Skip to main content

Invesco Mortgage Capital Inc.

IVR
Exchange
NYSE
Industry
Real Estate Investment Trusts
SEC CIK
0001437071

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

Q1 2022 vs. Q4 2021

How the institutions holding Invesco Mortgage Capital Inc. changed between Q4 2021 and Q1 2022.

All holders in Q1 2022All holders in Q4 2021

13F holders of IVR: Q4 2021 compared with Q1 2022
MeasureQ4 2021Of which not filed for Q1 2022Q1 2022Change
Holders2184204−10
Shares175.3M11.0K172.5M−2.71M (−1.5%)
Value$487.3M$30.0K$393.8M−$93.5M (−19.2%)

4 institutions that held it in Q4 2021 haven't filed for Q1 2022 yet. Not filing isn't selling, so the changes leave them out.

New holders (27)

Institutions that held Invesco Mortgage Capital Inc. at the end of Q1 2022 but not at the end of Q4 2021.

Institutions new to IVR in Q1 2022
InstitutionSharesValue% of portfolio
Wealthstar Advisors, LLC548,242$1.25M0.46%
Jupiter Asset Management Ltd341,731$776.0K0.01%
Amalgamated Financial Corp.139,076$317.0K0.00%
HRT Financial LP133,108$303.0K0.00%
Virtu Financial LLC121,715$278.0K0.02%
Millennium Management LLC120,675$275.0K0.00%
Cetera Investment Advisers105,775$241.0K0.00%
MML Investors Services, LLC30,254$69.0K0.00%
Legacy Financial Advisors, Inc.27,476$63.0K0.01%
Western Wealth Management, LLC25,456$58.0K0.00%
Sciencast Management LP19,445$42.0K0.01%
ARGI Investment Services, LLC17,038$39.0K0.00%
Cerity Partners LLC14,641$33.0K0.00%
Running Point Capital Advisors, LLC10,977$25.0K0.01%
Capital Square, LLC10,121$23.0K0.02%
CenterBook Partners LP10,114$23.0K0.01%
Meeder Asset Management Inc4,944$11.0K0.00%
IFP Advisors, Inc2,719$11.0K0.00%
Money Concepts Capital Corp3,860$9.00K0.00%
Howe & Rusling Inc3,000$7.00K0.00%
Signaturefd, LLC900$2.00K0.00%
Jones Financial Companies LLLP395$1.00K0.00%
Lindbrook Capital, LLC610$1.00K0.00%
Motco109$00.00%
Capital Advisors, Ltd. LLC186$00.00%
Investors Research Corp6$00.00%
Rockefeller Capital Management L.P.219$00.00%

Sold out (37)

Institutions that held Invesco Mortgage Capital Inc. at the end of Q4 2021 and filed for Q1 2022 without it.

Not filed for Q1 2022 yet (4)

Institutions that held Invesco Mortgage Capital Inc. at the end of Q4 2021 and haven't filed a 13F for Q1 2022. Not filing isn't selling, so they aren't counted as sold out.

Institutions holding IVR in Q4 2021 that haven't filed for Q1 2022
InstitutionShares, Q4 2021Value, Q4 2021
NEXT Financial Group, Inc6,808$19.0K
Harbour Investments, Inc.3,765$10.0K
Bell Investment Advisors, Inc435$1.00K
Reilly Financial Advisors, LLC27$0