Position in IVR
as of Mar 31, 2026
· filed May 12, 2026
Position Value
$744,555
-$3,472 QoQ
Shares Held
92,148
+3.6% QoQ
Ownership
0.099%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Jun 2022
16 quarters on record
Voting authority
Sole 16%
Shared 0%
None 84%
Common Shares in IVR Over Time
Shares Held
Position Value (USD)
Position in REIT - Mortgage
Real Estate · as of Mar 31, 2026RHUMBLINE ADVISERS holds $130,172,336 across 35 REIT - Mortgage names. IVR ranks #22 (0.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NLY |
Annaly Capital Management Inc
|
1,965,097 | $41,561,801 | |
| 2 | STWD |
Starwood Property Trust, Inc.
|
907,859 | $15,633,331 | |
| 3 | RITM |
Rithm Capital Corp.
|
1,319,909 | $12,512,737 | |
| 4 | AGNC |
AGNC Investment Corp.
|
908,758 | $9,114,842 | |
| 5 | BXMT |
Blackstone Mortgage Trust, Inc.
|
439,362 | $8,413,782 | |
| 6 | ARR |
Armour Residential REIT, Inc.
|
330,797 | $5,517,693 | |
| 7 | ABR |
Arbor Realty Trust Inc
|
553,708 | $4,269,088 | |
| 8 | ARI |
Apollo Commercial Real Estate Finance, Inc.
|
389,837 | $4,116,678 |
All Filings in IVR
Export CSV
16 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $744,555 | 92,148 | Shares | Sole | 2026-05-12 | |
| 2025-12-31 | $748,027 | 88,945 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $742,747 | 98,247 | Shares | Sole | 2025-11-06 | |
| 2025-06-30 | $822,604 | 104,924 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $685,349 | 86,863 | Shares | Sole | 2025-05-29 | |
| 2024-12-31 | $681,054 | 84,603 | Shares | Sole | 2025-05-29 | |
| 2024-09-30 | $780,215 | 83,090 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $801,209 | 85,508 | Shares | Sole | 2024-08-01 | |
| 2024-03-31 | $749,967 | 77,476 | Shares | Sole | 2024-05-09 | |
| 2023-12-31 | $652,804 | 73,680 | Shares | Sole | 2024-02-08 | |
| 2023-09-30 | $1,400,409 | 139,901 | Shares | Sole | 2023-11-09 | |
| 2023-06-30 | $1,512,537 | 131,869 | Shares | Sole | 2023-08-08 | |
| 2023-03-31 | $1,255,132 | 113,177 | Shares | Sole | 2023-05-11 | |
| 2022-12-31 | $1,422,666 | 111,757 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $1,172,481 | 105,629 | Shares | Sole | 2022-11-10 | |
| 2022-06-30 | $1,484,559 | 101,128 | Shares | Sole | 2022-08-11 | |
| No filing history on record for this holder in this stock. | ||||||