Invesco’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
$17.4M Sell
2,158,130
-397,760
-16% -$3.39M ﹤0.01% 1525
2025
Q4
$21.5M Buy
2,555,890
+199,259
+8% +$1.56M ﹤0.01% 1434
2025
Q3
$17.8M Buy
2,356,631
+86,915
+4% +$663K ﹤0.01% 1511
2025
Q2
$17.8M Sell
2,269,716
-93,458
-4% -$688K ﹤0.01% 1494
2025
Q1
$18.6M Buy
2,363,174
+38,354
+2% +$323K ﹤0.01% 1481
2024
Q4
$18.7M Buy
2,324,820
+2,229,805
+2,347% +$18.7M ﹤0.01% 1521
2024
Q3
$892K Sell
95,015
-68,496
-42% -$615K ﹤0.01% 2961
2024
Q2
$1.53M Buy
163,511
+92,286
+130% +$833K ﹤0.01% 2722
2024
Q1
$689K Sell
71,225
-7,558
-10% -$67.8K ﹤0.01% 3176
2023
Q4
$698K Sell
78,783
-22,793
-22% -$186K ﹤0.01% 3054
2023
Q3
$1.02M Buy
101,576
+11,568
+13% +$128K ﹤0.01% 2856
2023
Q2
$1.03M Buy
90,008
+148
+0.2% +$1.58K ﹤0.01% 2877
2023
Q1
$997K Sell
89,860
-15,371
-15% -$198K ﹤0.01% 2903
2022
Q4
$1.34M Sell
105,231
-20,251
-16% -$248K ﹤0.01% 2807
2022
Q3
$1.39M Sell
125,482
-5,771
-4% -$89.8K ﹤0.01% 2797
2022
Q2
$1.93M Buy
131,253
+12,590
+11% +$213K ﹤0.01% 2730
2022
Q1
$2.71M Buy
118,663
+29,871
+34% +$735K ﹤0.01% 2663
2021
Q4
$2.47M Buy
88,792
+31,006
+54% +$961K ﹤0.01% 2721
2021
Q3
$1.82M Buy
57,786
+6,250
+12% +$203K ﹤0.01% 2850
2021
Q2
$2.01M Sell
51,536
-19,107
-27% -$724K ﹤0.01% 2841
2021
Q1
$2.83M Buy
70,643
+47,054
+199% +$1.78M ﹤0.01% 2628
2020
Q4
$797K Sell
23,589
-83,760
-78% -$2.59M ﹤0.01% 3037
2020
Q3
$2.91M Sell
107,349
-586,211
-85% -$18.1M ﹤0.01% 2306
2020
Q2
$25.9M Buy
693,560
+440,435
+174% +$15.1M 0.01% 1167
2020
Q1
$8.63M Sell
253,125
-7,775
-3% -$1.14M ﹤0.01% 1597
2019
Q4
$43.4M Buy
260,900
+13,038
+5% +$2.09M 0.01% 1077
2019
Q3
$37.9M Buy
247,862
+28,935
+13% +$4.59M 0.01% 1112
2019
Q2
$35.3M Buy
218,927
+2,485
+1% +$400K 0.01% 1176
2019
Q1
$34.2M Buy
216,442
+25,128
+13% +$3.99M 0.01% 978
2018
Q4
$27.7M Buy
191,314
+66,342
+53% +$10M 0.01% 997
2018
Q3
$19.8M Buy
124,972
+9,710
+8% +$1.57M 0.01% 1281
2018
Q2
$18.3M Buy
115,262
+14,247
+14% +$2.31M 0.01% 1296
2018
Q1
$16.5M Buy
101,015
+71,294
+240% +$11.8M 0.01% 1270
2017
Q4
$5.3M Buy
29,721
+14,045
+90% +$2.48M ﹤0.01% 1952
2017
Q3
$2.69M Sell
15,676
-41
-0.3% -$6.91K ﹤0.01% 2351
2017
Q2
$2.63M Sell
15,717
-677
-4% -$110K ﹤0.01% 2353
2017
Q1
$2.53M Buy
16,394
+6,469
+65% +$977K ﹤0.01% 2421
2016
Q4
$1.45M Buy
9,925
+320
+3% +$47.4K ﹤0.01% 2799
2016
Q3
$1.46M Buy
9,605
+87
+0.9% +$13.1K ﹤0.01% 2746
2016
Q2
$1.3M Buy
9,518
+299
+3% +$40.2K ﹤0.01% 2747
2016
Q1
$1.12M Sell
9,219
-13,446
-59% -$1.55M ﹤0.01% 2841
2015
Q4
$2.81M Sell
22,665
-66,692
-75% -$8.49M ﹤0.01% 2303
2015
Q3
$10.9M Sell
89,357
-21,992
-20% -$3.06M ﹤0.01% 1421
2015
Q2
$15.9M Buy
111,349
+2,500
+2% +$391K 0.01% 1312
2015
Q1
$16.9M Buy
108,849
+16,010
+17% +$2.49M 0.01% 1285
2014
Q4
$14.4M Buy
92,839
+11,605
+14% +$1.87M 0.01% 1354
2014
Q3
$12.8M Buy
81,234
+11,755
+17% +$2.01M 0.01% 1406
2014
Q2
$12.1M Sell
69,479
-4,441
-6% -$761K ﹤0.01% 1465
2014
Q1
$12.2M Buy
73,920
+23,580
+47% +$3.81M ﹤0.01% 1419
2013
Q4
$7.39M Sell
50,340
-13,391
-21% -$2.03M ﹤0.01% 1739
2013
Q3
$9.81M Buy
63,731
+1,621
+3% +$256K ﹤0.01% 1491
2013
Q2
$10.3M Buy
+62,110
New +$12.3M ﹤0.01% 1402

Other funds holding IVR

Invesco's IVR Position: Q1 2026 in Review

Invesco reduced its Invesco Mortgage Capital (IVR) stake by 16% in Q1 2026, selling an estimated $3.39M and leaving 2,158,130 shares worth $17.4M. The position accounts for ﹤0.01% of the portfolio, ranked #1525.

Invesco first reported a position in IVR in Q2 2013 and has held it in 52 quarters since. The position peaked at $43.4M in Q4 2019. 172 funds tracked by Wall St. Rank hold IVR as of Q1 2026.

  • Invesco held 2,158,130 shares of Invesco Mortgage Capital worth $17.4M as of Q1 2026.
  • Invesco sold 397,760 Invesco Mortgage Capital shares in Q1 2026, an estimated $3.39M.
  • Invesco Mortgage Capital made up ﹤0.01% of Invesco's portfolio in Q1 2026, its #1525 holding.
  • Invesco first reported a position in Invesco Mortgage Capital in Q2 2013 and has held it in 52 quarters since.
  • Invesco's Invesco Mortgage Capital position peaked at $43.4M in Q4 2019.
  • 172 funds tracked by Wall St. Rank held Invesco Mortgage Capital as of Q1 2026.

Based on Invesco's 13F filing for Q1 2026, filed 12 May 2026.