Position in IVR
as of Jun 30, 2026
· filed Aug 17, 2026
Position Value
$89,744
+$13,282 QoQ
Shares Held
11,360
+238.7% QoQ
Ownership
0.011%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#119
of 181 holders
Holding Since
Dec 2021
3 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in IVR Over Time
Shares Held
Position Value (USD)
Position in REIT - Mortgage
Real Estate · as of Jun 30, 2026Equitable Holdings, Inc. holds $3,300,516 across 8 REIT - Mortgage names. IVR ranks #8 (2.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NLY |
Annaly Capital Management Inc
|
55,566 | $1,242,455 | |
| 2 | AGNC |
AGNC Investment Corp.
|
72,812 | $793,650 | |
| 3 | STWD |
Starwood Property Trust, Inc.
|
31,304 | $512,759 | |
| 4 | BXMT |
Blackstone Mortgage Trust, Inc.
|
17,195 | $291,455 | |
| 5 | RITM |
Rithm Capital Corp.
|
17,609 | $165,348 | |
| 6 | ACRE |
Ares Commercial Real Estate Corp
|
25,500 | $114,750 | |
| 7 | BRSP |
BrightSpire Capital, Inc.
|
16,579 | $90,355 | |
| 8 | IVR |
Invesco Mortgage Capital Inc.
This page
|
11,360 | $89,744 |
All Filings in IVR
Export CSV
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $89,744 | 11,360 | Shares | Defined | 2026-08-17 | |
| 2022-03-31 | $76,462 | 33,536 | Shares | Defined | 2022-05-13 | |
| 2021-12-31 | $31,452 | 11,314 | Shares | Defined | 2022-02-11 | |
| No filing history on record for this holder in this stock. | ||||||