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 2025 vs. Q4 2024

How the institutions holding Invesco Mortgage Capital Inc. changed between Q4 2024 and Q1 2025.

All holders in Q1 2025 All holders in Q4 2024

13F holders of IVR: Q4 2024 compared with Q1 2025
Measure	Q4 2024	Of which not filed for Q1 2025	Q1 2025	Change
Holders	139	2	146	+9
Shares	25.6M	110.7K	30.0M	+4.59M (+18.0%)
Value	$206.1M	$891.2K	$236.9M	+$31.7M (+15.4%)

2 institutions that held it in Q4 2024 haven't filed for Q1 2025 yet. Not filing isn't selling, so the changes leave them out.

New holders (25)

Institutions that held Invesco Mortgage Capital Inc. at the end of Q1 2025 but not at the end of Q4 2024.

Institutions new to IVR in Q1 2025
Institution	Shares	Value	% of portfolio
Jupiter Asset Management Ltd	886,738	$7.00M	0.07%
Wolverine Asset Management LLC	411,163	$3.24M	0.06%
Nuveen, LLC	135,323	$1.07M	0.00%
Connor, Clark & Lunn Investment Management Ltd.	101,822	$803.4K	0.00%
Citadel Advisors LLC	36,503	$288.0K	0.00%
Dark Forest Capital Management LP	23,981	$189.2K	0.01%
New England Private Wealth Advisors LLC	17,000	$134.1K	0.02%
SEI Investments Co	14,900	$117.6K	0.00%
Vident Advisory, LLC	14,143	$111.6K	0.00%
CIBC World Markets Corp	13,575	$107.1K	0.00%
Entropy Technologies, LP	12,500	$98.6K	0.01%
Evergreen Capital Management LLC	10,837	$85.5K	0.00%
Bogart Wealth, LLC	2,311	$18.2K	0.00%
PEAK6 LLC	1,837	$14.5K	0.00%
Quest Partners LLC	1,145	$9.03K	0.00%
Coldstream Capital Management Inc	909	$7.17K	0.00%
Quarry LP	515	$4.06K	0.00%
Assetmark, Inc	500	$3.94K	0.00%
Versant Capital Management, Inc	463	$3.65K	0.00%
Geneos Wealth Management Inc.	219	$1.73K	0.00%
WealthCollab, LLC	164	$1.29K	0.00%
Stephens Consulting, LLC	45	$356	0.00%
True Wealth Design, LLC	7	$56	0.00%
Larson Financial Group LLC	7	$55	0.00%
Bessemer Group Inc	30	$0	0.00%

Sold out (16)

Institutions that held Invesco Mortgage Capital Inc. at the end of Q4 2024 and filed for Q1 2025 without it.

Institutions that sold out of IVR in Q1 2025
Institution	Shares, Q4 2024	Value, Q4 2024
CastleKnight Management LP	367,818	$2.96M
EMG Holdings, L.P.	150,817	$1.21M
Atria Wealth Solutions, Inc.	36,175	$291.2K
Virtu Financial LLC	33,906	$273.0K
SG Americas Securities, LLC	24,300	$196.0K
Mariner, LLC	19,764	$159.1K
Janney Montgomery Scott LLC	15,000	$121.0K
KPP Advisory Services LLC	13,213	$106.4K
Bridgefront Capital, LLC	12,783	$102.9K
XTX Topco Ltd	11,944	$96.1K
Ronald Blue Trust, Inc.	1,840	$14.8K
SRS Capital Advisors, Inc.	354	$2.85K
LGT Financial Advisors LLC	300	$2.42K
Curio Wealth, LLC	300	$2.42K
SOA Wealth Advisors, LLC.	100	$805
American National Bank	54	$435

Not filed for Q1 2025 yet (2)

Institutions that held Invesco Mortgage Capital Inc. at the end of Q4 2024 and haven't filed a 13F for Q1 2025. Not filing isn't selling, so they aren't counted as sold out.

Institutions holding IVR in Q4 2024 that haven't filed for Q1 2025
Institution	Shares, Q4 2024	Value, Q4 2024
Nuveen Asset Management, LLC	107,065	$861.9K
Global Retirement Partners, LLC	3,640	$29.3K