IVR
Invesco Mortgage Capital Inc. · Real Estate · REIT - Mortgage
Momentum inputs (comparable managers):
holder breadth +6.7% ·
share flow +13.4% ·
net new positions +6.2%
· formula
Broad accumulation: rising shares across more holders
All ownership figures: tracked 13F managers only, common-stock positions, reporting period Q3 2025
| Quarter | Holders | Δ | Shares | Reported value | New | Exits |
|---|---|---|---|---|---|---|
| Q3 2026 | 2 | 0 | 34.52K | $196,112 | n/a | n/a |
| 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 | n/a |
| Q1 2025 | 6 | +1 | 4.43M | $34.92M | +1 | n/a |
| Q4 2024 | 5 | -3 | 4.09M | $33.36M | n/a | −3 |
| Q3 2024 | 7 | +1 | 3.94M | $37.03M | +1 | n/a |
| Q2 2024 | 6 | n/a | 3.57M | $33.41M | n/a | n/a |
| # | Manager | Shares | Δ shares | Value | Their weight | Held | ||
|---|---|---|---|---|---|---|---|---|
| 1 | BlackRock ✦ (passive) | 6.68M | +1.0% | $50.51M | 0.0% | ▲ Add | 2 | SEC ↗ ×13 |
| 2 | The Vanguard Group ✦ (passive) | 3.73M | +1.4% | $28.18M | 0.0% | ▲ Add | 2 | SEC ↗ ×5 |
| 3 | Geode Capital Management ✦ (passive) | 1.61M | +1.9% | $12.15M | 0.0% | ▲ Add | 6 | SEC ↗ ×2 |
| 4 | Millennium Management ✦ | 1.52M | +1607.0% | $11.52M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 5 | State Street Global Advisors ✦ (passive) | 1.40M | +3.9% | $10.62M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 6 | Two Sigma Investments ✦ | 1.02M | +66.0% | $7.69M | 0.0% | ▲ Add | 6 | SEC ↗ |
| 7 | Renaissance Technologies ✦ | 681.25K | -1.4% | $5.15M | 0.0% | ▼ Trim | 6 | SEC ↗ |
| 8 | Morgan Stanley ✦ | 663.23K | n/a | $5.01M | 0.0% | n/c | 1 | SEC ↗ ×7 |
| 9 | Goldman Sachs Group ✦ | 632.85K | n/a | $4.78M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 10 | AQR Capital Management ✦ | 154.02K | +329.9% | $1.16M | 0.0% | ▲ Add | 2 | SEC ↗ ×5 |
| 11 | JPMorgan Chase ✦ | 148.87K | n/a | $1.13M | 0.0% | n/c | 1 | SEC ↗ ×10 |
| 12 | T. Rowe Price ✦ | 87.96K | +35.0% | $665,000 | 0.0% | ▲ Add | 6 | SEC ↗ |
| 13 | Point72 Asset Management ✦ | 71.38K | New | $539,652 | 0.0% | New | 1 | SEC ↗ |
| 14 | Bridgewater Associates ✦ | 44.71K | New | $338,030 | 0.0% | New | 1 | SEC ↗ |
| 15 | Citadel Advisors ✦ | 22.03K | -73.7% | $166,577 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 16 | Fidelity (FMR) ✦ | 3.33K | -32.9% | $25,141 | 0.0% | ▼ Trim | 2 | SEC ↗ ×2 |
“Their weight” = the position's share of that manager's reported 13F equity value: the conviction measure. ✦ = curated manager.
New buyers
| Point72 Asset Management | $539,652 | 0.0% |
| Bridgewater Associates | $338,030 | 0.0% |
Exited
| Marshall Wace | $291,029 | was 0.0% |
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.