Capstone Investment Advisors
IVR icon

Capstone Investment Advisors’s Invesco Mortgage Capital IVR Stock Holding History

Capstone Investment Advisors’s Portfolio IVR Stock Details IVR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2016
Q3 		– Sell
-6,170
Closed -$844K – 825
2016
Q2 		$844K Hold
6,170
– – 0.02% 386
2016
Q1 		$750K Buy
+6,170
New +$712K 0.02% 353
2015
Q2 		– Sell
-24,130
Closed -$3.75M – 309
2015
Q1 		$3.75M Hold
24,130
– – 0.06% 162
2014
Q4 		$3.73M Buy
+24,130
New +$3.89M 0.05% 186

Other funds holding IVR

BlackRock
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Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Mirae Asset Global ETFs Holdings
Mirae Asset Global ETFs Holdings Causeway Bay, Hong Kong $73.7B AUM 53.56% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Two Sigma Advisers
Two Sigma Advisers New York $51.4B AUM 31.07% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return

Capstone Investment Advisors's IVR Position: Q4 2025 in Review

Capstone Investment Advisors sold out of Invesco Mortgage Capital (IVR) in Q4 2025, closing a stake of 24,194 shares — an estimated $183K sold.

Capstone Investment Advisors first reported a position in IVR in Q3 2025 and held it in 1 quarter. The position peaked at $183K in Q3 2025. 171 funds tracked by Wall St. Rank hold IVR as of Q4 2025.

  • Capstone Investment Advisors reported no remaining Invesco Mortgage Capital position as of Q4 2025 after selling out during the quarter.
  • Capstone Investment Advisors sold 24,194 Invesco Mortgage Capital shares in Q4 2025, an estimated $183K.
  • Capstone Investment Advisors first reported a position in Invesco Mortgage Capital in Q3 2025 and held it in 1 quarter.
  • Capstone Investment Advisors's Invesco Mortgage Capital position peaked at $183K in Q3 2025.
  • 171 funds tracked by Wall St. Rank held Invesco Mortgage Capital as of Q4 2025.

Based on Capstone Investment Advisors's 13F filing for Q4 2025, filed 17 Feb 2026.