OCM
IVR icon

Osbon Capital Management’s Invesco Mortgage Capital IVR Stock Holding History

Osbon Capital 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 		$21.1K Buy
+2,674
New +$21.6K 0.02% 195

Other funds holding IVR

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Mirae Asset Global ETFs Holdings
Mirae Asset Global ETFs Holdings Causeway Bay, Hong Kong $83.9B AUM 60.43% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Two Sigma Investments
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
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $164B AUM 112.45% 1-Year Est. Return

Osbon Capital Management's IVR Position: Q2 2026 in Review

Osbon Capital Management opened a new position in Invesco Mortgage Capital (IVR) in Q2 2026: 2,674 shares worth $21.1K. The stake represents 0.02% of the portfolio and ranks #195 among its holdings.

181 funds tracked by Wall St. Rank hold IVR as of Q2 2026.

  • Osbon Capital Management held 2,674 shares of Invesco Mortgage Capital worth $21.1K as of Q2 2026.
  • Invesco Mortgage Capital was a new Osbon Capital Management position in Q2 2026.
  • Invesco Mortgage Capital made up 0.02% of Osbon Capital Management's portfolio in Q2 2026, its #195 holding.
  • 181 funds tracked by Wall St. Rank held Invesco Mortgage Capital as of Q2 2026.

Based on Osbon Capital Management's 13F filing for Q2 2026, filed 13 Aug 2026.