth Management	30,000	$83.0K	0.07%
Guggenheim Capital LLC	28,751	$80.0K	0.00%
Sonora Investment Management Group, LLC	25,374	$71.0K	0.01%
Firethorn Wealth Partners, LLC	24,797	$69.0K	0.05%
ML & R Wealth Management LLC	20,000	$56.0K	0.02%
Advisors Asset Management, Inc.	18,488	$51.4K	0.00%
Veriti Management LLC	18,449	$51.0K	0.01%
Aigen Investment Management, LP	12,977	$40.0K	0.00%
Apollon Wealth Management, LLC	14,213	$40.0K	0.00%
Equitable Holdings, Inc.	11,314	$31.0K	0.00%
GHP Investment Advisors, Inc.	10,977	$31.0K	0.00%
Sage Rhino Capital LLC	11,107	$31.0K	0.01%
State of Wyoming	10,745	$30.0K	0.01%
TD Waterhouse Canada Inc.	10,000	$29.7K	0.00%
180 Wealth Advisors, LLC	10,435	$26.0K	0.01%
EverSource Wealth Advisors, LLC	6,779	$19.0K	0.01%
Dark Forest Capital Management LP	4,455	$12.0K	0.00%
Sutton Wealth Advisors Inc.	4,259	$11.8K	0.00%
Covestor Ltd	3,242	$9.00K	0.01%
High Net Worth Advisory Group LLC	2,197	$6.00K	0.00%
CWM, LLC	1,843	$5.00K	0.00%
City State Bank	1,300	$4.00K	0.00%
Investmark Advisory Group LLC	1,500	$4.00K	0.00%
Bessemer Group Inc	665	$2.00K	0.00%
Sageworth Trust Co of South Dakota	580	$2.00K	0.00%
Reilly Financial Advisors, LLC	27	$0	0.00%

Sold out (26)

Institutions that held Invesco Mortgage Capital Inc. at the end of Q3 2021 and filed for Q4 2021 without it.

Institutions that sold out of IVR in Q4 2021
Institution	Shares, Q3 2021	Value, Q3 2021
Beach Point Capital Management LP	3,148,828	$9.92M
Hancock Whitney Corp	76,843	$242.0K
Range Financial Group LLC	56,554	$178.0K
Virtu Financial LLC	50,183	$158.0K
HRT Financial LP	37,632	$118.0K
Algert Global LLC	28,863	$91.0K
Wedbush Securities Inc	26,426	$83.0K
Stifel Financial Corp	24,107	$76.0K
Ghisallo Capital Management LLC	20,000	$63.0K
PEAK6 Investments LLC	19,295	$61.0K
Great Lakes Advisors, LLC	14,806	$47.0K
Capital Square, LLC	14,250	$46.0K
Rice Partnership, LLC	13,000	$41.0K
Laidlaw Wealth Management LLC	12,245	$39.0K
Atom Investors LP	11,934	$38.0K
Meeder Asset Management Inc	7,551	$24.0K
IFP Advisors, Inc	7,000	$22.0K
Montag A & Associates Inc	5,488	$17.0K
Northwestern Mutual Wealth Management Co	2,523	$8.00K
Massmutual Trust Co FSB	334	$1.00K
Signaturefd, LLC	199	$1.00K
Arkadios Wealth Advisors	549	$1.00K
Red Tortoise LLC	117	$1.00K
Archer Investment Corp	100	$315
GPS Wealth Strategies Group, LLC	55	$0
Liberty Wealth Management LLC	1	$0

Not filed for Q4 2021 yet (2)

Institutions that held Invesco Mortgage Capital Inc. at the end of Q3 2021 and haven't filed a 13F for Q4 2021. Not filing isn't selling, so they aren't counted as sold out.

Institutions holding IVR in Q3 2021 that haven't filed for Q4 2021
Institution	Shares, Q3 2021	Value, Q3 2021
Sonora Investment Management, LLC	25,374	$80.0K
Berman Capital Advisors, LLC	1,115	$3.00K