Position in IVR
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$21,124
New position
Shares Held
2,674
first reported quarter
Ownership
0.002%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#136
of 180 holders
Holding Since
Jun 2026
1 quarter on record
Voting authority
Sole 0%
Shared 100%
None 0%
Position in REIT - Mortgage
Real Estate · as of Jun 30, 2026Osbon Capital Management LLC holds $129,489 across 7 REIT - Mortgage names. IVR ranks #3 (16.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NLY |
Annaly Capital Management Inc
|
1,371 | $30,655 | |
| 2 | AGNC |
AGNC Investment Corp.
|
2,537 | $27,653 | |
| 3 | IVR |
Invesco Mortgage Capital Inc.
This page
|
2,674 | $21,124 | |
| 4 | DX |
Dynex Capital Inc
|
1,516 | $19,874 | |
| 5 | STWD |
Starwood Property Trust, Inc.
|
957 | $15,675 | |
| 6 | ARR |
Armour Residential REIT, Inc.
|
569 | $9,929 | |
| 7 | ABR |
Arbor Realty Trust Inc
|
845 | $4,579 |
All Filings in IVR
Export CSV
1 filing row on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $21,124 | 2,674 | Shares | Sole | 2026-08-13 | |
| No filing history on record for this holder in this stock. | ||||||