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Franklin Resources’s
Invesco Mortgage Capital
IVR
Stock Holding History
Franklin Resources’s Portfolio
IVR Stock Details
IVR Fund Activity
Bought
Maintained
Sold
Shares
Quarter
Market Value
Status
Shares
Change in
Stake
Trade Value
Portfolio Weight
Portfolio Position
2026
Q1
$364K
Hold
44,993
–
–
﹤0.01%
2585
2025
Q4
$378K
Hold
44,993
–
–
﹤0.01%
2527
2025
Q3
$340K
Buy
+44,993
New
+$343K
﹤0.01%
2610
2024
Q2
–
Sell
-20,287
Closed
-$196K
–
2919
2024
Q1
$196K
Hold
20,287
–
–
﹤0.01%
2604
2023
Q4
$180K
Buy
20,287
+156
+0.8%
+$1.27K
﹤0.01%
2373
2023
Q3
$202K
Buy
20,131
+63
+0.3%
+$696
﹤0.01%
2320
2023
Q2
$230K
Buy
+20,068
New
+$215K
﹤0.01%
2321
Other funds holding IVR
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New York
$5.7T AUM
30.48%
1-Year Est. Return
VCM
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$4.04T AUM
Mirae Asset Global ETFs Holdings
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$73.7B AUM
53.56%
1-Year Est. Return
Two Sigma Investments
New York
$121B AUM
33.93%
1-Year Est. Return
Invesco
Atlanta, Georgia
$1.02T AUM
30.18%
1-Year Est. Return
Geode Capital Management
Boston, Massachusetts
$1.61T AUM
30.72%
1-Year Est. Return
State Street
Boston, Massachusetts
$2.9T AUM
29.55%
1-Year Est. Return
D.E. Shaw & Co
New York
$127B AUM
43.98%
1-Year Est. Return
VanEck Associates
New York
$133B AUM
72.99%
1-Year Est. Return
Renaissance Technologies
New York
$63.9B AUM
45.56%
1-Year Est. Return
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Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
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