Position in IVR
as of Mar 31, 2026
· filed May 15, 2026
Position Value
$471,492
-$159,274 QoQ
Shares Held
58,353
-22.2% QoQ
Ownership
0.063%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Sep 2025
3 quarters on record
Voting authority
Sole 17.322159957500045.ToString("F0")%
Shared 0.ToString("F0")%
None 82.67784004249997.ToString("F0")%
Common Shares in IVR Over Time
Shares Held
Position Value (USD)
Position in REIT - Mortgage
Real Estate · as of Mar 31, 2026IEQ CAPITAL, LLC holds $6,169,177 across 14 REIT - Mortgage names. IVR ranks #4 (7.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MFA |
Mfa Financial, Inc.
|
208,587 | $1,998,263 | |
| 2 | ARR |
Armour Residential REIT, Inc.
|
61,151 | $1,019,998 | |
| 3 | NLY |
Annaly Capital Management Inc
|
23,962 | $506,796 | |
| 4 | IVR |
Invesco Mortgage Capital Inc.
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|
58,353 | $471,492 | |
| 5 | BRSP |
BrightSpire Capital, Inc.
|
82,531 | $462,173 | |
| 6 | RC |
Ready Capital Corp
|
212,262 | $343,864 | |
| 7 | CIM |
Chimera Investment Corp
|
26,367 | $330,905 | |
| 8 | BXMT |
Blackstone Mortgage Trust, Inc.
|
16,120 | $308,698 |
All Filings in IVR
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3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $471,492 | 58,353 | Shares | Other | 2026-05-15 | |
| 2025-12-31 | $630,766 | 75,002 | Shares | Other | 2026-02-13 | |
| 2025-09-30 | $184,464 | 24,400 | Shares | Other | 2025-11-14 | |
| No filing history on record for this holder in this stock. | ||||||