Legal & General Group
IVR icon

Legal & General Group’s Invesco Mortgage Capital IVR Stock Holding History

Legal & General Group’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
Q1 		$54.5K Sell
6,751
-14,010
-67% -$120K ﹤0.01% 2669
2025
Q4 		$175K Sell
20,761
-41,659
-67% -$326K ﹤0.01% 2594
2025
Q3 		$472K Hold
62,420
– – ﹤0.01% 2463
2025
Q2 		$489K Buy
62,420
+5,390
+9% +$39.7K ﹤0.01% 2449
2025
Q1 		$450K Buy
57,030
+9,518
+20% +$80.2K ﹤0.01% 2430
2024
Q4 		$382K Buy
47,512
+13,217
+39% +$111K ﹤0.01% 2555
2024
Q3 		$322K Buy
34,295
+457
+1% +$4.11K ﹤0.01% 2593
2024
Q2 		$317K Hold
33,838
– – ﹤0.01% 2581
2024
Q1 		$328K Buy
33,838
+482
+1% +$4.32K ﹤0.01% 2583
2023
Q4 		$296K Sell
33,356
-79,636
-70% -$650K ﹤0.01% 2633
2023
Q3 		$1.13M Buy
112,992
+5,354
+5% +$59.2K ﹤0.01% 2142
2023
Q2 		$1.23M Buy
107,638
+20,036
+23% +$214K ﹤0.01% 2128
2023
Q1 		$972K Buy
87,602
+269
+0.3% +$3.47K ﹤0.01% 2163
2022
Q4 		$1.11M Buy
87,333
+5,557
+7% +$67.9K ﹤0.01% 2128
2022
Q3 		$908K Buy
81,776
+1,969
+2% +$30.6K ﹤0.01% 2174
2022
Q2 		$1.17M Buy
79,807
+2,844
+4% +$48K ﹤0.01% 2107
2022
Q1 		$1.75M Sell
76,963
-950
-1% -$23.4K ﹤0.01% 2043
2021
Q4 		$2.17M Buy
77,913
+2,990
+4% +$92.6K ﹤0.01% 1999
2021
Q3 		$2.36M Sell
74,923
-566
-0.7% -$18.4K ﹤0.01% 1946
2021
Q2 		$2.94M Sell
75,489
-9,471
-11% -$359K ﹤0.01% 1803
2021
Q1 		$3.41M Buy
84,960
+8,109
+11% +$306K ﹤0.01% 1757
2020
Q4 		$2.6M Buy
76,851
+2,724
+4% +$84.4K ﹤0.01% 1780
2020
Q3 		$2.01M Buy
74,127
+13,592
+22% +$419K ﹤0.01% 1764
2020
Q2 		$2.26M Buy
60,535
+5,652
+10% +$194K ﹤0.01% 1678
2020
Q1 		$1.87M Buy
54,883
+5,978
+12% +$878K ﹤0.01% 1618
2019
Q4 		$8.14M Buy
48,905
+2,020
+4% +$324K ﹤0.01% 1114
2019
Q3 		$7.18M Buy
46,885
+4,945
+12% +$785K ﹤0.01% 1113
2019
Q2 		$6.76M Buy
41,940
+196
+0.5% +$31.6K ﹤0.01% 1137
2019
Q1 		$6.59M Buy
41,744
+9,519
+30% +$1.51M ﹤0.01% 1029
2018
Q4 		$4.69M Buy
32,225
+49
+0.2% +$7.41K ﹤0.01% 1101
2018
Q3 		$5.08M Buy
32,176
+2,230
+7% +$360K ﹤0.01% 1164
2018
Q2 		$4.77M Sell
29,946
-151
-0.5% -$24.5K ﹤0.01% 1149
2018
Q1 		$4.92M Sell
30,097
-1,508
-5% -$249K ﹤0.01% 1100
2017
Q4 		$5.64M Buy
31,605
+16,635
+111% +$2.94M ﹤0.01% 1024
2017
Q3 		$2.56M Buy
14,970
+1,626
+12% +$274K ﹤0.01% 1445
2017
Q2 		$2.23M Sell
13,344
-2,527
-16% -$409K ﹤0.01% 1470
2017
Q1 		$2.45M Sell
15,871
-60
-0.4% -$9.06K ﹤0.01% 1346
2016
Q4 		$2.33M Buy
15,931
+1,094
+7% +$162K ﹤0.01% 1288
2016
Q3 		$2.26M Buy
14,837
+1,769
+14% +$266K ﹤0.01% 989
2016
Q2 		$1.78M Buy
13,068
+1,605
+14% +$216K ﹤0.01% 995
2016
Q1 		$1.39M Sell
11,463
-1,038
-8% -$120K ﹤0.01% 1022
2015
Q4 		$1.55M Buy
12,501
+137
+1% +$17.4K ﹤0.01% 1006
2015
Q3 		$1.51M Sell
12,364
-888
-7% -$124K ﹤0.01% 1004
2015
Q2 		$1.91M Buy
13,252
+2,842
+27% +$445K ﹤0.01% 965
2015
Q1 		$1.62M Buy
10,410
+2,210
+27% +$344K ﹤0.01% 979
2014
Q4 		$1.27M Buy
8,200
+1,353
+20% +$218K ﹤0.01% 1013
2014
Q3 		$1.08M Buy
6,847
+3,148
+85% +$539K ﹤0.01% 1026
2014
Q2 		$642K Buy
3,699
+197
+6% +$33.7K ﹤0.01% 1120
2014
Q1 		$577K Buy
+3,502
New +$566K ﹤0.01% 1104

Other funds holding IVR

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Mirae Asset Global ETFs Holdings
Mirae Asset Global ETFs Holdings Causeway Bay, Hong Kong $73.7B AUM 53.56% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

Legal & General Group's IVR Position: Q1 2026 in Review

Legal & General Group reduced its Invesco Mortgage Capital (IVR) stake by 67% in Q1 2026, selling an estimated $120K and leaving 6,751 shares worth $54.5K. The position accounts for ﹤0.01% of the portfolio, ranked #2669.

Legal & General Group first reported a position in IVR in Q1 2014 and has held it in 49 quarters since. The position peaked at $8.14M in Q4 2019. 172 funds tracked by Wall St. Rank hold IVR as of Q1 2026.

  • Legal & General Group held 6,751 shares of Invesco Mortgage Capital worth $54.5K as of Q1 2026.
  • Legal & General Group sold 14,010 Invesco Mortgage Capital shares in Q1 2026, an estimated $120K.
  • Invesco Mortgage Capital made up ﹤0.01% of Legal & General Group's portfolio in Q1 2026, its #2669 holding.
  • Legal & General Group first reported a position in Invesco Mortgage Capital in Q1 2014 and has held it in 49 quarters since.
  • Legal & General Group's Invesco Mortgage Capital position peaked at $8.14M in Q4 2019.
  • 172 funds tracked by Wall St. Rank held Invesco Mortgage Capital as of Q1 2026.

Based on Legal & General Group's 13F filing for Q1 2026, filed 8 May 2026.