Position in IVR
as of Jun 30, 2026
· filed Jul 24, 2026
Position Value
$37,216
-$848 QoQ
Shares Held
4,711
0.0% QoQ
Ownership
0.004%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#131
of 179 holders
Holding Since
Mar 2025
6 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, 2026Bogart Wealth, LLC holds $368,209 across 14 REIT - Mortgage names. IVR ranks #7 (10.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ABR |
Arbor Realty Trust Inc
|
13,754 | $74,546 | |
| 2 | STWD |
Starwood Property Trust, Inc.
|
4,115 | $67,403 | |
| 3 | BXMT |
Blackstone Mortgage Trust, Inc.
|
2,802 | $47,493 | |
| 4 | RITM |
Rithm Capital Corp.
|
4,632 | $43,494 | |
| 5 | AGNC |
AGNC Investment Corp.
|
3,695 | $40,275 | |
| 6 | ORC |
Orchid Island Capital, Inc.
|
5,640 | $39,310 | |
| 7 | IVR |
Invesco Mortgage Capital Inc.
This page
|
4,711 | $37,216 | |
| 8 | NLY |
Annaly Capital Management Inc
|
791 | $17,686 |
All Filings in IVR
Export CSV
6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $37,216 | 4,711 | Shares | Sole | 2026-07-24 | |
| 2026-03-31 | $38,064 | 4,711 | Shares | Sole | 2026-04-28 | |
| 2025-12-31 | $39,619 | 4,711 | Shares | Sole | 2026-01-30 | |
| 2025-09-30 | $35,615 | 4,711 | Shares | Sole | 2025-10-27 | |
| 2025-06-30 | $36,934 | 4,711 | Shares | Sole | 2025-07-30 | |
| 2025-03-31 | $18,233 | 2,311 | Shares | Sole | 2025-05-02 | |
| No filing history on record for this holder in this stock. | ||||||