Nisa Investment Advisors
IVR icon

Nisa Investment Advisors’s Invesco Mortgage Capital IVR Stock Holding History

Nisa Investment Advisors’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 		$217K Buy
27,036
+20,719
+328% +$167K ﹤0.01% 1217
2026
Q1 		$52.1K Sell
6,317
-3,000
-32% -$25.6K ﹤0.01% 1655
2025
Q4 		$82.6K Sell
9,317
-3,677
-28% -$28.8K ﹤0.01% 1489
2025
Q3 		$98.2K Buy
12,994
+1,310
+11% +$10K ﹤0.01% 1443
2025
Q2 		$91.6K Sell
11,684
-6,195
-35% -$45.6K ﹤0.01% 1426
2025
Q1 		$141K Sell
17,879
-13
-0.1% -$110 ﹤0.01% 1310
2024
Q4 		$151K Sell
17,892
-17
-0.1% -$143 ﹤0.01% 1372
2024
Q3 		$168K Sell
17,909
-16,014
-47% -$144K ﹤0.01% 1316
2024
Q2 		$318K Buy
33,923
+17
+0.1% +$153 ﹤0.01% 1210
2024
Q1 		$328K Sell
33,906
-31,000
-48% -$278K ﹤0.01% 1205
2023
Q4 		$575K Buy
64,906
+22,790
+54% +$186K ﹤0.01% 1011
2023
Q3 		$422K Buy
42,116
+3,530
+9% +$39K ﹤0.01% 1112
2023
Q2 		$443K Buy
38,586
+23,773
+160% +$254K ﹤0.01% 1109
2023
Q1 		$164K Sell
14,813
-813
-5% -$10.5K ﹤0.01% 1348
2022
Q4 		$199K Buy
15,626
+4,000
+34% +$48.9K ﹤0.01% 1373
2022
Q3 		$129K Buy
11,626
+1,922
+20% +$29.9K ﹤0.01% 1401
2022
Q2 		$142K Sell
9,704
-32,882
-77% -$555K ﹤0.01% 1397
2022
Q1 		$971K Buy
42,586
+28,044
+193% +$690K 0.01% 880
2021
Q4 		$390K Buy
14,542
+1,932
+15% +$59.9K ﹤0.01% 1081
2021
Q3 		$397 Buy
12,610
+1,603
+15% +$52.1K ﹤0.01% 1187
2021
Q2 		$429 Sell
11,007
-244
-2% -$9.24K ﹤0.01% 1172
2021
Q1 		$451 Buy
11,251
+1,655
+17% +$62.5K ﹤0.01% 1195
2020
Q4 		$324K Buy
9,596
+816
+9% +$25.3K ﹤0.01% 1303
2020
Q3 		$238K Buy
8,780
+2,443
+39% +$75.3K ﹤0.01% 1262
2020
Q2 		$237K Sell
6,337
-562
-8% -$19.3K ﹤0.01% 1246
2020
Q1 		$235K Sell
6,899
-1,553
-18% -$228K ﹤0.01% 1145
2019
Q4 		$1.41M Buy
8,452
+784
+10% +$126K 0.01% 764
2019
Q3 		$1.17M Buy
7,668
+1,352
+21% +$215K 0.01% 816
2019
Q2 		$1.02M Buy
6,316
+4,719
+295% +$760K 0.01% 846
2019
Q1 		$252K Buy
1,597
+597
+60% +$94.7K ﹤0.01% 1247
2018
Q4 		$145K Sell
1,000
-600
-38% -$90.7K ﹤0.01% 1315
2018
Q3 		$253K Buy
+1,600
New +$259K ﹤0.01% 1258
2018
Q1 		– Sell
-600
Closed -$107K – 1877
2017
Q4 		$107K Hold
600
– – ﹤0.01% 1366
2017
Q3 		$103K Buy
+600
New +$101K ﹤0.01% 1365
2013
Q3 		– Sell
-2,240
Closed -$371K – 1318
2013
Q2 		$371K Buy
+2,240
New +$442K 0.01% 1096

Other funds holding IVR

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BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
OWP
ORG Wealth Partners Dallas, Texas $667M AUM 45.16% 1-Year Est. Return
WAM
Wolverine Asset Management Chicago, Illinois $11.4B AUM 5.66% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
FWP
Firethorn Wealth Partners Augusta, Georgia $310M AUM 23.22% 1-Year Est. Return
PAM
PVG Asset Management Golden, Colorado $173M AUM 64.51% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
YIH
Y-Intercept (HK) Hong Kong $5.05B AUM 17.89% 1-Year Est. Return
WG
Winton Group London, United Kingdom $3.09B AUM 40.4% 1-Year Est. Return

Nisa Investment Advisors's IVR Position: Q2 2026 in Review

Nisa Investment Advisors increased its Invesco Mortgage Capital (IVR) stake by 328% in Q2 2026, buying an estimated $167K and bringing the position to 27,036 shares worth $217K. The position accounts for ﹤0.01% of the portfolio, ranked #1217.

Nisa Investment Advisors first reported a position in IVR in Q2 2013 and has held it in 35 quarters since. The position peaked at $1.41M in Q4 2019. 76 funds tracked by Wall St. Rank hold IVR as of Q2 2026.

  • Nisa Investment Advisors held 27,036 shares of Invesco Mortgage Capital worth $217K as of Q2 2026.
  • Nisa Investment Advisors bought 20,719 Invesco Mortgage Capital shares in Q2 2026, an estimated $167K.
  • Invesco Mortgage Capital made up ﹤0.01% of Nisa Investment Advisors's portfolio in Q2 2026, its #1217 holding.
  • Nisa Investment Advisors first reported a position in Invesco Mortgage Capital in Q2 2013 and has held it in 35 quarters since.
  • Nisa Investment Advisors's Invesco Mortgage Capital position peaked at $1.41M in Q4 2019.
  • 76 funds tracked by Wall St. Rank held Invesco Mortgage Capital as of Q2 2026.

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