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Freestone Grove Partners’s Invesco Mortgage Capital IVR Stock Holding History

Freestone Grove 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
2025
Q2 		– Sell
-171,463
Closed -$1.35M – 760
2025
Q1 		$1.35M Buy
171,463
+98,924
+136% +$834K 0.01% 328
2024
Q4 		$584K Buy
+72,539
New +$609K 0.01% 358

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Freestone Grove Partners's IVR Position: Q2 2025 in Review

Freestone Grove Partners sold out of Invesco Mortgage Capital (IVR) in Q2 2025, closing a stake of 171,463 shares — an estimated $1.35M sold.

Freestone Grove Partners first reported a position in IVR in Q4 2024 and held it in 2 quarters. The position peaked at $1.35M in Q1 2025. 145 funds tracked by Wall St. Rank hold IVR as of Q2 2025.

  • Freestone Grove Partners reported no remaining Invesco Mortgage Capital position as of Q2 2025 after selling out during the quarter.
  • Freestone Grove Partners sold 171,463 Invesco Mortgage Capital shares in Q2 2025, an estimated $1.35M.
  • Freestone Grove Partners first reported a position in Invesco Mortgage Capital in Q4 2024 and held it in 2 quarters.
  • Freestone Grove Partners's Invesco Mortgage Capital position peaked at $1.35M in Q1 2025.
  • 145 funds tracked by Wall St. Rank held Invesco Mortgage Capital as of Q2 2025.

Based on Freestone Grove Partners's 13F filing for Q2 2025, filed 14 Aug 2025.