Cornerstone Planning Group LLC

Position in IVR — Invesco Mortgage Capital Inc.

CIK 1822587 FAIRFIELD, NJ

Position in IVR

as of Jun 30, 2026 · filed Jul 29, 2026 Compact

Position Value

$2,551

+$1,598 QoQ

Shares Held

323

+173.7% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.00%

of 13F equity value

Holder Rank

#152

of 182 holders

Holding Since

Dec 2022

14 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Real Estate · as of Jun 30, 2026

Cornerstone Planning Group LLC holds $26,405 across 10 REIT - Mortgage names. IVR ranks #3 (9.7% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	STWD	Starwood Property Trust, Inc.	734	$12,022
2	DX	Dynex Capital Inc	300	$3,933
3	IVR	Invesco Mortgage Capital Inc. This page	323	$2,551
4	AGNC	AGNC Investment Corp.	216	$2,354
5	ORC	Orchid Island Capital, Inc.	272	$1,895
6	NLY	Annaly Capital Management Inc	58	$1,296
7	EFC	Ellington Financial Inc.	56	$762
8	BXMT	Blackstone Mortgage Trust, Inc.	41	$694

14 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$2,551	323	+173.7%	Shares	Sole	2026-07-29
2026-03-31	$953	118	+5.4%	Shares	Sole	2026-05-06
2025-12-31	$941	112	+3.7%	Shares	Sole	2026-02-02
2025-09-30	$816	108	+4.9%	Shares	Sole	2025-11-04
2025-06-30	$807	103	-57.4%	Shares	Sole	2025-08-11
2025-03-31	$1,909	242	-41.0%	Shares	Sole	2025-04-30
2024-12-31	$3,300	410	+184.7%	Shares	Sole	2025-01-29
2024-09-30	$1,352	144	-27.3%	Shares	Sole	2024-11-05
2024-06-30	$1,855	198	+138.6%	Shares	Sole	2024-08-13
2024-03-31	$803	83	+10.7%	Shares	Sole	2024-05-07
2023-12-31	$664	75	+5.6%	Shares	Sole	2024-02-12
2023-09-30	$710	71	+2.9%	Shares	Sole	2023-11-08
2023-06-30	$791	69	+9.5%	Shares	Sole	2023-08-15
2022-12-31	$801	63	—	Shares	Sole	2023-02-14
No filing history on record for this holder in this stock.