Citadel Advisors’s Invesco Mortgage Capital IVR Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q1
$123K Sell
15,250
-115,854
-88% -$989K ﹤0.01% 11849
2025
Q4
$1.1M Buy
131,104
+109,070
+495% +$855K ﹤0.01% 7173
2025
Q3
$167K Sell
22,034
-61,742
-74% -$471K ﹤0.01% 11451
2025
Q2
$657K Buy
83,776
+47,273
+130% +$348K ﹤0.01% 7992
2025
Q1
$288K Buy
+36,503
New +$308K ﹤0.01% 9697
2024
Q4
Sell
-164,517
Closed -$1.38M 14939
2024
Q3
$1.54M Sell
164,517
-304,112
-65% -$2.73M ﹤0.01% 5998
2024
Q2
$4.39M Sell
468,629
-199,534
-30% -$1.8M ﹤0.01% 3958
2024
Q1
$6.47M Buy
668,163
+513,946
+333% +$4.61M ﹤0.01% 3563
2023
Q4
$1.37M Sell
154,217
-124,581
-45% -$1.02M ﹤0.01% 6062
2023
Q3
$2.79M Sell
278,798
-496,780
-64% -$5.49M ﹤0.01% 4605
2023
Q2
$8.9M Buy
775,578
+257,627
+50% +$2.75M ﹤0.01% 2835
2023
Q1
$5.74M Buy
517,951
+31,402
+6% +$405K ﹤0.01% 3574
2022
Q4
$6.19M Sell
486,549
-111,219
-19% -$1.36M ﹤0.01% 3518
2022
Q3
$6.64M Buy
597,768
+245,674
+70% +$3.82M ﹤0.01% 3408
2022
Q2
$5.17M Buy
352,094
+37,730
+12% +$637K ﹤0.01% 3732
2022
Q1
$7.17M Buy
314,364
+187,333
+147% +$4.61M ﹤0.01% 3509
2021
Q4
$3.53M Sell
127,031
-135,330
-52% -$4.19M ﹤0.01% 5011
2021
Q3
$8.26M Buy
262,361
+116,308
+80% +$3.78M ﹤0.01% 3400
2021
Q2
$5.7M Sell
146,053
-144,517
-50% -$5.48M ﹤0.01% 4154
2021
Q1
$11.7M Buy
290,570
+69,079
+31% +$2.61M ﹤0.01% 2757
2020
Q4
$7.49M Sell
221,491
-36,488
-14% -$1.13M ﹤0.01% 3043
2020
Q3
$6.99M Buy
257,979
+241,532
+1,469% +$7.45M ﹤0.01% 2705
2020
Q2
$615K Sell
16,447
-7,863
-32% -$270K ﹤0.01% 6696
2020
Q1
$829K Sell
24,310
-29,008
-54% -$4.26M ﹤0.01% 5658
2019
Q4
$8.88M Sell
53,318
-14,611
-22% -$2.34M ﹤0.01% 2329
2019
Q3
$10.4M Sell
67,929
-101,039
-60% -$16M ﹤0.01% 2173
2019
Q2
$27.2M Sell
168,968
-166,351
-50% -$26.8M 0.01% 1140
2019
Q1
$53M Buy
335,319
+329,956
+6,152% +$52.3M 0.03% 658
2018
Q4
$777K Buy
5,363
+3,285
+158% +$497K ﹤0.01% 5707
2018
Q3
$329K Buy
2,078
+226
+12% +$36.5K ﹤0.01% 7420
2018
Q2
$295K Buy
1,852
+624
+51% +$101K ﹤0.01% 7236
2018
Q1
$201K Sell
1,228
-23,946
-95% -$3.95M ﹤0.01% 7348
2017
Q4
$4.49M Sell
25,174
-101,078
-80% -$17.8M ﹤0.01% 2604
2017
Q3
$21.6M Sell
126,252
-2,726
-2% -$460K 0.02% 1018
2017
Q2
$21.6M Buy
128,978
+4,232
+3% +$685K 0.02% 960
2017
Q1
$19.2M Sell
124,746
-6,314
-5% -$954K 0.02% 981
2016
Q4
$19.1M Buy
131,060
+70,797
+117% +$10.5M 0.02% 911
2016
Q3
$9.18M Buy
60,263
+23,375
+63% +$3.51M 0.01% 1435
2016
Q2
$5.05M Sell
36,888
-25,397
-41% -$3.42M 0.01% 1818
2016
Q1
$7.59M Buy
62,285
+21,411
+52% +$2.47M 0.01% 1412
2015
Q4
$5.06M Sell
40,874
-8,703
-18% -$1.11M 0.01% 1809
2015
Q3
$6.07M Buy
49,577
+15,965
+47% +$2.22M 0.01% 1750
2015
Q2
$4.81M Buy
33,612
+10,336
+44% +$1.62M ﹤0.01% 2104
2015
Q1
$3.62M Buy
23,276
+8,855
+61% +$1.38M ﹤0.01% 2383
2014
Q4
$2.23M Sell
14,421
-91,711
-86% -$14.8M ﹤0.01% 2790
2014
Q3
$16.7M Sell
106,132
-37,398
-26% -$6.4M 0.02% 1016
2014
Q2
$24.9M Sell
143,530
-201,091
-58% -$34.4M 0.03% 692
2014
Q1
$56.8M Buy
344,621
+71,465
+26% +$11.6M 0.07% 356
2013
Q4
$40.1M Sell
273,156
-76,108
-22% -$11.5M 0.05% 442
2013
Q3
$53.8M Buy
349,264
+39,768
+13% +$6.29M 0.08% 285
2013
Q2
$51.3M Buy
+309,496
New +$61.1M 0.09% 257

Other funds holding IVR

Citadel Advisors's IVR Position: Q1 2026 in Review

Citadel Advisors reduced its Invesco Mortgage Capital (IVR) stake by 88% in Q1 2026, selling an estimated $989K and leaving 15,250 shares worth $123K. The position accounts for ﹤0.01% of the portfolio, ranked #11849.

Citadel Advisors first reported a position in IVR in Q2 2013 and has held it in 51 quarters since. The position peaked at $56.8M in Q1 2014. 172 funds tracked by Wall St. Rank hold IVR as of Q1 2026.

  • Citadel Advisors held 15,250 shares of Invesco Mortgage Capital worth $123K as of Q1 2026.
  • Citadel Advisors sold 115,854 Invesco Mortgage Capital shares in Q1 2026, an estimated $989K.
  • Invesco Mortgage Capital made up ﹤0.01% of Citadel Advisors's portfolio in Q1 2026, its #11849 holding.
  • Citadel Advisors first reported a position in Invesco Mortgage Capital in Q2 2013 and has held it in 51 quarters since.
  • Citadel Advisors's Invesco Mortgage Capital position peaked at $56.8M in Q1 2014.
  • 172 funds tracked by Wall St. Rank held Invesco Mortgage Capital as of Q1 2026.

Based on Citadel Advisors's 13F filing for Q1 2026, filed 15 May 2026.