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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 2024 vs. Q4 2023

How the institutions holding Invesco Mortgage Capital Inc. changed between Q4 2023 and Q1 2024.

All holders in Q1 2024All holders in Q4 2023

13F holders of IVR: Q4 2023 compared with Q1 2024
MeasureQ4 2023Q1 2024Change
Holders157140−17
Shares19.6M19.2M−383.9K (−2.0%)
Value$174.4M$185.9M+$11.5M (+6.6%)

New holders (22)

Institutions that held Invesco Mortgage Capital Inc. at the end of Q1 2024 but not at the end of Q4 2023.

Institutions new to IVR in Q1 2024
InstitutionSharesValue% of portfolio
Alpine Woods Capital Investors, LLC95,500$816.5K0.16%
Catalyst Funds Management Pty Ltd44,100$426.9K0.12%
PFG Investments, LLC30,298$293.3K0.02%
Point72 Asia (Singapore) Pte. Ltd.28,116$272.2K0.07%
D. E. Shaw & Co., Inc.21,237$205.6K0.00%
Fox Run Management, L.L.C.18,891$182.9K0.04%
Range Financial Group LLC18,563$179.7K0.09%
Nebula Research & Development LLC17,739$171.7K0.04%
Janney Montgomery Scott LLC17,000$165.0K0.00%
KPP Advisory Services LLC15,413$149.2K0.04%
NewEdge Wealth, LLC16,540$149.2K0.00%
AQR Capital Management LLC11,266$109.1K0.00%
Bridgefront Capital, LLC10,650$103.1K0.08%
CoreCap Advisors, LLC2,500$24.2K0.00%
Continuum Advisory, LLC2,138$19.8K0.00%
Point72 (DIFC) Ltd873$8.45K0.00%
Old Point Trust & Financial Services N A274$2.65K0.00%
Huntington National Bank112$1.08K0.00%
Barrow Hanley Mewhinney & Strauss LLC69$6680.00%
Farther Finance Advisors, LLC51$4910.00%
Register Financial Advisors LLC27$2580.00%
Quest Partners LLC2$190.00%

Sold out (39)

Institutions that held Invesco Mortgage Capital Inc. at the end of Q4 2023 and filed for Q1 2024 without it.

Institutions that sold out of IVR in Q1 2024
InstitutionShares, Q4 2023Value, Q4 2023
ExodusPoint Capital Management, LP193,878$1.72M
Susquehanna International Group, LLP139,510$1.24M
Schonfeld Strategic Advisors LLC118,300$1.05M
Norges Bank114,100$1.01M
Lido Advisors, LLC25,058$551.4K
Cetera Advisors LLC55,760$494.0K
Landscape Capital Management, L.L.C.52,441$464.6K
Jump Financial, LLC50,200$444.8K
Truist Financial Corp39,763$352.3K
Y-Intercept (Hong Kong) Ltd35,160$311.5K
Quantbot Technologies LP31,796$281.7K
XTX Topco Ltd25,506$226.0K
Mirabella Financial Services LLP24,340$215.7K
Virtus Investment Advisers, Inc.24,085$213.4K
Alpine Global Management, LLC21,314$188.8K
LPL Financial LLC15,849$140.4K
Laurion Capital Management LP14,000$124.0K
State of Tennessee, Treasury Department12,013$106.4K
Brevan Howard Capital Management LP11,746$104.1K
Wealth Enhancement Advisory Services, LLC10,224$90.6K
EntryPoint Capital, LLC4,835$42.8K
Clear Street Markets LLC3,801$34.0K
Qube Research & Technologies Ltd3,241$28.7K
Federated Hermes, Inc.2,761$24.5K
Quarry LP2,448$21.7K
ZRC Wealth Management, LLC1,244$12.5K
Teachers Retirement System of the State of Kentucky1,175$10.0K
Advisory Services Network, LLC590$5.23K
EverSource Wealth Advisors, LLC306$2.71K
AlphaMark Advisors, LLC260$2.00K
Bessemer Group Inc66$1.00K
Evolution Advisers, Inc.109$1.00K
Truvestments Capital LLC109$966
Northwestern Mutual Wealth Management Co39$346
Game Plan Financial Advisors, LLC25$222
GWM Advisors LLC11$97
Pineridge Advisors LLC7$62
Oliver Lagore Vanvalin Investment Group0$2
Cutler Group LP48$0