EH
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Equitable Holdings’s Invesco Mortgage Capital IVR Stock Holding History

Equitable Holdings’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
2026
Q2 		$89.7K Buy
+11,360
New +$91.6K ﹤0.01% 1765
2022
Q2 		– Sell
-3,354
Closed -$76K – 883
2022
Q1 		$76K Buy
3,354
+2,223
+197% +$54.7K ﹤0.01% 862
2021
Q4 		$31K Buy
+1,131
New +$35K ﹤0.01% 849

Other funds holding IVR

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Mirae Asset Global ETFs Holdings
Mirae Asset Global ETFs Holdings Causeway Bay, Hong Kong $83.9B AUM 60.43% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return
OWP
ORG Wealth Partners Dallas, Texas $667M AUM 45.16% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $164B AUM 112.45% 1-Year Est. Return

Equitable Holdings's IVR Position: Q2 2026 in Review

Equitable Holdings opened a new position in Invesco Mortgage Capital (IVR) in Q2 2026: 11,360 shares worth $89.7K. The stake represents ﹤0.01% of the portfolio and ranks #1765 among its holdings. This is a return to the name: Equitable Holdings previously reported a position in IVR as recently as Q1 2022.

Equitable Holdings first reported a position in IVR in Q4 2021 and has held it in 3 quarters since. 182 funds tracked by Wall St. Rank hold IVR as of Q2 2026.

  • Equitable Holdings held 11,360 shares of Invesco Mortgage Capital worth $89.7K as of Q2 2026.
  • Invesco Mortgage Capital was a new Equitable Holdings position in Q2 2026.
  • Invesco Mortgage Capital made up ﹤0.01% of Equitable Holdings's portfolio in Q2 2026, its #1765 holding.
  • Equitable Holdings first reported a position in Invesco Mortgage Capital in Q4 2021 and has held it in 3 quarters since.
  • 182 funds tracked by Wall St. Rank held Invesco Mortgage Capital as of Q2 2026.

Based on Equitable Holdings's 13F filing for Q2 2026, filed 17 Aug 2026.