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Essential Partners’s Invesco Mortgage Capital IVR Stock Holding History

Essential Partners’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 		$6.92K Buy
876
+459
+110% +$3.7K ﹤0.01% 1381
2026
Q1 		$3.37K Hold
417
– – ﹤0.01% 1766
2025
Q4 		$3.51K Buy
417
+254
+156% +$1.99K ﹤0.01% 1580
2025
Q3 		$1.23K Buy
163
+152
+1,382% +$1.16K ﹤0.01% 1958
2025
Q2 		$86 Buy
+11
New +$81 ﹤0.01% 2085

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 $3.38T AUM 44.17% 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

Essential Partners's IVR Position: Q2 2026 in Review

Essential Partners increased its Invesco Mortgage Capital (IVR) stake by 110% in Q2 2026, buying an estimated $3.7K and bringing the position to 876 shares worth $6.92K. The position accounts for ﹤0.01% of the portfolio, ranked #1381.

Essential Partners first reported a position in IVR in Q2 2025 and has held it in 5 quarters since. 182 funds tracked by Wall St. Rank hold IVR as of Q2 2026.

  • Essential Partners held 876 shares of Invesco Mortgage Capital worth $6.92K as of Q2 2026.
  • Essential Partners bought 459 Invesco Mortgage Capital shares in Q2 2026, an estimated $3.7K.
  • Invesco Mortgage Capital made up ﹤0.01% of Essential Partners's portfolio in Q2 2026, its #1381 holding.
  • Essential Partners first reported a position in Invesco Mortgage Capital in Q2 2025 and has held it in 5 quarters since.
  • 182 funds tracked by Wall St. Rank held Invesco Mortgage Capital as of Q2 2026.

Based on Essential Partners's 13F filing for Q2 2026, filed 10 Aug 2026.