Position in IVR
as of Mar 31, 2026
· filed May 14, 2026
Position Value
$140,592
-$40,862 QoQ
Shares Held
17,400
-19.4% QoQ
Ownership
0.019%
of shares outstanding
% of Portfolio
0.08%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Sep 2025
3 quarters on record
Voting authority
Sole 0%
Shared 100%
None 0%
Common Shares in IVR Over Time
Shares Held
Position Value (USD)
Position in REIT - Mortgage
Real Estate · as of Mar 31, 2026VIRTUS ADVISERS, LLC holds $2,487,053 across 7 REIT - Mortgage names. IVR ranks #5 (5.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ORC |
Orchid Island Capital, Inc.
|
115,254 | $810,235 | |
| 2 | NLY |
Annaly Capital Management Inc
|
30,339 | $641,669 | |
| 3 | ARR |
Armour Residential REIT, Inc.
|
32,000 | $533,760 | |
| 4 | RWT |
Redwood Trust Inc
|
28,300 | $158,763 | |
| 5 | IVR |
Invesco Mortgage Capital Inc.
This page
|
17,400 | $140,592 | |
| 6 | MFA |
Mfa Financial, Inc.
|
11,085 | $106,194 | |
| 7 | DX |
Dynex Capital Inc
|
7,511 | $95,840 |
All Filings in IVR
Export CSV
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $140,592 | 17,400 | Shares | Other | 2026-05-14 | |
| 2025-12-31 | $181,454 | 21,576 | Shares | Other | 2026-02-13 | |
| 2025-09-30 | $111,132 | 14,700 | Shares | Other | 2026-02-13 | |
| No filing history on record for this holder in this stock. | ||||||