Fidelity Investments’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 | $109K | Buy |
13,486
+3,718
| +38% | +$31.7K | ﹤0.01% | 3759 |
|
|
2025
Q4 | $82.1K | Buy |
9,768
+6,442
| +194% | +$50.5K | ﹤0.01% | 3850 |
|
|
2025
Q3 | $25.1K | Sell |
3,326
-1,632
| -33% | -$12.5K | ﹤0.01% | 4268 |
|
|
2025
Q2 | $38.9K | Sell |
4,958
-3,430
| -41% | -$25.3K | ﹤0.01% | 4010 |
|
|
2025
Q1 | $66.2K | Sell |
8,388
-314
| -4% | -$2.65K | ﹤0.01% | 3732 |
|
|
2024
Q4 | $70.1K | Sell |
8,702
-2,491
| -22% | -$20.9K | ﹤0.01% | 3691 |
|
|
2024
Q3 | $105K | Sell |
11,193
-3,275
| -23% | -$29.4K | ﹤0.01% | 3451 |
|
|
2024
Q2 | $136K | Buy |
14,468
+3,954
| +38% | +$35.7K | ﹤0.01% | 3181 |
|
|
2024
Q1 | $102K | Buy |
10,514
+849
| +9% | +$7.62K | ﹤0.01% | 3283 |
|
|
2023
Q4 | $85.6K | Buy |
9,665
+7,831
| +427% | +$63.9K | ﹤0.01% | 3278 |
|
|
2023
Q3 | $18.4K | Sell |
1,834
-1,248
| -40% | -$13.8K | ﹤0.01% | 3857 |
|
|
2023
Q2 | $35.3K | Sell |
3,082
-339
| -10% | -$3.63K | ﹤0.01% | 3612 |
|
|
2023
Q1 | $37.9K | Buy |
3,421
+954
| +39% | +$12.3K | ﹤0.01% | 3572 |
|
|
2022
Q4 | $31.4K | Sell |
2,467
-2,840
| -54% | -$34.7K | ﹤0.01% | 3613 |
|
|
2022
Q3 | $59K | Sell |
5,307
-42,386
| -89% | -$659K | ﹤0.01% | 3427 |
|
|
2022
Q2 | $700K | Buy |
47,693
+46,705
| +4,727% | +$789K | ﹤0.01% | 2760 |
|
|
2022
Q1 | $22K | Buy |
988
+974
| +6,957% | +$24K | ﹤0.01% | 3973 |
|
|
2021
Q4 | $0 | Sell |
14
-399
| -97% | -$12.4K | ﹤0.01% | 4664 |
|
|
2021
Q3 | $13K | Buy |
413
+323
| +359% | +$10.5K | ﹤0.01% | 3548 |
|
|
2021
Q2 | $3K | Buy |
90
+88
| +4,400% | +$3.33K | ﹤0.01% | 3840 |
|
|
2021
Q1 | $0 | Hold |
2
| – | – | ﹤0.01% | 4273 |
|
|
2020
Q4 | $0 | Sell |
2
-109
| -98% | -$3.38K | ﹤0.01% | 4080 |
|
|
2020
Q3 | $3K | Buy |
111
+101
| +1,010% | +$3.11K | ﹤0.01% | 3402 |
|
|
2020
Q2 | $0 | Sell |
10
-14,593
| -100% | -$502K | ﹤0.01% | 3898 |
|
|
2020
Q1 | $498K | Buy |
14,603
+127
| +0.9% | +$18.6K | ﹤0.01% | 2431 |
|
|
2019
Q4 | $2.41M | Buy |
14,476
+426
| +3% | +$68.3K | ﹤0.01% | 2209 |
|
|
2019
Q3 | $2.15M | Sell |
14,050
-30,628
| -69% | -$4.86M | ﹤0.01% | 2252 |
|
|
2019
Q2 | $7.2M | Sell |
44,678
-32,043
| -42% | -$5.16M | ﹤0.01% | 1986 |
|
|
2019
Q1 | $12.1M | Sell |
76,721
-45,820
| -37% | -$7.27M | ﹤0.01% | 1790 |
|
|
2018
Q4 | $17.7M | Sell |
122,541
-8,095
| -6% | -$1.22M | ﹤0.01% | 1606 |
|
|
2018
Q3 | $20.7M | Sell |
130,636
-9,605
| -7% | -$1.55M | ﹤0.01% | 1670 |
|
|
2018
Q2 | $22.3M | Sell |
140,241
-124,660
| -47% | -$20.2M | ﹤0.01% | 1672 |
|
|
2018
Q1 | $43.4M | Buy |
264,901
+214
| +0.1% | +$35.3K | 0.01% | 1364 |
|
|
2017
Q4 | $47.2M | Buy |
264,687
+13,960
| +6% | +$2.46M | 0.01% | 1327 |
|
|
2017
Q3 | $43M | Buy |
250,727
+79,475
| +46% | +$13.4M | 0.01% | 1375 |
|
|
2017
Q2 | $28.6M | Buy |
171,252
+71,260
| +71% | +$11.5M | ﹤0.01% | 1528 |
|
|
2017
Q1 | $15.4M | Sell |
99,992
-1,670
| -2% | -$252K | ﹤0.01% | 1800 |
|
|
2016
Q4 | $14.8M | Buy |
101,662
+5
| +0% | +$741 | ﹤0.01% | 1806 |
|
|
2016
Q3 | $15.5M | Sell |
101,657
-80
| -0.1% | -$12K | ﹤0.01% | 1804 |
|
|
2016
Q2 | $13.9M | Sell |
101,737
-309
| -0.3% | -$41.6K | ﹤0.01% | 1828 |
|
|
2016
Q1 | $12.4M | Sell |
102,046
-210
| -0.2% | -$24.2K | ﹤0.01% | 1870 |
|
|
2015
Q4 | $12.7M | Buy |
102,256
+7,490
| +8% | +$953K | ﹤0.01% | 1890 |
|
|
2015
Q3 | $11.6M | Buy |
94,766
+88,900
| +1,516% | +$12.4M | ﹤0.01% | 1898 |
|
|
2015
Q2 | $840K | Sell |
5,866
-230
| -4% | -$36K | ﹤0.01% | 2565 |
|
|
2015
Q1 | $947K | Sell |
6,096
-150
| -2% | -$23.4K | ﹤0.01% | 2526 |
|
|
2014
Q4 | $966K | Sell |
6,246
-330
| -5% | -$53.3K | ﹤0.01% | 2547 |
|
|
2014
Q3 | $1.03M | Sell |
6,576
-1,240
| -16% | -$212K | ﹤0.01% | 2531 |
|
|
2014
Q2 | $1.36M | Sell |
7,816
-8,660
| -53% | -$1.48M | ﹤0.01% | 2463 |
|
|
2014
Q1 | $2.71M | Sell |
16,476
-2,810
| -15% | -$455K | ﹤0.01% | 2325 |
|
|
2013
Q4 | $2.83M | Sell |
19,286
-21,490
| -53% | -$3.26M | ﹤0.01% | 2291 |
|
|
2013
Q3 | $6.28M | Buy |
40,776
+11,350
| +39% | +$1.79M | ﹤0.01% | 2089 |
|
|
2013
Q2 | $4.87M | Buy |
+29,426
| New | +$5.81M | ﹤0.01% | 2147 |
|
Other funds holding IVR
VCM
Fidelity Investments's IVR Position: Q1 2026 in Review
Fidelity Investments increased its Invesco Mortgage Capital (IVR) stake by 38% in Q1 2026, buying an estimated $31.7K and bringing the position to 13,486 shares worth $109K. The position accounts for ﹤0.01% of the portfolio, ranked #3759.
Fidelity Investments first reported a position in IVR in Q2 2013 and has held it in 52 quarters since. The position peaked at $47.2M in Q4 2017. 172 funds tracked by Wall St. Rank hold IVR as of Q1 2026.
- Fidelity Investments held 13,486 shares of Invesco Mortgage Capital worth $109K as of Q1 2026.
- Fidelity Investments bought 3,718 Invesco Mortgage Capital shares in Q1 2026, an estimated $31.7K.
- Invesco Mortgage Capital made up ﹤0.01% of Fidelity Investments's portfolio in Q1 2026, its #3759 holding.
- Fidelity Investments first reported a position in Invesco Mortgage Capital in Q2 2013 and has held it in 52 quarters since.
- Fidelity Investments's Invesco Mortgage Capital position peaked at $47.2M in Q4 2017.
- 172 funds tracked by Wall St. Rank held Invesco Mortgage Capital as of Q1 2026.
Based on Fidelity Investments's 13F filing for Q1 2026, filed 15 May 2026.