PFG Investments, LLC

Position in IVR — Invesco Mortgage Capital Inc.

CIK 1973224 WOODBURY, NY

Position in IVR

as of Jun 30, 2026 · filed Jul 23, 2026 Compact

Position Value

$256,599

-$282,409 QoQ

Shares Held

32,481

-51.3% QoQ

Ownership

0.030%

of shares outstanding

% of Portfolio

0.01%

of 13F equity value

Holder Rank

#79

of 181 holders

Holding Since

Mar 2024

10 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Real Estate · as of Jun 30, 2026

PFG Investments, LLC holds $10,842,859 across 10 REIT - Mortgage names. IVR ranks #7 (2.4% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	AGNC	AGNC Investment Corp.	422,234	$4,602,350
2	NLY	Annaly Capital Management Inc	108,791	$2,432,566
3	ABR	Arbor Realty Trust Inc	222,470	$1,205,787
4	STWD	Starwood Property Trust, Inc.	62,324	$1,020,867
5	ARI	Apollo Commercial Real Estate Finance, Inc.	50,709	$541,572
6	EFC	Ellington Financial Inc.	19,225	$261,652
7	IVR	Invesco Mortgage Capital Inc. This page	32,481	$256,599
8	ORC	Orchid Island Capital, Inc.	33,999	$236,973

10 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$256,599	32,481	-51.3%	Shares	Sole	2026-07-23
2026-03-31	$539,008	66,709	+4.4%	Shares	Sole	2026-04-27
2025-12-31	$537,558	63,919	-0.6%	Shares	Sole	2026-01-26
2025-09-30	$486,183	64,310	+3.1%	Shares	Sole	2025-10-31
2025-06-30	$488,878	62,357	+97.4%	Shares	Sole	2025-07-18
2025-03-31	$249,245	31,590	+3.3%	Shares	Sole	2025-04-22
2024-12-31	$246,072	30,568	-7.4%	Shares	Sole	2025-01-22
2024-09-30	$310,132	33,028	+2.7%	Shares	Sole	2024-10-24
2024-06-30	$301,451	32,172	+6.2%	Shares	Sole	2024-08-07
2024-03-31	$293,284	30,298	—	Shares	Sole	2024-04-22
No filing history on record for this holder in this stock.