Position in IVR
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$236,232
+$147,749 QoQ
Shares Held
29,903
+173.1% QoQ
Ownership
0.028%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#82
of 182 holders
Holding Since
Mar 2020
6 quarters on record
Voting authority
Sole 1%
Shared 16%
None 83%
Common Shares in IVR Over Time
Shares Held
Position Value (USD)
Position in REIT - Mortgage
Real Estate · as of Jun 30, 2026Cerity Partners LLC holds $10,745,551 across 20 REIT - Mortgage names. IVR ranks #14 (2.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NLY |
Annaly Capital Management Inc
|
87,969 | $1,966,986 | |
| 2 | ARR |
Armour Residential REIT, Inc.
|
62,048 | $1,082,737 | |
| 3 | LADR |
Ladder Capital Corp
|
106,486 | $1,059,535 | |
| 4 | AGNC |
AGNC Investment Corp.
|
80,123 | $873,340 | |
| 5 | RITM |
Rithm Capital Corp.
|
78,341 | $735,621 | |
| 6 | STWD |
Starwood Property Trust, Inc.
|
44,814 | $734,051 | |
| 7 | BXMT |
Blackstone Mortgage Trust, Inc.
|
42,679 | $723,408 | |
| 8 | ORC |
Orchid Island Capital, Inc.
|
94,013 | $655,270 |
All Filings in IVR
Export CSV
6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $236,232 | 29,903 | Shares | Other | 2026-08-14 | |
| 2026-03-31 | $88,483 | 10,951 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $98,489 | 11,711 | Shares | Other | 2026-02-11 | |
| 2023-03-31 | $4,424 | 399 | Shares | Sole | 2023-05-11 | |
| 2022-03-31 | $33,381 | 14,641 | Shares | Sole | 2022-04-25 | |
| 2020-03-31 | $156,860 | 46,000 | Shares | Sole | 2020-05-14 | |
| No filing history on record for this holder in this stock. | ||||||