Position in IVR
as of Mar 31, 2026
· filed Apr 29, 2026
Position Value
$186,252
+$92,683 QoQ
Shares Held
23,051
+107.2% QoQ
Ownership
0.025%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2025
2 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 Mar 31, 2026Brooklyn Investment Group holds $6,962,314 across 11 REIT - Mortgage names. IVR ranks #7 (2.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | KREF |
KKR Real Estate Finance Trust Inc.
|
350,044 | $2,142,269 | |
| 2 | RWT |
Redwood Trust Inc
|
243,262 | $1,364,699 | |
| 3 | ARI |
Apollo Commercial Real Estate Finance, Inc.
|
112,471 | $1,187,693 | |
| 4 | NLY |
Annaly Capital Management Inc
|
35,809 | $757,360 | |
| 5 | ADAM |
Adamas Trust, Inc.
|
48,411 | $356,304 | |
| 6 | AGNC |
AGNC Investment Corp.
|
34,608 | $347,118 | |
| 7 | IVR |
Invesco Mortgage Capital Inc.
This page
|
23,051 | $186,252 | |
| 8 | STWD |
Starwood Property Trust, Inc.
|
10,028 | $172,682 |
All Filings in IVR
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2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $186,252 | 23,051 | Shares | Defined | 2026-04-29 | |
| 2025-12-31 | $93,569 | 11,126 | Shares | Defined | 2026-02-12 | |
| No filing history on record for this holder in this stock. | ||||||