INTECH Investment Management’s Invesco Mortgage Capital IVR Stock Holding History

INTECH Investment Management’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	$148K	Sell	18,679 -3,934	-17%	-$31.7K	﹤0.01%	1867
2026 Q1	$183K	Sell	22,613 -10,005	-31%	-$85.4K	﹤0.01%	1780
2025 Q4	$274K	Buy	32,618 +1,983	+6%	+$15.5K	﹤0.01%	1807
2025 Q3	$232K	Buy	30,635 +5,784	+23%	+$44.1K	﹤0.01%	1983
2025 Q2	$195K	Sell	24,851 -8,046	-24%	-$59.3K	﹤0.01%	2097
2025 Q1	$260K	Buy	32,897 +10,730	+48%	+$90.5K	﹤0.01%	1964
2024 Q4	$178K	Buy	22,167 +9,288	+72%	+$77.9K	﹤0.01%	2070
2024 Q3	$121K	Buy	+12,879	New	+$116K	﹤0.01%	1851

Other funds holding IVR

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Mirae Asset Global ETFs Holdings Causeway Bay, Hong Kong $83.9B AUM 60.43% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

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 Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

VanEck Associates New York $164B AUM 112.45% 1-Year Est. Return

INTECH Investment Management's IVR Position: Q2 2026 in Review

INTECH Investment Management reduced its Invesco Mortgage Capital (IVR) stake by 17% in Q2 2026, selling an estimated $31.7K and leaving 18,679 shares worth $148K. The position accounts for ﹤0.01% of the portfolio, ranked #1867.

INTECH Investment Management first reported a position in IVR in Q3 2024 and has held it in 8 quarters since. The position peaked at $274K in Q4 2025. 182 funds tracked by Wall St. Rank hold IVR as of Q2 2026.

INTECH Investment Management held 18,679 shares of Invesco Mortgage Capital worth $148K as of Q2 2026.
INTECH Investment Management sold 3,934 Invesco Mortgage Capital shares in Q2 2026, an estimated $31.7K.
Invesco Mortgage Capital made up ﹤0.01% of INTECH Investment Management's portfolio in Q2 2026, its #1867 holding.
INTECH Investment Management first reported a position in Invesco Mortgage Capital in Q3 2024 and has held it in 8 quarters since.
INTECH Investment Management's Invesco Mortgage Capital position peaked at $274K in Q4 2025.
182 funds tracked by Wall St. Rank held Invesco Mortgage Capital as of Q2 2026.

Based on INTECH Investment Management's 13F filing for Q2 2026, filed 10 Aug 2026.