Ray Dalio’s Invesco Mortgage Capital IVR Stock Holding History

Ray Dalio’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
2025 Q4	–	Sell	-44,713	Closed	-$338K	–	1122
2025 Q3	$338K	Buy	+44,713	New	+$341K	﹤0.01%	958

Other funds holding IVR

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

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Mirae Asset Global ETFs Holdings Causeway Bay, Hong Kong $73.7B AUM 53.56% 1-Year Est. Return

Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Two Sigma Advisers New York $51.4B AUM 31.07% 1-Year Est. Return

VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return

Ray Dalio's IVR Position: Q4 2025 in Review

Ray Dalio sold out of Invesco Mortgage Capital (IVR) in Q4 2025, closing a stake of 44,713 shares — an estimated $338K sold.

Ray Dalio first reported a position in IVR in Q3 2025 and held it in 1 quarter. The position peaked at $338K in Q3 2025. 171 funds tracked by Wall St. Rank hold IVR as of Q4 2025.

Ray Dalio reported no remaining Invesco Mortgage Capital position as of Q4 2025 after selling out during the quarter.
Ray Dalio sold 44,713 Invesco Mortgage Capital shares in Q4 2025, an estimated $338K.
Ray Dalio first reported a position in Invesco Mortgage Capital in Q3 2025 and held it in 1 quarter.
Ray Dalio's Invesco Mortgage Capital position peaked at $338K in Q3 2025.
171 funds tracked by Wall St. Rank held Invesco Mortgage Capital as of Q4 2025.

Based on Bridgewater Associates's 13F filing for Q4 2025, filed 13 Feb 2026.