Cetera Investment Advisers

Position in IVR — Invesco Mortgage Capital Inc.

CIK 1666741 SCHAUMBURG, IL

Position in IVR

as of Mar 31, 2026 · filed May 13, 2026 Compact

Position Value

$1,794,786

+$47,474 QoQ

Shares Held

222,127

+6.9% QoQ

Ownership

0.239%

of shares outstanding

% of Portfolio

0.01%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Mar 2023

13 quarters on record

Voting authority Sole 0.ToString("F0")% Shared 0.ToString("F0")% None 100.ToString("F0")%

Real Estate · as of Mar 31, 2026

Cetera Investment Advisers holds $80,848,821 across 26 REIT - Mortgage names. IVR ranks #6 (2.2% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	NLY	Annaly Capital Management Inc	1,396,384	$29,533,521
2	RITM	Rithm Capital Corp.	1,447,552	$13,722,792
3	STWD	Starwood Property Trust, Inc.	764,957	$13,172,559
4	AGNC	AGNC Investment Corp.	1,157,316	$11,607,879
5	ORC	Orchid Island Capital, Inc.	431,038	$3,030,197
6	IVR	Invesco Mortgage Capital Inc. This page	222,127	$1,794,786
7	BXMT	Blackstone Mortgage Trust, Inc.	59,665	$1,142,584
8	DX	Dynex Capital Inc	85,519	$1,091,222

13 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$1,794,786	222,127	+6.9%	Shares	Sole	2026-05-13
2025-12-31	$1,747,312	207,766	-1.4%	Shares	Sole	2026-02-17
2025-09-30	$1,593,496	210,780	+8.6%	Shares	Sole	2025-11-14
2025-06-30	$1,521,038	194,010	+42.0%	Shares	Sole	2025-08-08
2025-03-31	$1,078,129	136,645	+7.5%	Shares	Sole	2025-05-06
2024-12-31	$1,023,058	127,088	+19.6%	Shares	Sole	2025-02-14
2024-09-30	$998,157	106,300	+14.4%	Shares	Sole	2024-11-13
2024-06-30	$870,800	92,935	+18.1%	Shares	Sole	2024-08-22
2024-03-31	$761,941	78,713	+335.9%	Shares	Sole	2024-05-24
2023-12-31	$159,985	18,057	-5.8%	Shares	Sole	2024-02-13
2023-09-30	$191,861	19,167	-10.7%	Shares	Sole	2023-11-14
2023-06-30	$246,226	21,467	+53.8%	Shares	Sole	2023-08-10
2023-03-31	$154,783	13,957	—	Shares	Sole	2023-05-15
No filing history on record for this holder in this stock.