Position in IVR
as of Mar 31, 2026
· filed May 13, 2026
Position Value
$921,708
+$672,841 QoQ
Shares Held
114,073
+285.5% QoQ
Ownership
0.123%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Jun 2022
16 quarters on record
Voting authority
Sole 72%
Shared 0%
None 28%
Common Shares in IVR Over Time
Shares Held
Position Value (USD)
Position in REIT - Mortgage
Real Estate · as of Mar 31, 2026JPMORGAN CHASE & CO holds $262,583,013 across 36 REIT - Mortgage names. IVR ranks #22 (0.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NLY |
Annaly Capital Management Inc
|
5,431,243 | $114,870,786 | |
| 2 | STWD |
Starwood Property Trust, Inc.
|
2,248,464 | $38,718,549 | |
| 3 | RITM |
Rithm Capital Corp.
|
1,797,818 | $17,043,312 | |
| 4 | LADR |
Ladder Capital Corp
|
1,730,672 | $16,908,663 | |
| 5 | EFC |
Ellington Financial Inc.
|
930,685 | $11,028,615 | |
| 6 | PMT |
PennyMac Mortgage Investment Trust
|
864,821 | $10,083,810 | |
| 7 | BXMT |
Blackstone Mortgage Trust, Inc.
|
360,703 | $6,907,460 | |
| 8 | ARI |
Apollo Commercial Real Estate Finance, Inc.
|
651,535 | $6,880,207 |
All Filings in IVR
Export CSV
16 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $921,708 | 114,073 | Shares | Defined | 2026-05-13 | |
| 2025-12-31 | $248,867 | 29,592 | Shares | Defined | 2026-02-11 | |
| 2025-09-30 | $562,711 | 74,433 | Shares | Defined | 2025-11-26 | |
| 2025-06-30 | $254,258 | 32,431 | Shares | Defined | 2025-08-12 | |
| 2025-03-31 | $246,142 | 31,197 | Shares | Defined | 2025-05-12 | |
| 2024-12-31 | $216,068 | 26,841 | Shares | Defined | 2025-02-12 | |
| 2024-09-30 | $1,333,133 | 141,974 | Shares | Defined | 2024-12-26 | |
| 2024-06-30 | $566,854 | 60,497 | Shares | Defined | 2024-12-26 | |
| 2024-03-31 | $1,521,114 | 157,140 | Shares | Defined | 2024-12-26 | |
| 2023-12-31 | $961,424 | 108,513 | Shares | Defined | 2024-12-26 | |
| 2023-09-30 | $818,776 | 81,796 | Shares | Defined | 2023-11-14 | |
| 2023-06-30 | $378,498 | 32,999 | Shares | Defined | 2023-08-11 | |
| 2023-03-31 | $1,181,616 | 106,548 | Shares | Defined | 2023-05-18 | |
| 2022-12-31 | $1,427,260 | 112,118 | Shares | Defined | 2023-02-13 | |
| 2022-09-30 | $785,501 | 70,766 | Shares | Defined | 2022-11-14 | |
| 2022-06-30 | $446,960 | 30,447 | Shares | Defined | 2022-08-11 | |
| No filing history on record for this holder in this stock. | ||||||