Position in IVR
as of Mar 31, 2026
· filed May 14, 2026
Position Value
$2,160,768
+$46,923 QoQ
Shares Held
267,422
+6.4% QoQ
Ownership
0.288%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Sep 2024
5 quarters on record
Voting authority
Sole 100.ToString("F0")%
Shared 0.ToString("F0")%
None 0.ToString("F0")%
Common Shares in IVR Over Time
Shares Held
Position Value (USD)
Position in REIT - Mortgage
Real Estate · as of Mar 31, 2026ZACKS INVESTMENT MANAGEMENT holds $5,841,905 across 5 REIT - Mortgage names. IVR ranks #2 (37.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | RWT |
Redwood Trust Inc
|
472,628 | $2,651,443 | |
| 2 | IVR |
Invesco Mortgage Capital Inc.
This page
|
267,422 | $2,160,768 | |
| 3 | BXMT |
Blackstone Mortgage Trust, Inc.
|
42,703 | $817,762 | |
| 4 | RITM |
Rithm Capital Corp.
|
15,855 | $150,305 | |
| 5 | ACRE |
Ares Commercial Real Estate Corp
|
12,839 | $61,627 |
All Filings in IVR
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5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $2,160,768 | 267,422 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $2,113,845 | 251,349 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $1,552,218 | 205,320 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $1,613,824 | 205,845 | Shares | Sole | 2025-08-12 | |
| 2024-09-30 | $94,266 | 10,039 | Shares | Sole | 2024-11-14 | |
| No filing history on record for this holder in this stock. | ||||||