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Equibles

IFP Advisors, Inc

Position in IVR — Invesco Mortgage Capital Inc.

CIK 1641866 TAMPA, FL
Back to IVR Full portfolio

Position in IVR

as of Jun 30, 2026 · filed Jul 20, 2026
Position Value
$480,888
+$453,530 QoQ
Shares Held
60,872
+1697.8% QoQ
Ownership
0.057%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#62
of 182 holders
Holding Since
Mar 2020
16 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, 2026

IFP Advisors, Inc holds $2,377,899 across 36 REIT - Mortgage names. IVR ranks #3 (20.2% of the industry book) .

# Ticker Company Shares Value (USD) Open
1 NLY
Annaly Capital Management Inc
 28,559 $638,579
2 AGNC
AGNC Investment Corp.
 57,505 $626,804
3 IVR
Invesco Mortgage Capital Inc.
This page 		60,872 $480,888
4 CIM
Chimera Investment Corp
 10,412 $138,896
5 STWD
Starwood Property Trust, Inc.
 7,887 $129,189
6 BXMT
Blackstone Mortgage Trust, Inc.
 6,041 $102,394
7 RITM
Rithm Capital Corp.
 8,529 $80,087
8 BRSP
BrightSpire Capital, Inc.
 6,202 $33,800

All Filings in IVR

Export CSV
16 filing rows on record
Report Date Value (USD) Shares
2026-06-30 $480,888 60,872
2026-03-31 $27,358 3,386
2025-12-31 $731 87
2025-09-30 $597 79
2025-06-30 $258 33
2022-12-31 $8 237
2022-09-30 $30,180 2,719
2022-06-30 $39,914 2,719
2022-03-31 $6,198 2,719
2021-09-30 $22,050 7,000
2021-06-30 $27,300 7,000
2021-03-31 $16,040 4,000
2020-12-31 $2,366 700
2020-09-30 $0 0
2020-06-30 $0 0
2020-03-31 $0 0