IVR
Invesco Mortgage Capital Inc. · Real Estate · REIT - Mortgage
Momentum inputs (comparable managers):
holder breadth +16.7% ·
share flow +10.6% ·
net new positions +14.3%
— formula
Broad accumulation — rising shares across more holders
All ownership figures: tracked 13F managers only, common-stock positions, reporting period Q3 2024
| Quarter | Holders | Δ | Shares | Reported value | New | Exits |
|---|---|---|---|---|---|---|
| Q2 2026 | 74 | +5 | 33.42M | $264.26M | +8 | −3 |
| Q1 2026 | 71 | +5 | 29.22M | $236.26M | +9 | −4 |
| Q4 2025 | 66 | 0 | 26.62M | $224.36M | +1 | −1 |
| Q3 2025 | 16 | +1 | 18.47M | $139.64M | +2 | −1 |
| Q2 2025 | 12 | +3 | 14.84M | $116.35M | +3 | — |
| Q1 2025 | 6 | +1 | 4.43M | $34.92M | +1 | — |
| Q4 2024 | 5 | -3 | 4.09M | $33.36M | — | −3 |
| Q3 2024 | 7 | +1 | 3.94M | $37.03M | +1 | — |
| Q2 2024 | 6 | — | 3.57M | $33.41M | — | — |
| # | Manager | Shares | Δ shares | Value | Their weight | Held | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Renaissance Technologies ✦ | 1.27M | +50.5% | $11.90M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 2 | Geode Capital Management ✦ (passive) | 1.22M | +7.0% | $11.50M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 3 | Geode Capital Management ✦ (passive) | 1.22M | +7.0% | $11.50M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 4 | Two Sigma Investments ✦ | 1.06M | +4.0% | $9.94M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 5 | Citadel Advisors ✦ | 164.52K | -64.9% | $1.54M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 6 | Millennium Management ✦ | 136.95K | New | $1.29M | 0.0% | New | 1 | SEC ↗ |
| 7 | T. Rowe Price ✦ | 48.56K | +10.4% | $456,000 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 8 | D. E. Shaw & Co. ✦ | 42.49K | -12.6% | $399,000 | 0.0% | ▼ Trim | 2 | SEC ↗ |
“Their weight” = the position's share of that manager's reported 13F equity value — the conviction measure. ✦ = curated manager.
New buyers
| Millennium Management | $1.29M | 0.0% |
Exited
| No tracked exits this quarter. |
Full-market context: across ALL 13F filers (SEC structured data, Q1 2026): 169 holders, 34.43M shares, $268.07M reported. This is a different, older period than the tracked-universe figures above and the two are never mixed.
What else this security's tracked holders most often hold — shared-ownership counts, not fundamental relationships.