Citigroup
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Citigroup’s Invesco Mortgage Capital IVR Stock Holding History

Citigroup’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
2022
Q1 		– Sell
-85,000
Closed -$2.36M – 6472
2021
Q4 		$2.36M Hold
85,000
– – ﹤0.01% 2484
2021
Q3 		$2.68M Hold
85,000
– – ﹤0.01% 2305
2021
Q2 		$3.31M Buy
+85,000
New +$3.22M ﹤0.01% 2265
2021
Q1 		– Sell
-9,000
Closed -$304K – 6828
2020
Q4 		$304K Hold
9,000
– – ﹤0.01% 4643
2020
Q3 		$244K Buy
+9,000
New +$278K ﹤0.01% 4472

Other funds holding IVR

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
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
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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

Citigroup's IVR Position: Q1 2026 in Review

Citigroup increased its Invesco Mortgage Capital (IVR) stake by 40% in Q1 2026, buying an estimated $25.2K and bringing the position to 10,282 shares worth $83.1K. The position accounts for ﹤0.01% of the portfolio, ranked #4347.

Citigroup first reported a position in IVR in Q2 2013 and has held it in 52 quarters since. The position peaked at $78M in Q4 2015. 172 funds tracked by Wall St. Rank hold IVR as of Q1 2026.

  • Citigroup held 10,282 shares of Invesco Mortgage Capital worth $83.1K as of Q1 2026.
  • Citigroup bought 2,953 Invesco Mortgage Capital shares in Q1 2026, an estimated $25.2K.
  • Invesco Mortgage Capital made up ﹤0.01% of Citigroup's portfolio in Q1 2026, its #4347 holding.
  • Citigroup first reported a position in Invesco Mortgage Capital in Q2 2013 and has held it in 52 quarters since.
  • Citigroup's Invesco Mortgage Capital position peaked at $78M in Q4 2015.
  • 172 funds tracked by Wall St. Rank held Invesco Mortgage Capital as of Q1 2026.

Based on Citigroup's 13F filing for Q1 2026, filed 11 May 2026.