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
$656K Sell
81,200
-2,000
-2% -$17.1K ﹤0.01% 8639
2025
Q4
$700K Sell
83,200
-20,600
-20% -$161K ﹤0.01% 8213
2025
Q3
$785K Buy
103,800
+44,000
+74% +$336K ﹤0.01% 8067
2025
Q2
$469K Buy
59,800
+13,100
+28% +$96.5K ﹤0.01% 8785
2025
Q1
$368K Sell
46,700
-34,100
-42% -$287K ﹤0.01% 9134
2024
Q4
$650K Sell
80,800
-231,700
-74% -$1.94M ﹤0.01% 7970
2024
Q3
$2.93M Sell
312,500
-152,400
-33% -$1.37M ﹤0.01% 4825
2024
Q2
$4.36M Buy
464,900
+23,500
+5% +$212K ﹤0.01% 3965
2024
Q1
$4.27M Sell
441,400
-85,060
-16% -$763K ﹤0.01% 4188
2023
Q4
$4.66M Buy
526,460
+76,190
+17% +$622K ﹤0.01% 3898
2023
Q3
$4.51M Buy
450,270
+163,620
+57% +$1.81M ﹤0.01% 3826
2023
Q2
$3.29M Sell
286,650
-22,010
-7% -$235K ﹤0.01% 4307
2023
Q1
$3.42M Buy
308,660
+83,230
+37% +$1.07M ﹤0.01% 4425
2022
Q4
$2.87M Buy
225,430
+170,840
+313% +$2.09M ﹤0.01% 4821
2022
Q3
$606K Buy
54,590
+35,040
+179% +$545K ﹤0.01% 8043
2022
Q2
$287K Buy
19,550
+960
+5% +$16.2K ﹤0.01% 9906
2022
Q1
$424K Sell
18,590
-124,280
-87% -$3.06M ﹤0.01% 9774
2021
Q4
$3.97M Sell
142,870
-16,020
-10% -$496K ﹤0.01% 4765
2021
Q3
$5M Sell
158,890
-96,800
-38% -$3.14M ﹤0.01% 4294
2021
Q2
$9.97M Sell
255,690
-174,220
-41% -$6.6M ﹤0.01% 3080
2021
Q1
$17.2M Buy
429,910
+255,650
+147% +$9.65M ﹤0.01% 2156
2020
Q4
$5.89M Buy
174,260
+116,740
+203% +$3.62M ﹤0.01% 3409
2020
Q3
$1.56M Sell
57,520
-7,820
-12% -$241K ﹤0.01% 5194
2020
Q2
$2.44M Buy
65,340
+54,070
+480% +$1.86M ﹤0.01% 4208
2020
Q1
$384K Buy
11,270
+9,100
+419% +$1.34M ﹤0.01% 6902
2019
Q4
$361K Buy
2,170
+720
+50% +$115K ﹤0.01% 7302
2019
Q3
$222K Sell
1,450
-270
-16% -$42.9K ﹤0.01% 8017
2019
Q2
$277K Sell
1,720
-150
-8% -$24.1K ﹤0.01% 7703
2019
Q1
$295K Sell
1,870
-2,180
-54% -$346K ﹤0.01% 7638
2018
Q4
$586K Buy
4,050
+2,220
+121% +$336K ﹤0.01% 6166
2018
Q3
$290K Buy
+1,830
New +$296K ﹤0.01% 7623
2018
Q2
Sell
-1,140
Closed -$187K 9051
2018
Q1
$187K Buy
+1,140
New +$188K ﹤0.01% 7407
2017
Q3
Sell
-1,420
Closed -$237K 7764
2017
Q2
$237K Buy
+1,420
New +$230K ﹤0.01% 6296
2017
Q1
Sell
-1,840
Closed -$269K 7746
2016
Q4
$269K Buy
1,840
+680
+59% +$101K ﹤0.01% 5830
2016
Q3
$177K Buy
+1,160
New +$174K ﹤0.01% 6382
2016
Q2
Sell
-1,170
Closed -$143K 7086
2016
Q1
$143K Sell
1,170
-130
-10% -$15K ﹤0.01% 5858
2015
Q4
$161K Sell
1,300
-440
-25% -$56K ﹤0.01% 6096
2015
Q3
$213K Sell
1,740
-290
-14% -$40.4K ﹤0.01% 6064
2015
Q2
$291K Buy
2,030
+1,410
+227% +$221K ﹤0.01% 5788
2015
Q1
$96K Buy
620
+90
+17% +$14K ﹤0.01% 6868
2014
Q4
$82K Sell
530
-580
-52% -$93.6K ﹤0.01% 6813
2014
Q3
$174K Buy
1,110
+550
+98% +$94.1K ﹤0.01% 5867
2014
Q2
$97K Sell
560
-910
-62% -$156K ﹤0.01% 6252
2014
Q1
$242K Sell
1,470
-1,690
-53% -$273K ﹤0.01% 5292
2013
Q4
$464K Sell
3,160
-300
-9% -$45.5K ﹤0.01% 4113
2013
Q3
$532K Buy
3,460
+1,670
+93% +$264K ﹤0.01% 3747
2013
Q2
$296K Buy
+1,790
New +$353K ﹤0.01% 4309

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.