Position in IVR
as of Mar 31, 2026
· filed Apr 21, 2026
Position Value
$2,076
-$85 QoQ
Shares Held
257
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Sep 2021
14 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in IVR Over Time
Shares Held
Position Value (USD)
Position in REIT - Mortgage
Real Estate · as of Mar 31, 2026Red Tortoise LLC holds $12,547 across 4 REIT - Mortgage names. IVR ranks #2 (16.5% of the industry book) .
All Filings in IVR
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14 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $2,076 | 257 | Shares | Other | 2026-04-21 | |
| 2025-12-31 | $2,161 | 257 | Shares | Other | 2026-01-22 | |
| 2025-09-30 | $1,942 | 257 | Shares | Other | 2025-10-22 | |
| 2025-06-30 | $2,014 | 257 | Shares | Other | 2025-07-22 | |
| 2025-03-31 | $3,795 | 481 | Shares | Other | 2025-04-25 | |
| 2024-12-31 | $1,891 | 235 | Shares | Other | 2025-01-24 | |
| 2024-09-30 | $2,028 | 216 | Shares | Other | 2024-10-28 | |
| 2024-06-30 | $2,023 | 216 | Shares | Other | 2024-07-31 | |
| 2024-03-31 | $2,090 | 216 | Shares | Other | 2024-04-19 | |
| 2023-12-31 | $1,913 | 216 | Shares | Other | 2024-01-31 | |
| 2023-06-30 | $1,674 | 146 | Shares | Other | 2023-07-26 | |
| 2023-03-31 | $1,297 | 117 | Shares | Other | 2023-05-16 | |
| 2022-12-31 | $1,489 | 117 | Shares | Other | 2023-02-01 | |
| 2021-09-30 | $368 | 117 | Shares | Other | 2022-11-07 | |
| No filing history on record for this holder in this stock. | ||||||