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

Q1 2023 vs. Q4 2022

How the institutions holding Invesco Mortgage Capital Inc. changed between Q4 2022 and Q1 2023.

All holders in Q1 2023 All holders in Q4 2022

13F holders of IVR: Q4 2022 compared with Q1 2023
Measure	Q4 2022	Of which not filed for Q1 2023	Q1 2023	Change
Holders	125	2	143	+20
Shares	19.3M	20.9K	20.4M	+1.07M (+5.5%)
Value	$245.7M	$288.9K	$225.8M	−$19.6M (−8.0%)

2 institutions that held it in Q4 2022 haven't filed for Q1 2023 yet. Not filing isn't selling, so the changes leave them out.

New holders (36)

Institutions that held Invesco Mortgage Capital Inc. at the end of Q1 2023 but not at the end of Q4 2022.

Institutions new to IVR in Q1 2023
Institution	Shares	Value	% of portfolio
Marshall Wace, LLP	656,766	$7.28M	0.02%
Wolverine Asset Management LLC	147,243	$1.63M	0.03%
Golden Green, Inc.	74,938	$831.1K	0.97%
Truist Financial Corp	44,930	$498.3K	0.00%
Millennium Management LLC	43,400	$481.0K	0.00%
Engineers Gate Manager LP	40,276	$446.7K	0.02%
Caxton Associates LP	32,466	$360.0K	0.06%
Boothbay Fund Management, LLC	25,722	$285.3K	0.01%
ExodusPoint Capital Management, LP	24,271	$269.0K	0.00%
Virtus Investment Advisers, Inc.	24,085	$267.1K	0.19%
Jump Financial, LLC	23,058	$255.7K	0.01%
Schonfeld Strategic Advisors LLC	22,994	$255.0K	0.00%
Quantbot Technologies LP	21,107	$234.1K	0.02%
Bank of Montreal	17,764	$197.0K	0.00%
Cetera Advisors LLC	15,941	$176.8K	0.00%
Group One Trading, L.P.	14,639	$162.3K	0.01%
Cetera Investment Advisers	13,957	$154.8K	0.00%
Janus Henderson Group PLC	13,644	$151.2K	0.00%
Gsa Capital Partners LLP	12,947	$144.0K	0.01%
Dynamic Technology Lab Private Ltd	12,583	$140.0K	0.01%
Range Financial Group LLC	12,491	$138.5K	0.09%
IHT Wealth Management, LLC	12,000	$133.1K	0.01%
UBS Asset Management Americas Inc	11,029	$122.3K	0.00%
Arizona State Retirement System	10,243	$113.6K	0.00%
Amundi	4,811	$53.6K	0.00%
Dark Forest Capital Management LP	3,565	$39.5K	0.01%
State of Wyoming	2,441	$27.1K	0.01%
ZRC Wealth Management, LLC	1,160	$12.9K	0.01%
AlphaMark Advisors, LLC	243	$3.00K	0.00%
TCI Wealth Advisors, Inc.	240	$2.66K	0.00%
Steward Partners Investment Advisory, LLC	109	$1.21K	0.00%
Ameritas Advisory Services, LLC	114	$1.20K	0.00%
City State Bank	100	$1.00K	0.00%
Massmutual Trust Co FSB	76	$843	0.00%
Resources Management Corp	300	–	–
Cerity Partners LLC	399	–	–

Sold out (16)

Institutions that held Invesco Mortgage Capital Inc. at the end of Q4 2022 and filed for Q1 2023 without it.

Institutions that sold out of IVR in Q1 2023
Institution	Shares, Q4 2022	Value, Q4 2022
Arrowstreet Capital, Limited Partnership	81,265	$1.03M
Voloridge Investment Management, LLC	66,346	$844.6K
Qube Research & Technologies Ltd	60,965	$776.1K
Squarepoint Ops LLC	11,995	$152.7K
Cubist Systematic Strategies, LLC	8,468	$107.8K
Point72 Middle East FZE	4,316	$54.9K
Advisors Asset Management, Inc.	2,222	$28.3K
Sutton Wealth Advisors Inc.	934	$11.9K
IFP Advisors, Inc	237	$8.00K
EverSource Wealth Advisors, LLC	489	$6.22K
EWG Elevate Inc.	388	$4.95K
Money Concepts Capital Corp	199	$2.53K
High Net Worth Advisory Group LLC	168	$2.14K
Ellevest, Inc.	95	$1.21K
Capital Advisors, Ltd. LLC	13	$0
Rockefeller Capital Management L.P.	23	$0

Not filed for Q1 2023 yet (2)

Institutions that held Invesco Mortgage Capital Inc. at the end of Q4 2022 and haven't filed a 13F for Q1 2023. Not filing isn't selling, so they aren't counted as sold out.

Institutions holding IVR in Q4 2022 that haven't filed for Q1 2023
Institution	Shares, Q4 2022	Value, Q4 2022
Comerica Bank	20,789	$288.0K
Cornerstone Planning Group LLC	63	$888